Zoho CRM Specialist

RemoteVA PH; Davao City; On-site; PHP 335,000 - 670,000; Full time

Job summary

RemoteVA PH is seeking a Zoho CRM Specialist to manage and support CRM activities, maintain accurate customer and sales records, and streamline workflows. Proficiency in Zoho CRM is required, with familiarity in QuickBooks and Outlook integrations as a strong advantage.

The role involves updating records, monitoring CRM activities, and assisting with data synchronization across systems while ensuring data integrity and timely follow-ups.

Qualifications

• Zoho CRM experience is a MUST.
• Experience managing CRM databases and customer records.
• Knowledge of QuickBooks is preferred.
• Experience with Microsoft Outlook is preferred.
• Familiarity with CRM integrations and data synchronization is a plus.
• Strong attention to detail and organizational skills.
• Good written and verbal English communication skills.
• Ability to work independently and manage multiple tasks.
• Willingness to learn new systems and processes.

Responsibilities

• Manage and maintain records in Zoho CRM.
• Update customer, lead, contact, and account information accurately.
• Monitor CRM activities, tasks, and follow-ups.
• Assist with CRM workflows, data organization, and reporting.
• Work with QuickBooks and assist with CRM/accounting data integration when needed.
• Use Microsoft Outlook for email, calendar, contacts, and CRM-related activities.
• Help ensure information is properly synchronized between systems.
• Identify and resolve basic CRM data or integration issues.
• Maintain accurate and organized records.

Skills

Zoho CRM

CRM data management

English communication

Independent work

Multi-tasking

Tools

QuickBooks

Microsoft Outlook

Job description

Zoho CRM Specialist

Position Overview

We are looking for a Zoho CRM Specialist to manage and support CRM activities, maintain accurate customer and sales records, and help streamline workflows. Experience with Zoho CRM is a MUST, with the ability to work with QuickBooks and Microsoft Outlook integrations being a strong advantage. Zoho CRM supports integrations with both QuickBooks and Outlook for syncing customer, financial, email, calendar, and activity information.

Key Responsibilities

• Manage and maintain records in Zoho CRM.
• Update customer, lead, contact, and account information accurately.
• Monitor CRM activities, tasks, and follow-ups.
• Assist with CRM workflows, data organization, and reporting.
• Work with QuickBooks and assist with CRM/accounting data integration when needed.
• Use Microsoft Outlook for email, calendar, contacts, and CRM-related activities.
• Help ensure information is properly synchronized between systems.
• Identify and resolve basic CRM data or integration issues.
• Maintain accurate and organized records.

Requirements

• Zoho CRM experience is a MUST.
• Experience managing CRM databases and customer records.
• Knowledge of QuickBooks is preferred.
• Experience with Microsoft Outlook is preferred.
• Familiarity with CRM integrations and data synchronization is a plus.
• Strong attention to detail and organizational skills.
• Good written and verbal English communication skills.
• Ability to work independently and manage multiple tasks.
• Willingness to learn new systems and processes.

Schedule

Monday-Friday, 9:00 AM-5:00 PM EST

Gender Preference

Any gender - candidates will be evaluated based on skills, experience, and qualifications.