PineQ Lab TechnologyRemote
Business Analyst(Zoho CRM)
United States of America
Full Time
2 hours ago
Visa Sponsor
Key skills
Zoho CRMDeluge scriptingCRM configurationLead and deal pipeline managementAutomation rulesEmail template configurationUser role customizationThird-party system integrationAPI developmentData import/exportData cleansingData integrity managementData security and access controlReport and dashboard customizationAnalyticsCRMERPSales
About this role
PineQ Lab Technology is seeking a Business Analyst to design, implement, and maintain comprehensive Zoho CRM solutions. The role involves translating business requirements into automated configurations, managing data integrity, and optimizing workflows across the organization.
Responsibilities:
- Work with stakeholders (sales| marketing| operations teams) to understand business needs
- Analyze existing CRM processes and identify gaps
- Translate business requirements into technical solutions within Zoho CRM
- Set up Zoho CRM modules| fields| layouts| profiles| and workflows
- Configuration experiences in Lead and deal pipelines| Automation rules (workflows|approvals| blueprints)|Email templates and notifications
- Customize UI and user roles to match business processes
- Develop custom functions using Deluge scripting
- Build integrations with third-party systems (ERP| marketing platforms| payment gateways|etc.)
- Create APIs or use Zoho integrations (Zoho Books| Desk| Campaigns| etc.)
- Customize reports| dashboards| and analytics
- Import export data from legacy systems
- Cleanse and structure data
- Ensure data integrity and deduplication
- Set up data security and access controls
Requirements:
- Design, implement, and maintain comprehensive Zoho CRM solutions by translating business requirements into automated, scalable technical configurations and custom Deluge scripts
- Manage end-to-end data integrity, system integrations with third-party platforms, and user-facing reporting to optimize operational workflows across the organization
- Work with stakeholders (sales| marketing| operations teams) to understand business needs
- Analyze existing CRM processes and identify gaps
- Translate business requirements into technical solutions within Zoho CRM
- Set up Zoho CRM modules| fields| layouts| profiles| and workflows
- Configuration experiences in Lead and deal pipelines| Automation rules (workflows| approvals| blueprints)| Email templates and notifications
- Customize UI and user roles to match business processes
- Develop custom functions using Deluge scripting
- Build integrations with third-party systems (ERP| marketing platforms| payment gateways| etc.)
- Create APIs or use Zoho integrations (Zoho Books| Desk| Campaigns| etc.)
- Customize reports| dashboards| and analytics
- Import export data from legacy systems
- Cleanse and structure data
- Ensure data integrity and deduplication
- Set up data security and access controls