CRM (Soho) Lead (Part-time)

Juno Search Partners; United States; On-site; USD 62,000 - 124,868; Part time

Job summary

A recruiting firm is seeking a part-time CRM & Analytics Specialist to manage and optimize Zoho CRM for their Patient Activate team. This role involves CRM administration, analytics, and reporting, focusing on enhancing patient outreach and engagement for healthcare programs. Ideal candidates will have 2–4 years of CRM experience and strong analytical skills. This position offers 20–30 hours per week with potential for full-time transition.

Qualifications

• 2–4 years of CRM experience, with strong hands-on expertise in Zoho CRM.
• Experience in analytics and reporting, including strong skills in dashboard/report building.
• Ability to work independently and prioritize effectively.

Responsibilities

• Serve as the Zoho CRM administrator for the Patient Activate team.
• Build and optimize CRM automations, dashboards, and reports.
• Perform ad hoc data analysis using SQL.

Skills

Zoho CRM expertise

Data analysis

Dashboard/report building

Attention to detail

Problem-solving mindset

Tools

Zoho Analytics

Power BI

Google Workspace

Jira

Slack

Job description

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Juno is hiring a part time CRM & Analytics Specialist to support our client's Patient Activate team in managing, optimizing, and extracting insights from our Zoho CRM system. Patient Activate is a product platform focused on streamlining patient outreach, onboarding, and engagement for clinical research and healthcare programs. This role will be 20 - 30 hours a week part time for the initial contracting phase, but we plan on having this role eventually transition to a full-time position long-term.

In this role, you will serve as both the CRM lead and analytics resource—owning day-to-day Zoho administration, building automations, designing dashboards, running ad hoc analysis, and ensuring data flows seamlessly between systems. You will work cross-functionally with Product, Engineering, and Operations to ensure our systems and reporting capabilities support both immediate program delivery and long-term growth.

Responsibilities

CRM Administration & Optimization

• Serve as the Zoho CRM administrator for the Patient Activate team, managing user access, workflows, and system configuration
• Build and optimize CRM automations, dashboards, and reports aligned to program and business goals
• Conduct regular data audits and maintain CRM accuracy and integrity across integrated platforms
• Provide onboarding, training, and ongoing support for internal users

Analytics & Reporting

• Perform ad hoc data analysis using SQL to answer key business and operational questions
• Design and build dashboards in Zoho Analytics or Power BI using CRM, marketing, and operational data
• Translate complex data into actionable insights for stakeholders across teams
• Build and manage data pipelines to ingest data into the CRM and export data to external systems such as data warehouses or analytics workbenches
• Develop and maintain data integrations using APIs to and from the CRM and other platforms
• Scope, implement, and test new integrations

Process Improvement & Documentation

• Identify opportunities for process and workflow improvements to support scale and efficiency
• Collaborate with cross-functional teams to scope and implement system enhancements
• Document workflows, integrations, and governance practices to support knowledge-sharing

Qualifications

• 2–4 years of CRM experience, with strong hands-on expertise in Zoho CRM
• Experience in analytics and reporting, including strong skills in dashboard/report building using Zoho Analytics, Power BI, or similar tools
• Experience supporting internal operations or product teams in a fast-paced environment
• Strong attention to detail and a proactive, solution-oriented mindset
• Ability to work independently, prioritize effectively, and communicate clearly across teams
• Comfort with data management, process mapping, and workflow automation
• Preferred: Familiarity with API-based integrations and data flows between systems
• Preferred: Familiarity with tools such as Google Workspace, Jira, or Slack

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Information Technology

• Industries

  IT Services and IT Consulting

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