CRM Specialist

23 hours ago

Lahore, Punjab, Pakistan beBee Careers Full time
Job Description

Zoho CRM Expertise:

  • Enable sales and marketing teams to utilize Zoho CRM effectively.
  • Configure, customize, and optimize Zoho CRM to meet business requirements.
  • 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.

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