Product Specialist (CRM) - Mountlake Terrace, WA

About the role

The CRM Product Specialist will assist in leading the development, customization, and optimization of our instance of Zoho CRM as well as related Zoho applications (Zoho Analytics, Zoho Sign, Zoho One, Zoho Forms, Zoho Flow, etc.). This role is ideal for someone who thrives at the intersection of technology and business operations, with a passion for building scalable solutions and solving complex problems.

Responsibilities

• Work closely with the primary owner becoming a subject matter expert for Zoho CRM and related Zoho One applications (e.g. Sign, Survey, Analytics, Campaigns, and Recruit)
• Act as a first point-of-contact and deliver resolutions for internal Tier 1 and 2 tickets related to Zoho products
• Lead project related to the design, development, and deployment of custom Zoho CRM module solutions using Deluge scripting
• Collaborate with internal stakeholders to gather requirements, translate business needs into technical specifications, and deliver tailored CRM workflows, automations, and dashboards
• Manage end-to-end Zoho CRM implementations, including data migration, automated workflow rules, system configuration, user training, and post-launch support
• Integrate Zoho CRM with third-party platforms using APIs, Webhooks, JavaScript, Python, and HTML/CSS
• Monitor system performance, troubleshoot issues, and continuously optimize CRM processes to improve user experience and data integrity
• Collaborate with vendors and Zoho support to resolve technical issues and ensure timely delivery of enhancements
• Develop and maintain technical documentation, including SOPs, user guides, and system architecture diagrams
• Conduct post-project reviews to evaluate outcomes, gather feedback, and implement improvements for future initiatives

Requirements

Expertise in managing Zoho CRM and Zoho One suite, including hands-on experience with Deluge scripting and custom module development

Strong understanding of CRM best practices, data modeling, and customer lifecycle management

Proficiency in JavaScript, Python, and HTML/CSS for building custom functions, integrations, and UI enhancements

Experience with architecting solutions with automation tools such Logic Apps, or Microsoft Power Automate

Ability to manage multiple projects simultaneously in a fast-paced, evolving environment

Strong analytical and problem-solving skills with a proactive, “figure-it-out” mindset

Excellent communication skills with the ability to explain technical concepts to non-technical stakeholders

Highly organized, self-motivated, and capable of working independently with minimal supervision

Qualifications

Not specified

Skills

Not specified

Benefits

Not specified

Pay

$70,000 - $80,000 per year

Schedule

Full-time