The Role
Administer and optimize the Zoho CRM ecosystem by managing users, permissions, modules, workflows, automations, integrations, data governance, dashboards, and reports. Partner with Sales, Marketing, and Customer Success stakeholders to translate business requirements into CRM solutions, improve data quality, troubleshoot integrations, document processes, and train users. Support pipeline visibility, reporting, and operational efficiency across commercial teams.
Summary Generated by Built In
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.
- Education: Bachelor's degree in business administration, information systems, computer science, marketing, data, or a related field, or equivalent practical experience.
- Language and level of proficiency: advanced English.
- Software and technical skills: hands-on Zoho CRM administration (modules, layouts, fields, workflows, and blueprints); Deluge scripting and/or Zoho Flow for automation; SQL for reporting and data validation; data import/export, deduplication, and bulk updates; integrations via REST APIs and webhooks.
- Specialized knowledge: CRM data governance and hygiene (naming conventions, standardization, deduplication, and ungoverned-object cleanup); sales operations fundamentals (lead-to-cash flow, pipeline stages, KAM/account structures); and report and dashboard design within CRM analytics.
- Experience: <=3 years in CRM administration/analysis or sales/revenue operations, ideally working with Zoho CRM.
Benefits
100% Company-funded health insurance for employee and immediate family
Company-funded employee life and disability insurance
Paid vacation days, unlimited sick leave
$2,000 USD annual Co-working Travel perk
$2,000 USD annual Professional Development perk
Phone finance, headphone benefit, home office equipment allowance and wellness
Catered lunches
PayJoy is proud to be an Equal Employment Opportunity employer and we welcome and encourage people of all backgrounds. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
PayJoy Principles
Finance for the next billion * Ownership * Break Through Walls * Live Communication * Transparency & Directness * Focus on Scale * Work-Life Balance * Embrace Diversity * Speed * Active Listening
Skills Required
- Hands-on experience administering and configuring Zoho CRM, including modules, layouts, fields, workflows, and blueprints
- Experience with CRM administration, CRM analysis, sales operations, or revenue operations, ideally with Zoho CRM; up to 3 years expected
- Understanding of sales and marketing processes, lead-to-cash workflows, CRM data models, pipeline management, and reporting
- Experience supporting B2B or commercial teams
- Advanced English proficiency
- Strong analytical, problem-solving, communication, attention-to-detail, training, and prioritization skills
- Bachelor's degree in business administration, information systems, computer science, marketing, data, or a related field, or equivalent practical experience
- Experience with data import/export, deduplication, validation, bulk updates, and CRM data governance
- Basic understanding of APIs and integrations, including REST APIs and webhooks
- Solid spreadsheet skills using Excel or Google Sheets
- Familiarity with the broader Zoho One suite, including Analytics, Campaigns, Desk, Flow, and Creator
- Deluge scripting and/or Zoho Flow experience
- SQL or business intelligence tools experience
- Zoho certifications
- Portuguese language proficiency
PayJoy Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about PayJoy and has not been reviewed or approved by PayJoy.
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Fair & Transparent Compensation — Pay is considered market‑aligned for senior U.S. technical roles, and public salary bands help candidates benchmark and align expectations. Feedback suggests this transparency supports confidence that offers are competitive for role and location.
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Healthcare Strength — Company‑paid basic medical, dental, vision, life, and disability coverage is emphasized as a standout element versus many startups. Feedback suggests this reduces out‑of‑pocket burden and strengthens the core benefits foundation.
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Parental & Family Support — Paid parental leave and flexible hours are highlighted alongside dedicated time off. Feedback suggests these family‑oriented policies enhance the perceived completeness of the package.
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The Company
What We Do
PayJoy's mission is to deliver access to credit to the next billion people in emerging markets worldwide. Our unique mobile security technology gives customers the ability to afford their first smartphone on credit, using the phone itself as collateral, and then provides further access to credit to help weather life's unexpected financial surprises and climb the ladder of economic well-being. Founded in 2015, today PayJoy has reached millions of customers in a dozen countries around the globe, including Mexico, Brazil, Colombia, India, Kenya, and South Africa, and is on a strong growth path with support from major industry partners to bring credit to the next billion emerging consumers.
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