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Zoho CRM Manager (Zoho CRM Specialist)

Zoho CRM Manager (Zoho CRM Specialist)

Project YWes-Kaap, South Africa
1 day ago
Job description

Overview

Project Y is a high‑growth, VC‑funded fintech company that builds the future of SME financing across Europe. Operating with offices in Zurich and Frankfurt, we combine technology, data, and capital to unlock access to financing for small and medium‑sized businesses. We are looking for a Zoho CRM Specialist to help us scale our sales and marketing operations.

Responsibilities

  • Manage and configure Zoho CRM, including modules, workflows, blueprints, automations, dashboards, reports, email campaigns, and integrations.
  • Develop and implement new features and enhancements to improve business processes and sales & marketing efficiency.
  • Maintain system security, user roles, permissions, and compliance with data protection standards (e.g., GDPR).
  • Ensure data integrity through audits, deduplication, and best practices.
  • Build and maintain dashboards and reports to provide actionable insights into sales, customer engagement, and pipeline health.
  • Track all sales & marketing activities to deliver insights for leadership decision‑making.
  • Monitor performance metrics and propose improvements.
  • Partner with Sales, Marketing, Product, and Support teams to optimize workflows and align CRM functionality with strategic objectives.
  • Support marketing campaigns and customer lifecycle management with segmentation and automation.
  • Coordinate work with external CRM consultants where needed to ensure the best possible results.
  • Train team members on Zoho CRM best practices and new functionality.
  • Serve as the first point of contact for CRM‑related issues and troubleshooting.
  • Drive adoption across the organization.

Qualifications

  • 3+ years of hands‑on experience managing Zoho CRM.
  • Strong understanding of Zoho CRM architecture, workflows, automations, and reporting, including Zoho Campaigns, BI tools, dashboards, and integrations.
  • Solid data management and analytical skills, with the ability to translate data into insights.
  • Experience integrating Zoho CRM with other systems (marketing automation, finance, or customer support tools).
  • A solid understanding of sales & marketing processes and strategy.
  • Excellent communication skills and ability to collaborate with multiple stakeholders.
  • Self‑starter with a problem‑solving mindset, detail orientation, and sense of ownership.
  • Zoho CRM certifications are a strong plus.
  • English proficiency; German is a strong plus.

    • Location

    City of Cape Town, Western Cape, South Africa

    Seniority Level

    Mid‑Senior level

    Employment Type

    Full‑time

    Industries

    Staffing and Recruiting

    Benefits / Referral

    Referrals increase your chances of interviewing at Project Y by 2x.

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    Crm Specialist • Wes-Kaap, South Africa