Sales Operations (CRM) Specialist and Managemen...
Description We are on the lookout for an experienced Zoho CRM Specialist. Responsible for optimizing and managing our client’s Zoho platform to ensure seamless processes, data tracking, order fulfillment, invoicing, consistently monitoring systems, supporting the logistical flow of operations, and efficient management.
In addition to ensuring smooth communication with customers and internal teams by serving as a liaison and delivering top-tier support across multiple channels. Collaborate with sales, account management, marketing, and customer success teams to refine workflows and deliver tactical solutions that enhance performance and efficiency.
Core Responsibilities
CRM & Workflow Management: Maintain and optimize the CRM platform and streamline sales, order fulfillment, and invoicing workflows. Order Processing: Monitor incoming orders via email and portals throughout the day, confirm receipt, track status, and address discrepancies. Vendor Coordination: Issue purchase orders, confirm dispatch, and follow up to ensure timely fulfillment. Customer & Vendor Liaison: Serve as the main contact for inquiries, updates, and order-related communication between customers and vendors. Invoicing & Records: Generate and send invoices, and ensure all order-related documentation is organized and up to date. Issue Resolution: Proactively manage fulfillment issues, provide quality control, and escalate complex problems as needed.
- Salary: $1300 / month
- Type of Work: Full-time remote
- Work Schedule: Central US time zone
Requirements In-depth background in a remote set-up of work similar to freelancing as an Independent Contractor (deep understanding of the pros & cons involved in this industry). Hands-on experience with the Zoho platform (e.g., integration, ordering functions, and workflow automation) Experience with B2B Zoho set-up Strong understanding of the complete ordering process and how to optimize it using the CRM platform Ability to work cross-functionally with supply chains, sales, and customer success teams Strong problem-solving skills with a proactive approach to identifying and fixing CRM-related issues. Strong written and verbal communication skills. Quick problem solver- think quickly on their feet and tackle challenges with confidence. Prior customer service experience- ability to turn customer concerns into positive experiences. Adaptable and reliable- able to manage priorities in a start-up phase. Familiarity with CRM systems, order portals, invoicing tools, and spreadsheet software. Ability to stay organized, meet deadlines, and work independently with minimal supervision. Reliable internet connection and consistent availability during designated hours.
Preferred Qualities
- Prior experience with e-commerce, B2B order fulfillment, or vendor management.
- Detail-oriented with strong follow-through and time management skills.
- Solution-focused mindset with proactive communication habits.