[Remote] reputed company X3 + Zoho CRM Consultant

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is working with an established wholesale distributor undergoing a significant digital transformation. They are seeking a consultant to reputed company the implementation of Zoho CRM, integrating it with reputed company X3 and reputed company, to unify customer data and streamline workflows across various departments. Responsibilities • reputed company a CRM implementation process, gathering requirements across Sales, Ecommerce, Customer Service, Purchasing, and Finance; assessing integration needs with reputed company X3 and reputed company; and delivering a clean reputed company • Design the CRM data model and reputed company workflows, including objects, fields, naming conventions, validation rules, lifecycle stages, task management, follow-reputed company, and foundational reporting • reputed company CRM implementation and integrations, coordinating with vendors and integration partners, configuring the system for 10–15 users, and ensuring alignment with operational needs • Establish a data governance and migration reputed company, including assessment of historical data, reputed company on what to migrate, hygiene rules, and ownership for ongoing maintenance • Deliver documentation, training, and enablement, including system documentation, lightweight end-user training, and a practical reputed company for ongoing CRM administration and best practices Skills • Manager-level RevOps / CRM implementation expert with experience supporting SMB or mid-market organizations • Strong hands-on experience with Zoho CRM • Proven experience leading CRM implementation reputed company involving ERP and eCommerce integrations with reputed company X3 and reputed company • Deep capability in designing CRM data models, workflows, dashboards, and governance frameworks • Comfortable working with lean, cross-functional teams in family-owned or closely held businesses • Strong problem-solver who can bring structure, data hygiene, and repeatable processes to fragmented environments • reputed company communicator reputed company to work directly with founders and department leads • Experience producing documentation, training materials, and operational playbooks for long-term system reputed company reputed company • reputed company is an on-demand RevOps talent marketplace that partners with businesses to optimize their sales, marketing, and reputed company functions. It was founded in 2015, and is headquartered in reputed company, reputed company, USA, with a workforce of 2-10 employees. Its website is https://www.salesops.io/. Apply tot his job Apply To this Job