CRM Administrator Consultant

SM Staffing; Monsey (NY); On-site; USD 75,000 - 110,000; Full time

Job summary

SM Staffing is seeking a detail-oriented CRM Administrator to own and optimize our Zoho CRM platform. This hands-on role covers admin tasks, internal support, user training, and process improvement to drive efficiency across teams.

You will manage users, roles, workflows, reports, dashboards, and integrations, translate needs into clear requirements for our external development partner, and deliver practical SOPs and training for new and existing staff.

Qualifications

• 2+ years hands-on CRM administration experience (Zoho, Salesforce, HubSpot, or similar).
• Experience managing workflows, automation rules, reports, dashboards, and user permissions.
• Strong ability to communicate technical concepts to non-technical users.
• Experience working with external vendors or developers.
• Highly organized, detail-oriented, and able to manage multiple priorities.

Responsibilities

• Own and administer the Zoho CRM platform, including users, roles, modules, workflows, automations, and dashboards.
• Serve as the first point of contact for internal CRM questions, issues, and enhancement requests.
• Write clear requirements and coordinate development work with our external technology partner.
• Develop and deliver training for new hires and existing staff; create and maintain SOPs, documentation, and best-practice guides.
• Build and maintain reports and dashboards to support operational and performance tracking across teams.
• Identify opportunities to reduce manual work and increase efficiency through CRM features and automation.
• Support integrations, system updates, and rollout of new features in coordination with IT and external partners.

Skills

CRM Administration

Zoho CRM

Workflows & Automation

Reports & Dashboards

User Permissions & Roles

Communication Skills

Vendor/Partner Coordination

Training & SOPs

Low-code / APIs

Data Cleanup & Migrations

Job description

We are seeking a detail-oriented and proactive CRM Administrator to serve as the internal owner of our custom-built Zoho CRM platform. This is a hands-on role responsible for day-to-day administration, internal support, user training, and continuous improvement of the system — acting as the key liaison between our business teams and external development partner.
Key Responsibilities:

• Own and administer the Zoho CRM platform, including users, roles, permissions, modules, workflows, automations, and dashboards.
• Serve as the first point of contact for internal CRM questions, issues, and enhancement requests — triaging, prioritizing, and resolving or escalating as needed.
• Write clear requirements and coordinate development work with our external technology partner.
• Develop and deliver training for new hires and existing staff; create and maintain SOPs, documentation, and best-practice guides.
• Build and maintain reports and dashboards to support operational and performance tracking across teams.
• Identify opportunities to reduce manual work and increase efficiency through CRM features and automation.
• Support integrations, system updates, and rollout of new features in coordination with IT and external partners.

Qualifications:

• 2+ years of hands-on CRM administration experience (Zoho, Salesforce, HubSpot, or similar).
• Experience managing workflows, automation rules, reports, dashboards, and user permissions.
• Strong ability to communicate technical concepts to non-technical users.
• Experience working with external vendors or developers.
• Highly organized, detail-oriented, and able to manage multiple priorities.

Preferred:

• Direct experience with Zoho CRM or Zoho One.
• Background in Sales Ops, RevOps, Business Systems, or Operations.
• Experience with low-code tools, scripting, APIs, or integrations.
• Experience designing and delivering user training programs.
• Familiarity with data cleanup, migrations, or CRM optimization projects.