Customer Relationship Management Administrator

Insight Global; Folsom (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Insight Global is seeking a CRM Administrator / Developer with strong Zoho CRM experience to maintain, customize, and enhance our CRM system. You will partner with the digital marketing team to automate workflows, build integrations, and develop reports that support business operations and marketing initiatives.

The ideal candidate is highly organized, technically skilled, and comfortable juggling multiple projects while documenting configurations and troubleshooting issues to optimize

Qualifications

• Zoho CRM experience is essential, incl. customization and maintenance.
• Experience building automation, workflows, and integrations.

Responsibilities

• Maintain, customize, and support Zoho CRM and related Zoho applications.
• Design, develop, test, and deploy CRM solutions to meet business needs.
• Build and manage automation, triggers, workflows, email templates, reports, and dashboards.
• Develop and maintain CRM integrations using APIs, webhooks, and third-party tools.
• Collaborate with marketing on CRM-driven automation and integration projects.
• Troubleshoot issues and optimize CRM performance and usability.
• Document processes and technical configurations as needed.

Skills

Zoho CRM

CRM automation

APIs & webhooks

Reporting & dashboards

Integrations

Workflow design

Troubleshooting

Documentation

Education

Bachelor's degree in related field

Tools

Zoho CRM Platform

Job description

We are seeking a CRM Administrator / Developer with strong Zoho CRM experience to maintain, customize, and enhance our CRM software system. This role will partner closely with the digital marketing team to build automation, workflows, integrations, and reporting that support business operations and marketing initiatives.

The ideal candidate is highly organized, technically skilled, and comfortable juggling multiple projects while maintaining attention to detail and focus.

• Maintain, customize, and support Zoho CRM and related Zoho applications
• Design, develop, test, and deploy CRM solutions to meet business needs
• Build and manage automation, triggers, workflows, email templates, reports, and dashboards
• Develop and maintain CRM integrations using APIs, webhooks, and third-party tools
• Collaborate with the digital marketing team on CRM-driven automation and integration projects
• Troubleshoot issues and optimize CRM performance and usability
• Document processes and technical configurations as needed