CRM Analyst (Zoho)

Location: Lima, Peru; hybrid

Company

Product-focused company hiring for its Operations – Financial Operations team.

What you will do

• Administer CRM users, roles, profiles, layouts, modules, fields, and permissions in line with evolving business processes.
• Design and maintain workflows, blueprints, assignment and scoring rules, and integrations across Zoho Campaigns, Desk, Analytics, Flow, and Creator.
• Define data standards, perform deduplication and validation routines, and monitor record completeness and accuracy across the pipeline.
• Build dashboards and reports in Zoho CRM and Analytics covering pipeline health, conversion, and performance KPIs.
• Gather requirements from business stakeholders, translate them into CRM solutions, document processes, and train end users.
• Support integrations and data flows between CRM, marketing, telephony, and finance/ERP tools; troubleshoot issues and coordinate with vendors or IT.

Requirements

• Up to 3 years of experience in CRM administration or analysis, or sales/revenue operations, ideally with Zoho CRM.
• Hands-on Zoho CRM administration and configuration, including modules, layouts, fields, workflows, and blueprints.
• Experience with data import/export, deduplication, bulk updates, CRM data governance and hygiene, naming conventions, standardization, and ungoverned-object cleanup.
• Understanding of end-to-end sales and marketing processes, including lead-to-cash flow, pipeline stages, KAM/account structures, CRM data models, pipeline management, and reporting.
• Experience supporting B2B or commercial teams and designing reports and dashboards within CRM analytics.
• Experience with integrations via REST APIs and webhooks, plus a basic understanding of APIs and integrations.
• Analytical and problem-solving mindset, strong attention to detail, clear communication between business and technical stakeholders, user-training ability, and self-management across multiple requests.
• Bachelor's degree in business administration, information systems, computer science, marketing, data, or a related field, or equivalent practical experience.
• Advanced English proficiency.

Nice to have

• Familiarity with Zoho One, including Analytics, Campaigns, Desk, Flow, and Creator.
• Deluge scripting and/or Zoho Flow for automation.
• Zoho certifications.
• Experience with SQL or BI tools.
• Intermediate or advanced English and Portuguese.
• Prior experience in a similar CRM Analyst or Sales Operations role.

Culture & Benefits

• Hybrid work arrangement in Lima.
• Company-funded health insurance for the employee and immediate family.
• Company-funded employee life and disability insurance.
• Paid vacation days and unlimited sick leave.
• $2,000 USD annual co-working travel perk and $2,000 USD annual professional development perk.
• Phone financing, headphone benefit, home office equipment allowance, wellness support, and catered lunches.