ISA CRM Specialist - Zoho Expert #4694

Are you a people person and a creative problem-solver with expertise in Zoho CRM?

About Us:
Phyllis Song Consulting is a leading Virtual Assistant Agency focused on empowering professionals to grow and thrive in their careers. Join our innovative, supportive team, where you’ll collaborate with skilled VAs, tackle meaningful tasks, and access extensive training and development resources.

Job Description:
We are looking for an organized and self-driven ISA CRM Specialist with advanced knowledge of the Zoho Suite, including Zoho CRM, Zoho Books, Zoho Analytics, and more. In this role, you’ll optimize our CRM processes, enhance automation within Zoho applications, and deliver robust data management solutions to drive operational efficiency.

Key Responsibilities:
Manage, streamline, and automate workflows within Zoho CRM and Zoho Books to enhance productivity.
Develop and implement automation solutions to simplify data syncing and financial processes.
Create custom functions using Zoho Deluge scripting and integrate third-party apps via API connections.
Oversee data import/export, ensuring accurate data migration across Zoho applications.
Design and maintain dashboards and reports to track key metrics in Zoho Analytics.
Train team members on Zoho best practices, document workflows, and provide troubleshooting support.
Ensure data compliance and security within Zoho, adhering to GDPR and HIPAA standards.

Qualifications:
2+ years of experience working extensively with Zoho CRM, Zoho Books, and related applications.
Proficiency in Zoho Deluge scripting and API integration.
Strong skills in data management, workflow automation, and process optimization.
Ability to create training documentation and communicate effectively on various platforms.
Comfortable working both independently and as part of a team.

Tools You Will Use:
Zoho Suite: Zoho CRM, Zoho Books, Zoho Projects, Zoho Desk, Zoho Analytics
Zoho Deluge and REST API for custom scripting and integrations
Zoho Flow for cross-app workflow automation
Reporting Tools: Zoho Analytics, Google Data Studio, Power BI
Communication Tools: Zoho Cliq, Slack, Loom

Working Hours:
Full-time, 40 hours per week
Monday-Friday, 8am-4pm PST (Paid lunch included)
Graveyard Shift

Preferred Traits:
Self-starter with excellent problem-solving abilities
Organized and detail-oriented
Able to work both collaboratively and independently
Creative thinker who can identify and fill process gaps
Comfortable communicating via text, email, phone, and video calls
Fluent in English, with an American-style accent preferred

Non-Negotiables:
Screenshot and productivity tracker required.
Time of work hours (Graveyard Shift).

Benefits:
Paid 30 business days of training (covering mindset and skillset).
Work-from-home opportunity.
7th-month, anniversary, and performance bonuses.
Access to ongoing training resources.
Collaborate with an exceptional community of VAs.
Weekly payment.

How to Apply:
Please answer the following questions to help us determine if you’re a good fit for the role:

1.Who is the most influential person in your life and how did he/she impact you?
2.What is the toughest obstacle you have encountered in life? Did you overcome it? How?
3.How would you define success in your personal & business life?
4.Can you tell me about a time when you made a mistake at work? How did you handle it?
5.Describe a situation where you faced significant challenges or setbacks. How did you stay motivated and persevere through them?
6.Can you give an example of a time when you had to come up with a creative solution to solve a problem with limited resources?

Why Join Us?

Join Phyllis Song Consulting and be part of a community that values growth, innovation, and support. Our VAs enjoy a structured, rewarding environment that fosters professional development and work-life balance.