[Hiring] Zoho CRM Specialist & Systems Optimization Consultant @Wing Assistant

Role Description

Wing is on the exciting mission of redefining the future of work for companies worldwide! We are looking for an experienced Zoho CRM Specialist & Systems Optimization Consultant to join our team!

• Conduct a comprehensive audit of the existing customized Zoho CRM, including modules, fields, layouts, workflows, automations, Blueprints, reports, dashboards, integrations, and user permissions.
• Identify CRM errors, broken processes, redundant configurations, data-quality issues, bottlenecks, and opportunities for improvement.
• Build, troubleshoot, repair, and optimize Zoho CRM Blueprints and workflow automations.
• Develop and modify custom modules, fields, layouts, functions, and other CRM components as needed.
• Diagnose and resolve technical issues, automation failures, configuration errors, and unexpected CRM behavior.
• Work with Deluge scripting, APIs, webhooks, and third-party integrations relevant to the CRM environment.
• Review and improve CRM workflows to ensure they align with actual business processes and operational requirements.
• Maintain clear documentation of CRM customizations, dependencies, fixes, configuration changes, and system processes.
• Serve as the primary technical point of contact for Zoho CRM questions, troubleshooting, and support.
• Investigate reported issues, identify root causes, implement approved solutions, and verify that fixes work properly.
• Review reports, dashboards, pipeline stages, data fields, tags, and data-entry practices for accuracy and consistency.
• Create and maintain a centralized, searchable online training manual with step-by-step instructions, screenshots, examples, and troubleshooting guidance.
• Develop training materials and conduct training sessions for new and existing users.
• Provide regular updates to leadership regarding completed work, identified issues, recommendations, priorities, and outstanding items.
• Maintain a prioritized improvement roadmap and recommend practical ways to improve efficiency and reduce manual work.

Qualifications

• Demonstrated hands-on experience administering, configuring, troubleshooting, and developing Zoho CRM.
• Proven experience building and maintaining Zoho CRM Blueprints and complex workflow automations.
• Experience working with customized or bespoke Zoho CRM environments.
• Working proficiency in Deluge and the ability to diagnose and modify custom functions.
• Experience with custom modules, fields, layouts, validation rules, permissions, and CRM data structures.
• Experience working with APIs, webhooks, and third-party integrations.
• Strong analytical and problem-solving skills with the ability to identify root causes and implement lasting solutions.
• Experience documenting technical systems and creating user-friendly training materials.
• Strong written and spoken English, with the ability to explain technical concepts to non-technical users.
• Excellent organization, follow-through, attention to detail, and communication skills.
• Ability to work independently and manage competing priorities.
• Experience supporting professional-services firms, law firms, or businesses with structured intake, sales, and client-service processes is a plus.
• Commitment to confidentiality, data security, and responsible handling of sensitive client information.

Requirements

• USB Headset with Noise Cancellation feature
• Working Webcam
• Computer with at least 1.8 GHz processor and at least 4GB RAM
• Main Internet Service Speed: at least 25 Mbps
• Backup Internet Service Speed: at least 10 Mbps
• Reliable internet connection suitable for full-time remote work

Benefits

• Competitive USD Compensation
• Performance Incentives
• Job Security and Stability
• Paid Training
• Inclusive Culture
• Upskilling Opportunities
• 100% Work-From-Home
• Exceptionally Supportive Team
• Opportunities for Career Growth
• Fun Work Environment
• Holiday & Overtime Pay, where applicable

Schedule and Location

• Schedule: Monday–Friday, 8:00 AM – 5:00 PM Eastern Time
• Employment Type: Full-Time
• Location: Remote — Mexico and Global Candidates
• Candidates outside the Americas must be able to consistently work the required Eastern Time schedule.

Salary Package

• USD $1,500 per month

Training Provided

• Familiarization with the firm's existing Zoho CRM configuration and business processes.
• Training on the firm's CRM workflows, procedures, and operational requirements.
• Business-specific processes and documentation standards.
• Coordination with leadership and staff regarding approved CRM improvements.