CRM Expert

Zoho CRM Expertise:

Proficient in enabling sales and marketing using Zoho CRM.

Configure, customize, and optimize Zoho CRM to meet business needs.

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.

Qualifications:

Bachelor's degree in Computer Science, Software Engineering, or Information Technology.

Minimum of 2 years hands-on experience in most of the above skills.

A minor in Marketing, Accounting, or Finance is a plus.#J-18808-Ljbffr