A forward-thinking tech company in the Philippines is seeking a CRM Specialist to manage and optimize their CRM system. The ideal candidate will have a degree in Information Systems or a related field, with over 2 years of experience in CRM platforms such as Zoho CRM or Salesforce. Responsibilities include designing automated workflows, providing user training, and ensuring data integrity. Strong problem-solving and communication skills are essential for enhancing client and team experiences.
Qualifications
2+ years of experience working with CRM platforms.
Proven experience in API integration and workflow automation.
Solid understanding of data structures and system connectivity.
Responsibilities
Manage and maintain the company's CRM system.
Design and optimize automated workflows within the CRM.
Collaborate with teams to improve CRM usage and adoption.
Skills
CRM management
API integration
Workflow automation
Data analytics
Problem-solving
Communication
Education
Bachelor's degree in Information Systems, Computer Science, Business, or related field
Tools
Zoho CRM
HubSpot
Salesforce
Pipedrive
Zapier
Job description
Responsibilities
Manage and maintain the companys CRM system (preferably Zoho CRM or equivalent).
Design, build, and optimize automated workflows and data pipelines within the CRM.
Configure and customize CRM modules, fields, dashboards, and reports to meet business needs.
Integrate external tools and platforms using APIs and third-party connectors (e.g., Zapier, Make, or native integrations).
Collaborate with sales, marketing, and operations teams to improve CRM usage and adoption.
Ensure CRM data integrity, accuracy, and compliance with internal policies.
Identify and implement process improvements for better client and team experience.
Provide user training, documentation, and ongoing system support.
Job Requirements
Bachelors degree in Information Systems, Computer Science, Business, or related field.
2+ years of experience working with CRM platforms (Zoho CRM, HubSpot, Salesforce, Pipedrive, etc.).
Proven experience in API integration and workflow automation.
Solid understanding of data structures, mapping, and system connectivity.
Experience supporting sales, marketing, or customer success functions through CRM enhancements.
Experience managing CRM reporting, dashboards, and data analytics.
Strong problem-solving, communication, and documentation skills.