Zoho CRM Specialist & Systems Optimization Consultant (Full-Time)

Wing is on the exciting mission of redefining the future of work for companies worldwide We are looking to be the one-stop shop for companies that are looking to build world-class teams and place their operations on autopilot.

And we’re looking for an experienced Zoho CRM Specialist & Systems Optimization Consultant to join our team

Duties and Responsibilities include but are not limited to:

- Conduct a comprehensive audit of the existing customized Zoho CRM, including modules, fields, layouts, workflows, automations, Blueprints, reports, dashboards, integrations, and user permissions.

- Identify CRM errors, broken processes, redundant configurations, data-quality issues, bottlenecks, and opportunities for improvement.

- Build, troubleshoot, repair, and optimize Zoho CRM Blueprints and workflow automations.

- Develop and modify custom modules, fields, layouts, functions, and other CRM components as needed.

- Diagnose and resolve technical issues, automation failures, configuration errors, and unexpected CRM behavior.

- Work with Deluge scripting, APIs, webhooks, and third-party integrations relevant to the CRM environment.

- Review and improve CRM workflows to ensure they align with vigente business processes and operational requirements.

- Maintain clear documentation of CRM customizations, dependencies, fixes, configuration changes, and system processes.

- Serve as the primary technical point of contact for Zoho CRM questions, troubleshooting, and support.

- Investigate reported issues, identify root causes, implement approved solutions,



and verify that fixes work properly.

- Review reports, dashboards, pipeline stages, data fields, tags, and data-entry practices for accuracy and consistency.

- Create and maintain a centralized, searchable online training manual with step-by-step instructions, screenshots, examples, and troubleshooting guidance.

- Develop training materials and conduct training sessions for new and existing users.

- Provide regular updates to leadership regarding completed work, identified issues, recommendations, priorities, and outstanding items.

- Maintain a prioritized improvement roadmap and recommend practical ways to improve efficiency and reduce manual work.

Qualifications:

- Demonstrated hands-on experience administering, configuring, troubleshooting, and developing Zoho CRM.

- Proven experience building and maintaining Zoho CRM Blueprints and complex workflow automations.

- Experience working with customized or bespoke Zoho CRM environments.

- Working proficiency in Deluge and the ability to diagnose and modify custom functions.

- Experience with custom modules, fields, layouts, validation rules, permissions, and CRM data structures.

- Experience working with APIs, webhooks,



and third-party integrations.

- Strong analytical and problem-solving skills with the ability to identify root causes and implement lasting solutions.

- Experience documenting technical systems and creating user-friendly training materials.

- Strong written and spoken English, with the ability to explain technical concepts to non-technical users.

- Excellent organization, follow-through, attention to detail, and communication skills.

- Ability to work independently and manage competing priorities.

- Experience supporting professional-services firms, law firms, or businesses with structured intake, sales, and client-service processes is a plus.

- Commitment to confidentiality, data security, and responsible handling of sensitive client information.

Technical Requirements:

- USB Headset with Noise Cancellation feature

- Working Webcam

- Computer with at least 1.8 GHz processor and at least 4GB RAM

- Main Internet Service Speed: at least 25 Mbps

- Backup Internet Service Speed: at least 10 Mbps

- Reliable internet connection suitable for full-time remote work

Benefits:

- Competitive USD Compensation

- Performance Incentives

- Job Security and Stability

- Paid Training

- Inclusive Culture

- Upskilling Opportunities

- 100% Work-From-Home

- Exceptionally Supportive Team

- Opportunities for Career Growth

- Fun Work Environment

- Holiday & Overtime Pay, where applicable

Schedule and Location:

Schedule: Monday–Friday, 8:00 AM – 5:00 PM Eastern Time
Employment Type: Full-Time
Location: R

📌 Zoho CRM Specialist (México)
🏢 Wing Assistant
📍 México