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. 2. 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. 3. 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 4. 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. 5. 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. 6. 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. 7. 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. 8. 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. Requirements Bachelor’s degree in Computer Science, Software Engeering 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.