CRM Administrator Consultant

We are seeking a detail-oriented and proactive CRM Administrator to serve as the internal owner of our custom-built Zoho CRM platform. This is a hands-on role responsible for day-to-day administration, internal support, user training, and continuous improvement of the system — acting as the key liaison between our business teams and external development partner.
Key Responsibilities:

• Own and administer the Zoho CRM platform, including users, roles, permissions, modules, workflows, automations, and dashboards.
• Serve as the first point of contact for internal CRM questions, issues, and enhancement requests — triaging, prioritizing, and resolving or escalating as needed.
• Write clear requirements and coordinate development work with our external technology partner.
• Develop and deliver training for new hires and existing staff; create and maintain SOPs, documentation, and best-practice guides.
• Build and maintain reports and dashboards to support operational and performance tracking across teams.
• Identify opportunities to reduce manual work and increase efficiency through CRM features and automation.
• Support integrations, system updates, and rollout of new features in coordination with IT and external partners.

• 2+ years of hands-on CRM administration experience (Zoho, Salesforce, Hub Spot, or similar).
• Experience managing workflows, automation rules, reports, dashboards, and user permissions.
• Strong ability to communicate technical concepts to non-technical users.
• Experience working with external vendors or developers.
• Highly organized, detail-oriented, and able to manage multiple priorities.

• Direct experience with Zoho CRM or Zoho One.
• Background in Sales Ops, Rev Ops, Business Systems, or Operations.
• Experience with low-code tools, scripting, APIs, or integrations.
• Experience designing and delivering user training programs.
• Familiarity with data cleanup, migrations, or CRM optimization projects.