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CRM Administrator Consultant

SM Staffing

  • Monsey, New York
  • 30+ days ago

    Highlights

    This is a hands-on role responsible for day-to-day administration, internal support, user training, and continuous improvement of the system — acting as the key liaison between our business teams and external development partner. Key Responsibilities: Own and administer the Zoho CRM platform, including users, roles, permissions, modules, workflows, automations, and dashboards.

    Numbers & Facts

    LocationMonsey, New York

    Description

    We are seeking a detail-oriented and proactive CRM Administrator to serve as the internal owner of our custom-built Zoho CRM platform. This is a hands-on role responsible for day-to-day administration, internal support, user training, and continuous improvement of the system — acting as the key liaison between our business teams and external development partner.
    Key Responsibilities:
    • Own and administer the Zoho CRM platform, including users, roles, permissions, modules, workflows, automations, and dashboards.
    • Serve as the first point of contact for internal CRM questions, issues, and enhancement requests — triaging, prioritizing, and resolving or escalating as needed.
    • Write clear requirements and coordinate development work with our external technology partner.
    • Develop and deliver training for new hires and existing staff; create and maintain SOPs, documentation, and best-practice guides.
    • Build and maintain reports and dashboards to support operational and performance tracking across teams.
    • Identify opportunities to reduce manual work and increase efficiency through CRM features and automation.
    • Support integrations, system updates, and rollout of new features in coordination with IT and external partners.
    Qualifications:
    • 2+ years of hands-on CRM administration experience (Zoho, Salesforce, HubSpot, or similar).
    • Experience managing workflows, automation rules, reports, dashboards, and user permissions.
    • Strong ability to communicate technical concepts to non-technical users.
    • Experience working with external vendors or developers.
    • Highly organized, detail-oriented, and able to manage multiple priorities.
    Preferred:
    • Direct experience with Zoho CRM or Zoho One.
    • Background in Sales Ops, RevOps, Business Systems, or Operations.
    • Experience with low-code tools, scripting, APIs, or integrations.
    • Experience designing and delivering user training programs.
    • Familiarity with data cleanup, migrations, or CRM optimization projects.

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