Remote Zoho CRM & Automation Specialist

Getwingapp; México; Remote; MXN 283,000 - 339,000; Full time

Benefits offered by this job

Competitive USD Compensation

Performance Incentives

Job Security and Stability

Paid Training

Inclusive Culture

Upskilling Opportunities

100% Work-From-Home

Exceptionally Supportive Team

Opportunities for Career Growth

Fun Work Environment

Holiday & Overtime Pay, where aplicabe

Job summary

Getwingapp is seeking a Zoho CRM Specialist & Systems Optimization Consultant to audit, optimize, and customize Zoho CRM environments. You will troubleshoot complex automations, build workflows, and implement integrations using Deluge, APIs, and webhooks.

You will train users, document configurations, and provide ongoing support while ensuring data quality and alignment with business processes. This is a full-time remote role with global candidates in a paid USD package.

Qualifications

• Hands-on Zoho CRM administration, configuration, and troubleshooting.
• Proven ability to build and maintain Zoho CRM Blueprints and complex automations.
• Experience with customized Zoho CRM environments.
• Proficiency in Deluge and modifying custom functions.
• Experience with APIs, webhooks, and third-party integrations.
• Strong analytical and problem-solving skills to identify root causes.
• Documentation of technical systems and training materials.
• Excellent written and spoken English; can explain technical concepts to non-technical users.
• Organized, detail-oriented, with good communication and prioritization.
• Experience supporting professional services firms or structured intake/processes is a plus.
• Commitment to confidentiality and data security.

Responsibilities

• Conduct comprehensive audit of the existing Zoho CRM setup including modules, fields, layouts, workflows, automations, and reports.
• Identify errors, bottlenecks, data-quality issues, and opportunities for process improvement.
• Build, troubleshoot, repair, and optimize Zoho CRM pipelines, blueprints, and automations.
• Develop and modify custom modules, fields, layouts, functions, and other CRM components.
• Diagnose and resolve technical issues, automation failures, and configuration errors.
• Work with Deluge scripting, APIs, webhooks, and third-party integrations.
• Review and improve CRM workflows to align with business processes.
• Maintain documentation of CRM customizations, fixes, and system processes.
• Serve as primary technical contact for Zoho CRM questions and support.
• Investigate issues, identify root causes, implement solutions, verify fixes.
• Review reports, dashboards, data fields, and data-entry practices for accuracy.
• Create and maintain an online training manual with steps, screenshots, and examples.
• Develop training materials and conduct user trainings.
• Provide updates to leadership on progress, issues, and priorities.
• Maintain an improvement roadmap to increase efficiency and reduce manual work.

Skills

Zoho CRM

Deluge scripting

APIs & Webhooks

CRM workflows

Data quality

Documentation

Training delivery

English communication

Tools

Zoho Blueprints

Zoho Workflow Automation

Deluge

APIs & Webhooks

Third-party integrations

Job description

Getwingapp is seeking a Zoho CRM Specialist & Systems Optimization Consultant to audit, optimize, and customize Zoho CRM environments. You will troubleshoot complex automations, build workflows, and implement integrations using Deluge, APIs, and webhooks.

You will train users, document configurations, and provide ongoing support while ensuring data quality and alignment with business processes. This is a full-time remote role with global candidates in a paid USD package.