CRM Analyst (Zoho)

Location: Mexico City, CDMX; hybrid workplace.

Salary

No salary specified. Benefits include a $2,000 USD annual co-working travel perk, a $2,000 USD annual professional development perk, and $2,000 MXN monthly grocery coupons.

Company

hirify.global operates in financial operations and provides a CRM-focused role supporting commercial teams.

What you will do

• Administer and maintain the CRM platform, including users, roles, profiles, layouts, modules, fields, and permissions.
• 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.
• Build and maintain Zoho CRM and Zoho Analytics dashboards and reports for pipeline health, conversion, and performance KPIs.
• Gather requirements from business stakeholders, translate them into CRM solutions, document processes, and train users.
• Support integrations and data flows with marketing, telephony, finance, and ERP tools, troubleshooting issues and coordinating with vendors or IT.

Requirements

• Hands-on experience administering and configuring Zoho CRM, with the ability to manage CRM platforms.
• Understanding of end-to-end sales and marketing processes, including lead-to-cash, CRM data models, pipeline management, and reporting.
• Experience supporting B2B or commercial teams.
• Solid spreadsheet skills with Excel or Google Sheets and a basic understanding of APIs and integrations.
• Analytical and problem-solving mindset, strong attention to detail, and clear communication between business and technical stakeholders.
• Ability to train and support users and self-manage multiple requests.
• Ability to deliver a reliable, well-governed CRM, high data quality, automated workflows, and accurate dashboards for decision-making and pipeline growth.

Nice to have

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

Culture & Benefits

• Hybrid workplace in Mexico City.
• Company-funded health coverage, dental coverage, and a vision discount plan for employees and immediate family members.
• Life insurance, phone financing, headphone support, home office equipment, wellness perks, and catered lunches.
• Thirty days of Christmas bonus, twenty days of paid vacation, and a 50% vacation premium.
• Annual co-working travel and professional development perks.