CRM Analyst | Zoho

Job description

**About PayJoy** PayJoy, a Public Benefit Corporation, is a mission-first credit provider dedicated to helping under-served customers in emerging markets to achieve financial stability and success. Our patented technology for secured credit provides an on-ramp for new customers to enter the credit system. Through PayJoy’s point-of-sale financing and card offerings, customers gain access to a modern quality of life. PayJoy’s credit also allows our customers to seize opportunities as micro-entrepreneurs, and acts as insurance for tough times. Through our cutting-edge machine learning, data science, and anti-fraud AI, we have served over 18 million customers as of 2025 while achieving solid profitability for sustainable growth. **This role** The Zoho CRM Analyst is responsible for administering, optimizing, and continuously improving the company's Zoho CRM ecosystem so that **Sales, Marketing, and Customer Success teams can rely on clean data, efficient workflows,** and actionable insights. Acting as the bridge between business needs and the platform, this role configures modules, automations, dashboards, and reports, safeguards data quality ### Key responsibilities - **Administer and maintain the CRM platform** — users, roles, profiles, layouts, modules, fields, and permissions keeping the system aligned with evolving business processes. This role has to be able to manage any CRM platform (we are evaluating current Zoho platform) - **Design and maintain automations** (workflows, blueprints, assignment and scoring rules) and integrations across the Zoho suite (Campaigns, Desk, Analytics, Flow, Creator) to reduce manual work and enforce process consistency. - **Safeguard data quality and governance**: define data standards, run deduplication and validation routines, and monitor the completeness and accuracy of records across the pipeline. - **Build and maintain dashboards and reports** in Zoho CRM/Analytics that give Sales, Marketing, and leadership clear visibility into pipeline health, conversion, and performance KPIs. - **Partner with business stakeholders** to gather requirements, translate them into CRM solutions, document processes, and train end users on new features and best practices. - **Support integrations and data flows** between Zoho CRM and other tools (marketing, telephony, finance/ERP), troubleshooting issues and coordinating with vendors or IT as needed. ### Qualifications - **Software / tools:** Hands-on experience administering and configuring Zoho CRM. Familiarity with the broader Zoho One suite (Analytics, Campaigns, Desk, Flow, Creator) is highly valued, along with solid spreadsheet skills (Excel / Google Sheets) and a basic understanding of APIs and integrations. - **Specific knowledge:** Understanding of end-to-end sales and marketing processes (lead-to-cash), CRM data models, pipeline management, and reporting; experience supporting B2B / commercial teams. Deluge scripting and Zoho Flow / webhooks are a plus. - **Expected results:** A reliable, well-governed CRM with high data quality, automated workflows that reduce manual effort, and timely, accurate dashboards that support decision-making and pipeline growth. - **Skills:** Analytical, problem-solving mindset with strong attention to detail; clear communication to translate between business and technical language; ability to train and support users; and self-management to prioritize multiple requests. - **Desirable (not essential):** Zoho certifications; experience with SQL or BI tools; intermediate/advanced English (Portuguese a plus); and prior experience in a similar CRM Analyst or Sales Operations role. ### Benefits - 100% Company-funded Health and dental and vision discount plan for employees and immediate family members. - Life insurance. - Phone finance, Headphone, home office equipment and wellness perks. - 30 days of Christmas bonus - 20 days paid Vacation - 50% Vacation premium - $2,000 MXN monthly grocery coupons - $2,000 USD annual Co-working Travel perk - $2,000 USD annual Professional Development perk - Catered lunches