Zoho CRM & Analytics Specialist Zoho Expert - name

The Zoho CRM & Analytics Specialist serves as the organization's internal expert for the Zoho ecosystem, responsible for maximizing the value of Zoho One and its integrated applications. This role combines CRM administration, business intelligence, process automation, reporting architecture, and systems optimization to ensure leadership has accurate, timely, and actionable data to drive business decisions.

The specialist will partner closely with Operations, Sales, Finance, Customer Service, IT, and Executive Leadership to design scalable reporting solutions, optimize business processes, improve data quality, and develop automation across Zoho CRM, FSM, Billing, Analytics, and other Zoho applications.

Rather than simply producing reports, this role is expected to become the organization's trusted advisor on how to best leverage the Zoho platform to improve operational efficiency and business visibility.

Position Details

Company: Otte Polo Group

Department: Operations / Business Intelligence

Reports To: Chief Executive Officer (CEO)

Employment Type: Full-Time

Core Responsibilities

Zoho Platform Administration

• Serve as the company's subject matter expert for Zoho One and all integrated applications.
• Maintain and optimize Zoho CRM, FSM, Billing, Analytics, and related Zoho products.
• Configure custom modules, fields, layouts, workflows, validation rules, and permissions.
• Recommend platform improvements based on evolving business needs.
• Ensure system configuration follows best practices and remains scalable.

Business Intelligence & Reporting

• Design executive dashboards and operational reporting within Zoho Analytics.
• Develop reporting frameworks that consolidate data across CRM, FSM, Billing, and other business systems.
• Build self-service dashboards that allow leadership to monitor KPIs in real time.
• Design meaningful metrics that support operational and strategic decision-making.
• Create automated reporting schedules and KPI scorecards for business leaders.
• Ensure reporting accuracy through proper data modeling and validation.

Data Management & Analytics

• Design and maintain a centralized reporting data model.
• Identify and resolve data inconsistencies across Zoho applications.
• Improve overall data quality, governance, and reporting reliability.
• Develop historical reporting solutions for trend analysis and forecasting.
• Partner with stakeholders to define KPI definitions and reporting standards.

Automation & Process Improvement

• Develop custom workflows using Zoho Deluge scripting.
• Build automation to eliminate manual processes whenever possible.
• Create custom functions, scheduled workflows, and busines