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Zoho CRM Experts

Role overview

Qualifications

  • Demonstrable experience with Zoho CRM and Zoho Bigin, including setup, customization, workflows and automations
  • Strong data management skills, including record-keeping, data hygiene, integration and synchronization across systems
  • Ability to build useful dashboards, analytic reports and insights from CRM/Bigin usage
  • Experience training or supporting users, producing documentation or process standards

Responsibilities

  • Set up, customize and maintain Zoho CRM modules (fields, layouts, permissions) and implement workflows, automations and dashboards across Zoho CRM and Zoho Bigin
  • Manage Bigin pipelines and small-business workflows; configure teams, roles, and flows between Zoho Bigin and other Zoho tools or third-party apps
  • Ensure data integrity through cleaning, deduplication, import/export, synchronization and audits of CRM/Bigin records
  • Train end users, support adoption, document best practices and create process guidelines; troubleshoot system issues and maintain security settings aligned with GDPR/local privacy requirements

About the company

WITTIGONIA logo

WITTIGONIA

Digital Marketing & SEO Agencies

WITTIGONIA is an independent business advisor and innovation partner. We are working with brands, known institutions and high growth companies in Europe and worldwide. A unique combination of experience, expertise and systemic know how make WITTIGONIA a partner of choice for Entrepreneurs, Investors, Leadership Teams and Policy Makers. Our focus areas are: >> Digital Strategies >> Digital Marketing >> Data Science and System Insights >> Customer and Employee Experience The work ranges from Planning, Strategy, Digital Strategy, Sales & Marketing, Operations to People & Organisational Capability. We specialise in system dynamics, risk, quality management and other quantitative approaches. Website: https://wittigonia.net YouTube: https://youtube.com/wittigonia Twitter: https://youtube.com/wittigonia Facebook: https://facebook.com/wittigonia Instagram: https://instagram.com/wittigonia Pinterest: https://pinterest.com/wittigoniadigital

Company details

IndustryDigital Marketing & SEO Agencies
Company size2 - 10

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Job description

This is a remote position.

Zoho CRM Experts / Zoho Bigin Experts

As a Zoho CRM Expert / Zoho Bigin Expert at WITTIGONIA digital, you will configure, customize and maintain CRM systems to support sales, marketing and customer service teams. In this remote role, you will ensure CRM processes are efficient, data is clean, workflows are automated, and system analytics provide actionable insights. You’ll be a key contributor to improving customer journeys through both Zoho CRM and Zoho Bigin.

Key Responsibilities:


  • Set up, customize and maintain Zoho CRM modules: fields, layouts, permissions, workflows, automations and dashboards

  • Manage Bigin pipelines and small‑business workflows; configure teams, roles, and flows between Zoho Bigin and other Zoho tools or third‑party apps

  • Ensure data integrity: cleaning, deduplication, import/export, synchronization and audit of CRM & Bigin records

  • Build reports and dashboards to track lead generation, opportunity pipelines, and customer lifecycle metrics

  • Train end users, support adoption, document best practices and create process guidelines

  • Troubleshoot system issues, oversee permissions & access control, maintain security settings in line with GDPR / local privacy requirements



  • Requirements

  • Demonstrable experience with Zoho CRM and Zoho Bigin, including setup, customization, workflows and automations.

  • Strong data‑management skills: record‑keeping, data hygiene, integration skills, synchronization across systems

  • Ability to build useful dashboards, analytic reports and insights from CRM & Bigin usage

  • Experience training or supporting users, producing documentation or process standards

  • English fluency (written and spoken); fluency in one additional major language preferred (German, French, Portuguese, Italian or Spanish)

  • Excellent problem‑solving skills and attention to detail; proactive in suggesting improvements



  • Benefits

  • Work remotely with flexibility and autonomy in a digital‑first team

  • Hands‑on opportunity to work across enterprise CRM and small‑business CRM platforms

  • Exposure to international clients and cross‑functional teams

  • Professional growth: opportunities for certifications, best‑practice training, and continual refinement of CRM strategies


  • About WITTIGONIA digital

    WITTIGONIA digital partners with leading platforms like Zoho, TikTok, Google Ads, Microsoft Ads, LinkedIn Ads, and Amazon Ads. We specialize in digital strategy, performance marketing, marketing automation and data‑driven optimization. Our tagline, “Creating Tomorrow Today”, reflects our commitment to innovation and strategic excellence. Learn more via our website and job portal.

    Join us to lead the future of CRM excellence with Zoho‑powered insights and pipeline mastery.


    Learn more about WITTIGONIA services: https://wittigonia.net/en/service/


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    MR

    Marcus Rivera

    Chief Revenue Officer

    m.rivera@company.com
    linkedin.com/in/marcusrivera
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