ppThe Zoho CRM Analytics Specialist serves as the organization's internal expert for the Zoho ecosystem, responsible for maximizing the value of Zoho One and its integrated applications. This role combines CRM administration, business intelligence, process automation, reporting architecture, and systems optimization to ensure leadership has accurate, timely, and actionable data to drive business decisions. /ppThe specialist will partner closely with Operations, Sales, Finance, Customer Service, IT, and Executive Leadership to design scalable reporting solutions, optimize business processes, improve data quality, and develop automation across Zoho CRM, FSM, Billing, Analytics, and other Zoho applications. /ppRather than simply producing reports, this role is expected to become the organization's trusted advisor on how to best leverage the Zoho platform to improve operational efficiency and business visibility. /ph3Position Details /h3pbCompany: /b Otte Polo Group /ppbDepartment: /b Operations / Business Intelligence /ppbReports To: /b Chief Executive Officer (CEO) /ppbEmployment Type: /b Full-Time /ph3Core Responsibilities /h3h3Zoho Platform Administration /h3ulliServe as the company's subject matter expert for Zoho One and all integrated applications. /liliMaintain and optimize Zoho CRM, FSM, Billing, Analytics, and related Zoho products. /liliConfigure custom modules, fields, layouts, workflows, validation rules, and permissions. /liliRecommend platform improvements based on evolving business needs. /liliEnsure system configuration follows best practices and remains scalable. /li /ulh3Business Intelligence Reporting /h3ulliDesign executive dashboards and operational reporting within Zoho Analytics. /liliDevelop reporting frameworks that consolidate data across CRM, FSM, Billing, and other business systems. /liliBuild self-service dashboards that allow leadership to monitor KPIs in real time. /liliDesign meaningful metrics that support operational and strategic decision-making.



/liliCreate automated reporting schedules and KPI scorecards for business leaders. /liliEnsure reporting accuracy through proper data modeling and validation. /li /ulh3Data Management Analytics /h3ulliDesign and maintain a centralized reporting data model. /liliIdentify and resolve data inconsistencies across Zoho applications. /liliImprove overall data quality, governance, and reporting reliability. /liliDevelop historical reporting solutions for trend analysis and forecasting. /liliPartner with stakeholders to define KPI definitions and reporting standards. /li /ulh3Automation Process Improvement /h3ulliDevelop custom workflows using Zoho Deluge scripting. /liliBuild automation to eliminate manual processes whenever possible. /liliCreate custom functions, scheduled workflows, and business rules. /liliConfigure integrations between Zoho applications and third-party platforms. /liliContinuously identify opportunities to streamline operations through automation. /li /ulh3Cross-Functional Collaboration /h3ulliPartner with Sales, Operations, Finance, Customer Service, and Executive Leadership to understand reporting and operational needs. /liliTranslate business requirements into scalable technical solutions. /liliProvide recommendations on how to improve business processes using Zoho. /liliParticipate in cross-functional projects involving system enhancements and digital transformation initiatives. /li /ulh3User Support Training /h3ulliServe as the internal Zoho expert and primary point of contact for platform-related questions. /liliTrain users on best practices and new system capabilities. /liliDevelop SOPs, user guides, and documentation for Zoho processes.



/liliSupport user adoption of new features and process improvements. /li /ulh3Leadership Strategic Responsibilities /h3ulliRecommend improvements to business processes based on platform capabilities. /liliEvaluate new Zoho applications and features that may benefit the organization. /liliHelp define the company's long‑term reporting and business intelligence strategy. /liliCollaborate with leadership to prioritize future system enhancements. /liliEnsure the Zoho ecosystem supports organizational growth and scalability. /li /ulh3Requirements /h3h3Required /h3ulli3+ years of experience administering Zoho CRM and/or Zoho One. /liliB2 English level /liliStrong experience with Zoho Analytics. /liliExperience building executive dashboards and operational reports. /liliHands‑on experience with Zoho Deluge scripting. /liliExperience configuring workflows, automation, and custom functions. /liliStrong understanding of CRM data structures and relational databases. /liliAdvanced analytical and problem‑solving skills. /liliExcellent communication skills with the ability to explain technical concepts to non‑technical audiences. /liliAdvanced Excel or Google Sheets skills. /li /ulh3Preferred /h3ulliExperience with Zoho FSM. /liliExperience with Zoho Billing or Zoho Books. /liliExperience integrating Zoho with third‑party applications using APIs. /liliSQL knowledge. /liliExperience with Power BI, Tableau, or similar BI platforms. /liliFamiliarity with ETL concepts and data warehousing. /liliExperience supporting field service or home service organizations. /liliBachelor's degree in Information Systems, Computer Science, Business Analytics, Engineering, or a related field. /li /ulh3Benefits /h3ulliCompetitive salary. /liliPaid time off and holidays. /liliOpportunity to lead the organization's Zoho strategy. /liliExposure to executive leadership. /liliHigh‑impact role with significant influence on business operations. /liliProfessional development and certification opportunities /li /ul /p #J-18808-Ljbffr

📌 Zoho CRM & Analytics Specialist (Zoho Expert) (España)
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