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Remote crm enablement lead – automation & insights

Brisbane
Set Up My Offshore
Posted: 4 June
Offer description

* Design, implement, and continuously improve workflows across Zoho CRM, Zoho Recruit, Zoho Contracts, Zoho Sign, and related systems. * Develop, test, and validate new processes within sandbox environments prior to production deployment. * Identify system inefficiencies and recommend automation and optimisation opportunities. * Collaborate with Zoho specialists and the Head of IT to enhance system architecture and integration. * Maintain data integrity, process consistency, governance, and user adoption across teams. Job Description This is a remote position. CRM & Systems Optimisation * Design, implement, and continuously improve workflows across Zoho CRM, Zoho Recruit, Zoho Contracts, Zoho Sign, and related systems. * Develop, test, and validate new processes within sandbox environments prior to production deployment. * Identify system inefficiencies and recommend automation and optimisation opportunities. * Collaborate with Zoho specialists and the Head of IT to enhance system architecture and integration. * Maintain data integrity, process consistency, governance, and user adoption across teams. Sales & Client Success Enablement * Apply understanding of lead generation and sales operations to optimise CRM pipelines and customer journeys. * Improve visibility and reporting across the full client lifecycle. * Implement system automations that enable Sales and Recruitment teams to deliver stronger client outcomes. * Monitor performance metrics and proactively identify risks, bottlenecks, and opportunities for improvement. Data & Reporting * Collate, analyse, and present performance data across Sales, Marketing, Recruitment, and Client Success functions. * Build and maintain dashboards using Excel, Zoho Analytics, and reporting tools for leadership visibility. * Track campaign effectiveness, conversion performance, and operational KPIs. * Support executive reporting through clear insights, trend analysis, and actionable recommendations. Marketing & Project Coordination Support * Support implementation tracking and reporting of marketing initiatives and campaigns. * Monitor performance against KPIs and contribute to process refinement. * Act as a coordination point across departments for system and process-related initiatives. * Contribute to cross-functional projects and ensure alignment with business objectives. Strategic Alignment * Participate in executive discussions where data insights and system visibility inform decision-making. * Translate leadership strategy into CRM functionality, automation, and workflow design. Support scalable operational infrastructure aligned with broader company growth objectives. Requirements * 3–5+ years of experience in CRM administration, sales operations, systems optimization, enablement, or similar operational roles. * Background in Sales Operations, Marketing Operations, Client Success Operations, Revenue Operations, or related business functions. * Experience working cross-functionally with IT teams and external system specialists. * Exposure to recruitment, lead generation, outsourcing, or service-based business models (preferred). * Degree in Business, Information Systems, Marketing, Data Analytics, or a related discipline (desirable but not essential). * Project management training or certification (beneficial). * Zoho certifications or platform experience (advantageous). check(event) ; career-website-detail-template-2 => apply(record.id,meta)\" mousedown=\"lyte-button => check(event)\" final-style=\"background-color:#FA6400;border-color:#FA6400;color:white;\" final-class=\"lyte-button lyteBackgroundColorBtn lyteSuccess\" lyte-rendered=\"\"> #J-18808-Ljbffr

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