CRM Architect

Reposted 2 Days Ago
Be an Early Applicant
2 Locations
Hybrid
Mid level
Financial Services
The Role
The Tools & Metrics Manager will configure and maintain tooling and automation for PayJoy's operational teams, ensuring data quality and reporting.
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 Product Operations Manager, CRM partners with the Senior Product Operations Manager to execute the operational product roadmap for PayJoy's global CRM (Zoho), turning operations strategy into shipped technical solutions across all markets.

This role owns the CRM as the go-to-market system of record for Field Sales, Key Account Management, and SDR teams, driving platform stability, automation, technology governance, and the user adoption that makes go-to-market data trustworthy and actionable. This role identifies best-in-class CRM and integration technologies, evaluates AI and automation opportunities, and ensures the platform delivers measurable improvements in sales performance.


The role also leads the CRM team responsible for implementing scalable Zoho solutions, standardizing operational processes across PayJoy’s countries, automating reporting, managing the CRM technology portfolio and external consultant partners, and measuring business outcomes through data-driven decision making.

Responsibilities

  • Own Zoho CRM as PayJoy's global go-to-market system of record, accountable for platform stability, data integrity, performance, security, and governance across all markets. 
  • Prioritize and clear the CRM development backlog with published SLAs and transparent, weekly status reporting to stakeholders, removing single-person bottlenecks on critical development.
  • Administer and configure Zoho CRM and build and maintain integrations (e.g., Vambe, Google Calendar, RouteIQ, telephony, and email) using Zoho Flow, Deluge, and APIs. 
  • Standardize CRM processes and modules across countries (e.g., Global Visits and account classification), leading country-by-country rollout, migration, and enablement with a repeatable playbook.
  • Automate reporting and build dashboards that link CRM activity to sales impact 
  • Drive user adoption to target thresholds through enablement, training, change management, and top-down enforcement of CRM standards.
  • Evaluate AI, automation, and enterprise technology opportunities that eliminate manual work and raise Sales Rep and SDR productivity across the go-to-market teams.
  • Define and monitor outcome-based KPIs to measure adoption, automation effectiveness, and business impact, and evaluate pilots and A/B tests for operational improvements.
  • Lead and grow the Global CRM team, manage the external Zoho consultant pool and partner escalations, to deliver scalable operational solutions.

Requirements

  • 6+ years in CRM Operations, Product/Business Operations, Revenue Operations, or Business Systems, including 3+ years of hands-on Zoho CRM administration and development at scale.

  • 2+ years leading operational or cross-functional teams, plus experience managing external vendors or consultants.

  • Expert across the Zoho ecosystem (Zoho CRM, Zoho Flow, Deluge scripting, Zoho Analytics): workflows, custom functions, APIs/webhooks, and third-party integrations.

  • Proven experience delivering multi-country or multi-entity CRM deployments and driving user adoption and change management for sales or field teams.

  • Strong knowledge of CRM platforms, APIs, workflow automation, SQL, and BI/analytics tools, including reporting automation and attribution modeling.

  • Experience evaluating enterprise AI, and automation platforms, and with experimentation frameworks and A/B testing.

  • Strong stakeholder management, strategic thinking, and analytical skills, with a bias for execution and comfort operating in a fast-paced, high-ambiguity environment.

Benefits

  • Local benefits depending on the country of hire

  • 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 perks

  • 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

  • Two to four years of experience in Business Operations, Sales Operations, Revenue Operations, Systems, or Analytics roles
  • Strong technical fluency with CRM systems, automation tools, and structured data
  • Hands-on experience with integrations, APIs, webhooks, or automation builders
  • Proven ability to translate clear requirements into system configurations and workflows
  • High attention to detail, strong execution discipline, and comfort operating in complex systems

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.

  • 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.
  • 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.
  • 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
HQ: San Francisco, CA
617 Employees
Year Founded: 2015

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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