
CRM Expert
4 weeks ago
1 month ago Be among the first 25 applicants
Job Title: Customer Relationship Management SpecialistResponsibilities:
- Proficient in enabling sales and marketing using Zoho CRM, including configuration, customization, and optimization to meet business needs.
- Collaborate with sales and marketing teams to enhance CRM functionality.
- Execute and maintain marketing email campaigns, create targeted content, track performance, and ensure compliance with best practices.
- Develop and maintain Cognito Forms for data collection, integrate with other systems via Zapier, and ensure seamless data flow and user experience.
- Utilize Zapier to connect apps, automate workflows, troubleshoot, and optimize integrations.
- Manage data loading into QuickBooks Online, ensure accurate financial data transfer, and collaborate with finance teams.
- Perform complex data manipulation using Excel or Google Sheets, including creating macros and formulas for reporting and analysis.
- Conduct data accuracy testing across applications, identify discrepancies, and collaborate with QA teams.
- Perform customer acceptance testing for web and mobile applications, validate functionality, usability, and provide feedback for improvements.
Requirements:
- Bachelor's degree in Computer Science, Software Engineering, or Information Technology.
- Minimum 2 years of hands-on experience with the skills listed above.
- Minor in Marketing, Accounting, or Finance is a plus.
- Seniority level: Associate
- Employment type: Full-time
- Job function: Information Technology
- Industries: IT Services and IT Consulting
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