
CRM Expert
1 week ago
Zoho CRM Expertise:
- Proficient in enabling sales and marketing using Zoho CRM.
- Configure, customize, and optimize Zoho CRM to meet business needs.
- Collaborate with sales and marketing teams to enhance CRM functionality.
Marketing Email Campaigns:
- Execute and maintain marketing email campaigns using Zoho CRM.
- Create targeted email content, track performance, and optimize campaigns.
- Ensure compliance with email marketing best practices.
Cognito Forms Development:
- Develop and maintain Cognito Forms for data collection and workflows.
- Integrate Cognito Forms with other systems using Zapier.
- Ensure seamless data flow and user-friendly form experiences.
- Ensure data consistency across systems through regular data synchronization and reconciliation.
Zapier Integration:
- Proficient in using Zapier to connect various apps (Cognito Forms, Stripe, Zoho, ClickUp, etc.).
- Automate processes, trigger actions, and streamline workflows.
- Troubleshoot and optimize Zapier integrations.
QuickBooks Online Data Loading:
- Enable and maintain data loading into QuickBooks Online.
- Ensure accurate financial data transfer and reconciliation.
- Collaborate with accounting and finance teams.
Data Manipulation (Excel/Google Sheets):
- Proficient in complex data manipulation using Excel or Google Sheets.
- Analyze, transform, and validate data for reporting and decision-making.
- Create macros, formulas, and custom functions as needed.
Data Accuracy Testing:
- Conduct rigorous data accuracy testing across applications.
- Identify discrepancies, anomalies, and data quality issues.
- Collaborate with QA teams to ensure reliable data.
Customer Acceptance Testing:
- Perform customer acceptance testing for web and mobile applications.
- Validate functionality, usability, and performance.
- Provide feedback to development teams for continuous improvement.
Minimum Qualifications:
- Bachelor's degree in Computer Science, Software Engineering, or Information Technology.
- Minimum of 2 years hands-on experience in most of the above skills.
- A minor in Marketing, Accounting, or Finance is a plus.
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