Source Job

Global

  • Conduct comprehensive audits and optimizations of Zoho CRM systems, including workflows, automations, and integrations.
  • Develop custom modules, scripts, and training materials to improve CRM efficiency and user adoption.
  • Serve as the primary technical contact, troubleshooting issues and maintaining documentation.

Zoho CRM API Integration Workflow Automation

20 jobs similar to Zoho CRM Specialist & Systems Optimization

Jobs ranked by similarity.

Global

  • Design, configure, and maintain client HubSpot environments, including information architecture, automations, and data governance.
  • Build workflows, integrations, and reporting systems that enable B2B sales and marketing teams to scale revenue operations.
  • Work directly with clients and collaborate with GTM strategists to translate business requirements into reliable technical solutions.

This company is a forward-deployed GTM engineering practice that designs and maintains CRM architectures for B2B clients. It operates as a remote-first, AI-first environment with a growing team focused on revenue operations and modern technology.

Brazil

  • Develop and optimize HubSpot CRM solutions to streamline sales, marketing, and customer success operations.
  • Configure pipelines, automate workflows, and integrate business applications using APIs, Zapier, or Make.
  • Track KPIs, build dashboards, and collaborate with teams to improve data quality and decision-making.

Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. It uses a remote, collaborative technology environment and an AI-driven process to review applications.

US 4w PTO

  • Lead end-to-end HubSpot solution design and delivery as the technical and strategic lead across client engagements.
  • Act as the technical voice of the client, supporting scoping, technical sales, and clear risk escalation.
  • Architect scalable CRM systems, integrations, and automations while staying hands-on to ensure builds match design intent.

Process Pro Consulting is a Diamond HubSpot Partner Agency specializing in HubSpot CRM implementation, optimization, revenue operations strategy, and data integration. They support B2B SaaS, professional services, manufacturing, and financial services companies in building scalable revenue systems with a high-quality, collaborative culture.

Global

  • Lead technical integration and data projects for clients from scoping to delivery.
  • Support advanced integrations including RESTful APIs, SSO, and CRM/HRIS connectors.
  • Mentor team members and drive process improvements for elevated client outcomes.

Absorb Software provides an AI-driven learning platform (LMS) for workforce development. Trusted by over 3,300 organizations and 34 million users, the company values collaboration, remote-first work, and continuous innovation.

Global 4w PTO

  • Own the day-to-day administration, maintenance, and optimization of HubSpot and periodic Salesforce administration.
  • Maintain accurate, consistent CRM data through regular audits, cleanup, and standardization.
  • Manage and optimize CRM reports, dashboards, workflows, and automations to ensure reliable business reporting.

Sweed is a product-driven startup building an all-in-one cannabis retail platform that combines POS, eCommerce, Marketing, Analytics, and Inventory Management. We have been on the market for 7 years, continuously growing and refining our product with a focus on simplicity, efficiency, and innovation.

$60,000–$80,000/yr
US

  • Own Growth systems: CRM, contact center, marketing, and engagement platforms.
  • Partner with leaders to implement scalable tech solutions and reporting.
  • Lead Growth projects from requirements to training, including vendor management.

Sandstone Care provides high-quality behavioral health treatment for teens, young adults, and families. They are a collaborative, supportive community focused on innovation and clinical excellence.

US

  • Build and own the systems, processes, and training programs supporting a rapidly growing go-to-market organization.
  • Lead onboarding, develop sales playbooks, strengthen messaging, and help representatives communicate complex AI solutions.
  • Oversee CRM operations, pipeline management, forecasting, reporting, and the GTM technology stack with AI-powered workflows.

A high-growth technology company developing AI-powered solutions for sophisticated buyers. A Series A business with a low-ego, collaborative culture, flexible remote work, and employees across the US, UK, and Australia.

LATAM Africa Eastern Europe

  • Own HubSpot administration, CRM architecture, and configuration across revenue teams.
  • Build and maintain workflows, automations, and integrations to streamline operations.
  • Develop dashboards and reporting for pipeline, customer lifecycle, and revenue performance.

This role is with a growing SaaS company in the health and wellness industry, currently using HubSpot and aiming to develop a more structured Revenue Operations system. The company is scaling and values structured processes and reliable systems.

Europe APAC

  • Own GTM systems across the portfolio, turning each company's CRM, data, and sales process into a connected, automated stack.
  • Ingest, clean, dedupe, load, and route data into CRM; configure fields, pipelines, permissions, and suppression.
  • Connect CRMs, Slack, notes tools, and calendars via APIs, webhooks, OAuth, MCPs, cron jobs, and VMs.

Emergence is a US-based, Pritzker-backed private equity firm that acquires and scales B2B software companies. It builds shared capabilities like GTM to make every portfolio company faster.

Europe

  • Own and administer HubSpot CRM, ensuring data quality and setting up integrations with tools like Make, GA4, and website forms.
  • Build automated GTM workflows and AI-assisted processes for lead enrichment, scoring, and event follow-ups.
  • Define lifecycle stages, lead routing, and attribution tracking to provide reliable pipeline visibility and reporting.

Kubermatic develops enterprise-grade Kubernetes software and services to automate cloud-native operations across multiple infrastructures. As a technology startup and top contributor to the Kubernetes project, they offer a dynamic environment with opportunities for personal growth.

Global

  • Lead discovery workshops and architect tailored HubSpot solutions, independently building complex system components.
  • Manage data migrations, conduct code reviews, and oversee system testing, training, and launch.
  • Serve as primary technical client liaison, collaborating on pre-sales activities and leveraging AI tools to optimize work.

LevelUp is a specialist agency providing outsourcing solutions to agencies, software vendors, and website owners. With a large team of skilled professionals, they deliver technical, operational, and back-office support for over seven years.

EMEA Unlimited PTO

  • Own the GTM systems (CRM, CPQ, marketing automation) as one connected whole and design each change with full context.
  • Turn business requests into real problems, propose options, and automate repetitive work with self-service tools.
  • Build reliable integrations and automations using Salesforce, HubSpot, and modern APIs while providing EMEA-hours support.

DoiT is a global technology company that empowers businesses with cloud solutions and a remote-first culture. They are a diverse team of 'Do'ers' who value entrepreneurship, flexibility, and professional growth.

US

  • Assess and document the current Salesforce Sales Cloud environment, identifying modernization opportunities.
  • Design and implement the future-state architecture, including workflows, integrations, and automation.
  • Partner with business development stakeholders to translate sales requirements into scalable Salesforce configurations.

The hiring partner company is modernizing its Salesforce Sales Cloud to support a growing business development organization. The culture emphasizes remote work, flexibility, and giving experienced consultants meaningful ownership over system improvements.

Global

  • Serve as a hands-on ChurnZero administrator and support CX Operations initiatives.
  • Build and maintain scalable workflows, playbooks, and automation to support customer experience functions.
  • Partner with internal stakeholders to translate business requirements into system workflows and provide progress updates.

An AI-enabled performance and software platform providing customer success and experience solutions. The culture is remote and project-focused, with an emphasis on independent execution and cross-functional collaboration.

$140,000–$160,000/yr
Brazil

  • Lead client discovery and design technical RevOps solutions.
  • Architect integrations between GTM systems using APIs and automation.
  • Mentor delivery teams and advise senior stakeholders.

The hiring company is a partner of Jobgether, specializing in revenue operations and technology solutions for high-growth businesses. It operates with a remote-first culture and offers long-term career development.

$140,000–$160,000/yr
Americas

  • Lead client discovery and design scalable revenue operations architectures across CRM, data, and automation platforms.
  • Oversee integrations using APIs, iPaaS tools, and AI solutions while ensuring data governance and compliance.
  • Advise senior stakeholders, mentor multidisciplinary teams, and establish architecture best practices.

A consulting firm that designs and delivers scalable revenue operations technology solutions for high-growth businesses. The team is experienced, collaborative, and high-ownership, focused on measurable client outcomes and professional growth.

US

  • Assess client needs and provide tailored solutions.
  • Manage administrative tasks including notes, appointments, and CRM updates.
  • Work remotely with a focus on performance-based growth.

Global Elite Empire Consultants provides virtual client relations and consulting services, focusing on assessing client needs and maintaining long-term relationships. The company offers a remote work environment with performance-based advancement and full training.

Philippines

  • Own the administration, governance, and continuous improvement of client HubSpot portals, turning fuzzy business problems into clean processes and reliable reporting.
  • Configure objects/properties, user roles, teams, workflows, and automations to improve lifecycle, pipeline health, and data quality.
  • Build trustworthy dashboards, manage integrations and migrations, and coach go-to-market teams on HubSpot best practices.

Global

  • Handle inbound sales inquiries and qualify leads to schedule consultations and follow-ups.
  • Maintain HubSpot CRM, monitor pipeline, review call recordings, and prepare proposals.
  • Work 40 hours per week as an independent contractor providing remote business support.

20four7VA connects skilled virtual assistants with clients worldwide to deliver remote services that improve business efficiency and support operational functions. The company fosters a vibrant community with free training, constant support, and guidance for its independent contractors.

$150,000–$165,000/yr
US

  • Define and deliver enterprise integration products connecting Redzone with ERP, MES, and OT/IoT platforms.
  • Own the integration roadmap, API enhancements, and partner connector suite across teams.
  • Engage with customers and stakeholders to translate plant connectivity challenges into scalable solutions.

Redzone is a connected workforce platform that helps manufacturers improve productivity and employee engagement through software and coaching. With an AI-powered platform used at nearly 2,000 plants by over 500,000 users, it focuses on empowering frontline workers and fostering a people-centric culture.