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Zoho CRM Specialist
Job Location:
Job Location:
National Capital Region - Philippines
Monthly Salary:
Not provided by the employer
Monthly Salary:
Posted:
14 September 2026 (2 days ago)
Posted:
Application Deadline:
12 December 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Zoho CRM Specialist
Position Overview
We are looking for a Zoho CRM Specialist to manage and support CRM activities maintain accurate customer and sales records and help streamline workflows. Experience with Zoho CRM is a MUST with the ability to work with QuickBooks and Microsoft Outlook integrations being a strong advantage. Zoho CRM supports integrations with both QuickBooks and Outlook for syncing customer financial email calendar and activity information.
Key Responsibilities
- Manage and maintain records in Zoho CRM.
- Update customer lead contact and account information accurately.
- Monitor CRM activities tasks and follow-ups.
- Assist with CRM workflows data organization and reporting.
- Work with QuickBooks and assist with CRM/accounting data integration when needed.
- Use Microsoft Outlook for email calendar contacts and CRM-related activities.
- Help ensure information is properly synchronized between systems.
- Identify and resolve basic CRM data or integration issues.
- Maintain accurate and organized records.
Requirements
- Zoho CRM experience is a MUST.
- Experience managing CRM databases and customer records.
- Knowledge of QuickBooks is preferred.
- Experience with Microsoft Outlook is preferred.
- Familiarity with CRM integrations and data synchronization is a plus.
- Strong attention to detail and organizational skills.
- Good written and verbal English communication skills.
- Ability to work independently and manage multiple tasks.
- Willingness to learn new systems and processes.
Schedule
MondayFriday 9:00 AM5:00 PM EST
Gender Preference
Any gender candidates will be evaluated based on skills experience and qualifications.
