Zoho CRM Specialist at Remote VA
Job details
Use AI to assess how you fit
About this role
Zoho CRM Specialist Position Overview We are looking for a Zoho CRM Specialist to manage and support CRM activities, maintain accurate customer and sales records, and help streamline workflows. Experience with Zoho CRM is a MUST , with the ability to work with QuickBooks and Microsoft Outlook integrations being a strong advantage. Zoho CRM supports integrations with both QuickBooks and Outlook for syncing customer, financial, email, calendar, and activity information. Key
Manage and maintain records in Zoho CRM .
Update customer, lead, contact, and account information accurately.
Monitor CRM activities, tasks, and follow-ups.
Assist with CRM workflows, data organization, and reporting.
Work with QuickBooks and assist with CRM/accounting data integration when needed.
Use Microsoft Outlook for email, calendar, contacts, and CRM-related activities.
Help ensure information is properly synchronized between systems.
Identify and resolve basic CRM data or integration issues.
Maintain accurate and organized records.
Requirements
Zoho CRM experience is a MUST.
Experience managing CRM databases and customer records.
Knowledge of QuickBooks is preferred.
Experience with Microsoft Outlook is preferred.
Familiarity with CRM integrations and data synchronization is a plus.
Strong attention to detail and organizational skills.
Good written and verbal English communication skills.
Ability to work independently and manage multiple tasks.
Willingness to learn new systems and processes.
Schedule Monday–Friday, 9:00 AM–5:00 PM EST Gender Preference
Any gender – candidates will be evaluated based on skills, experience, and qualifications. Originally posted on Himalayas