
Marketing Automation Specialist
1 week ago
Job Summary
">We are seeking a Marketing Automation and CRM Lead to join our team. The ideal candidate will have experience in revenue operations, marketing operations, sales ops, or CRM management.
">Main Responsibilities
">- Own and manage Zoho CRM, ensuring clean data, optimized workflows, and proper integration with marketing automation and finance tools.
- Design and implement lead scoring, routing, and lifecycle stages.
- Create and maintain dashboards, reports, and KPIs for BD and digital teams.
Key Performance Indicators
">- Analyze funnel metrics from lead to close, marketing attribution, and campaign ROI.
- Collaborate with Digital Marketing to support campaign targeting, reporting, and lead flow.
- Work with BDRs, AEs, and Marketing to ensure accurate pipeline visibility and forecasting.
Cross-functional Collaboration
">- Liaise with Finance for revenue recognition and collections tracking.
- Coordinate with Product/Operations to align GTM activities with service delivery.
- Support quarterly business reviews, performance reporting, and leadership insights.
Requirements
">- Bachelor's or Master's in Business, Marketing, Information Systems, or a related field.
- 3–5 years of experience in Revenue Operations, Marketing Operations, Sales Ops, or CRM Management.
- Strong expertise in Zoho CRM (Zoho One Suite experience is a big plus).
- Proficient in Excel/Sheets, Google Data Studio, or BI tools (Power BI, Tableau, etc.)
- Deep understanding of B2B funnels, GTM processes, and/or RCM business models.
- Excellent communication, analytical thinking, and project management skills.
- Experience with healthcare SaaS or RCM companies.
- Knowledge of marketing attribution models and budgeting.
- Familiarity with contract lifecycle management (CLM) platforms.
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