CRM Transformation Analyst - Zoho Specialist

Ten GroupCape Town, Western Cape, South Africa

Hybrid Full-time

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Experience Level

Experience

Qualifications

Qualifications:Demonstrated experience with CRM platforms (Zoho preferred, but not mandatory). Strong understanding of CRM configuration, workflows, automations, and reporting. High level of technical aptitude with the ability to quickly learn new systems. Proven capability in stakeholder engagement and driving change. Robust analytical and commercial mindset. Experience in process improvement, automation, or transformation projects is an advantage.

About the job

Role overview

The CRM Transformation Analyst takes ownership of daily CRM performance, focusing on system optimization, data quality, and user adoption. The position involves configuring workflows and reports, translating business needs into practical solutions, and engaging with stakeholders to drive behavioral change across the organization.

What you will do

Oversee the daily effectiveness and performance of Zoho CRM.
Work with teams to gather requirements and improve usability.
Configure workflows, automations, pipelines, dashboards, and reports within the CRM.
Promote consistent adoption, maintain data integrity, and ensure system compliance.
Monitor CRM usage and identify opportunities for ongoing improvement.
Act as the main liaison between business units and the CRM system.
Translate business requirements into system configurations and solutions.
Provide training, support, and guidance to users to enhance CRM capabilities.
Challenge current processes and drive necessary changes confidently.
Analyze CRM and commercial data to generate actionable insights.
Support decision-making through clear reporting, dashboards, and KPIs.
Contribute to process improvement and transformation initiatives.
Identify and support automation and efficiency enhancements, including low-code and data-driven solutions.
Assist with analytics and reporting to improve operational outcomes.

Requirements

Experience working with Zoho CRM in a commercial or technical capacity.
Comfortable balancing strategic and hands-on tasks.
Strong stakeholder engagement and communication skills.
Ability to drive change and promote system adoption across teams.

About Ten Group

At Ten Group, we are dedicated to maximizing the value our clients receive through innovative solutions and exceptional service. Our team thrives on enabling businesses to harness the full potential of their CRM systems, driving both operational excellence and customer satisfaction.

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