Zoho CRM Manager (Zoho CRM Specialist)

Project Y; Cape Town; On-site; ZAR 600 000 - 750 000; Full time

Job summary

A leading fintech company in Cape Town is seeking a proactive Zoho CRM Specialist to oversee its CRM operations. This senior role requires managing CRM modules, enhancing functionalities, and collaborating across teams to drive strategic objectives. Candidates should have over 3 years of experience with Zoho CRM, strong analytical skills, and excellent communication abilities. Knowledge of data management and integration with marketing automation systems is crucial. Offers a dynamic and growing environment with opportunities for development.

Qualifications

• 3+ years of hands‑on experience managing Zoho CRM.
• Strong understanding of Zoho CRM architecture, workflows, automations, and reporting.
• Excellent communication skills and ability to collaborate with multiple stakeholders.

Responsibilities

• Manage and configure Zoho CRM modules, workflows, automations, and reporting.
• Maintain system security, user roles, and compliance with data protection standards.
• Train team members on Zoho CRM best practices and drive adoption across the organization.

Skills

Zoho CRM Management

Data Management

Communication

Analytical Skills

Problem Solving

Tools

Zoho Campaigns

BI Tools

Job description

About the Company

Work for a successful Tech company building the future of SME financing. As a fast-growing fintech with offices in Zurich and Frankfurt, the team combines technology, data, and capital to unlock access to financing for small and medium-sized businesses across Europe.

The Fintech company is a high-growth, VC-funded later stage startup, recently named as one of CNBC’s Top Fintech Companies Worldwide and is the leading pan-European digital SME finance platform.

As sales & marketing are at the core of its business, they are now looking for a Zoho CRM Specialist to help us scale.

About the Role

We are looking for a hands‑on and proactive CRM Manager to take full ownership of our Zoho CRM. In this role, you will be responsible for ensuring that our CRM is maintained and continuously evolves to meet the needs of our fast-scaling business. Our Zoho CRM is already set up and running; what we need is someone who can take it to the next level by implementing improvements and new features beyond the out‑of‑the‑box functionality of the standard Zoho version.

It will be your job to make sure the CRM lives up to this challenge as the company expands to additional countries within Europe and beyond. You will oversee everything from day‑to‑day system administration to building new features, automations, integrations, and reporting. This is a key role with high responsibility, working closely with Sales, Marketing, and Operations teams to ensure our CRM is a growth engine for the business.

What Will You Do

Zoho CRM Ownership & Development

• Manage and configure Zoho CRM modules, workflows, blueprints, automations, dashboards, reports, email campaigns, and integrations.
• Develop and implement new features and enhancements to improve business processes and sales & marketing efficiency.
• Maintain system security, user roles, permissions, and compliance with data protection standards (e.g., GDPR).

Data Management & Reporting

• Ensure data integrity through audits, deduplication, and best practices.
• Build and maintain dashboards and reports to provide actionable insights into sales, customer engagement, and pipeline health.
• Track all sales & marketing activities to deliver insights for leadership decision‑making.
• Monitor performance metrics and propose improvements.

Cross‑functional Collaboration

• Partner with Sales, Marketing, Product, and Support teams to optimize workflows and align CRM functionality with strategic objectives.
• Support marketing campaigns and customer lifecycle management with segmentation and automation.
• Coordinate work with external CRM consultants where needed to ensure the best possible results.

User Enablement & Support

• Train team members on Zoho CRM best practices and new functionality.
• Serve as the first point of contact for CRM‑related issues and troubleshooting.
• Drive adoption across the organization.

What We Are Looking For

You are detail‑oriented, sales‑minded, and thrive on taking ownership. You enjoy combining technical know‑how with strategic thinking to create impactful solutions. You’re able to bridge the gap between management, strategy, and sales, and love making systems work smarter.

Qualifications

• 3+ years of hands‑on experience managing Zoho CRM.
• Strong understanding of Zoho CRM architecture, workflows, automations, and reporting, including Zoho Campaigns, BI Tools, Dashboards, and Integrations.
• Solid data management and analytical skills, with the ability to translate data into insights.
• Experience integrating Zoho CRM with other systems (marketing automation, finance, or customer support tools).
• A solid understanding of sales & marketing processes and strategy.
• Excellent communication skills and ability to collaborate with multiple stakeholders.
• Self‑starter with a problem‑solving mindset, detail orientation, and sense of ownership.
• Zoho CRM certifications are a strong plus.
• English proficiency; German is a strong plus.

Experience level: Senior