Zoho CRM & Automation Specialist

Job Title: Zoho CRM & Automation Specialist
Location: Remote
Job Type: Full-time or Project-Based
Salary: Competitive, based on experience

About Wandering Lion

Wandering Lion is a strategy-led growth studio helping founder-led businesses build premium brands, install scalable growth systems, and generate measurable commercial outcomes — without chaos. We do not sell disconnected marketing activity. We build structured systems across brand, performance, reporting, and operations so businesses can scale with more clarity, accountability, and control.

Our work sits at the intersection of strategy, execution, and systems. That means CRM setup, sales flow design, automation, and operational visibility are not back-end admin tasks. They are a core part of how growth becomes more predictable, measurable, and scalable.

About the Role

We are looking for a highly capable Zoho CRM & Automation Specialist to join Wandering Lion on either a project basis or in a longer-term role, depending on fit and capability.

This role is for someone with strong hands-on experience across the Zoho ecosystem, especially Zoho CRM, automations, integrations, and workflow design. We want someone who can help build and improve the systems behind lead flow, sales process management, reporting visibility, operational efficiency, and customer journey support.

This is not just a setup role. We want someone who can think commercially, understand how a sales funnel works, and design Zoho systems that support better lead handling, cleaner pipeline management, stronger automation, and more efficient internal processes.

Candidates should be able to demonstrate real experience through previous projects, relevant qualifications, and ideally Zoho certifications.

Key Responsibilities

Zoho CRM setup and optimisation
Build, customise, and improve Zoho CRM environments to support sales processes, lead management, reporting, and operational clarity.

Automation design and implementation
Develop and implement automations across Zoho applications to reduce manual work, improve speed, and create more reliable workflows.

Sales funnel and flow support
Design systems and automations that support lead capture, follow-up, deal stage movement, handover points, and sales visibility.

Integration and connected systems
Connect Zoho with forms, websites, email tools, reporting systems, scheduling tools, and other relevant business platforms to create smoother data flow and more connected operations.

Zoho application configuration
Configure and customise Zoho tools based on business needs, including platforms such as Zoho CRM, Zoho Creator, Zoho Desk, Zoho Books, and other relevant Zoho products.

Testing and troubleshooting
Test workflows, identify system issues, and troubleshoot automation or integration problems to ensure reliability and performance.

Documentation and process support
Document automations, logic, workflows, and system structure clearly so internal teams can understand and use them effectively.

Training and guidance
Provide support, guidance, and practical training to tea ---------- mbers on how to use Zoho systems and automations more effectively.

What We’re Looking For
Proven experience as a Zoho CRM / Zoho Automation specialist
Strong hands-on capability across Zoho CRM and related Zoho applications
Deep experience building complex automations, workflows, and integrations
Ability to design systems around sales funnels, lead flow, pipeline management, and operational processes
Strong understanding of business process improvement and workflow efficiency
Ability to configure Zoho tools based on specific commercial and operational requirements
Strong problem-solving skills and attention to detail
Excellent communication and interpersonal skills
Ability to work independently, manage deadlines, and deliver clean, reliable implementation
Experience with other CRM, automation, or project management tools is an advantage
Preferred
Experience with Zoho Creator, Zoho Desk, Zoho Books, and broader Zoho suite tools
Relevant Zoho qualifications or certifications
Experience building systems for sales, service, reporting, or multi-step customer journeys
Familiarity with API connections, third-party integrations, and automation platforms
Experience supporting founder-led businesses, agencies, or service-based organisations
What Success Looks Like in This Role
Zoho systems are structured clearly and aligned to how the business actually works
Automations reduce manual work and improve consistency across lead and sales workflows
Pipeline visibility, reporting, and follow-up processes become clearer and more reliable
Tea ---------- mbers are better supported by connected systems and cleaner process flow
CRM and automation setup contributes to smoother delivery, stronger accountability, and improved operational efficiency
Why Join Wandering Lion

You will be joining a business built around calm authority, commercial clarity, and human confidence. We are not trying to become a high-volume agency. We are building a quality-protected growth studio that integrates brand, performance, systems, and delivery under one roof.

That means:

You will help build systems that support real commercial outcomes
You will work inside a strategy-led environment, not a chaotic task-driven setup
You will contribute to clearer sales flow, stronger reporting, and more scalable operations
You will be part of a team that values honesty, accountability, and high standards
How to Apply

Please send:

your updated CV / resume
a short introduction about yourself
details of your Zoho experience, including the products you have worked in
examples of Zoho automations, integrations, or CRM systems you have built or improved
any relevant certifications, qualifications, or training
a 1-minute video introduction using this link: ---------- /wM6hDHzAkubBhs0zUq2p

Please note that only shortlisted candidates will be contacted for interview.

Before We Proceed

Before we potentially proceed to the interview stage, we’d like to gather a few details to make sure the role is a good fit and that you’ll be set up for success working remotely with our team.

1) PC / Laptop specifications + internet speed
Please share your device specs, including CPU, RAM, and storage, along with a recent internet speed test result. We need reliable performance and strong internet to support day-to-day work.

2) Current employment or side work (transparency request)
Are you currently employed or doing any side jobs or freelance work? We’re open to offshore tea ---------- mbers having multiple jobs — what matters most to us is transparency, so we understand your typical schedule and can support you properly.

3) Hubstaff tracker
Are you comfortable using Hubstaff time tracking? Our whole team operates remotely, including our field and admin staff in Australia. Hubstaff helps us understand time allocation across projects, improve internal reporting, and provide clearer updates to clients.

4) Working hours / availability
Can you commit to the required hours? Our standard workdays are Monday to Friday, generally within 9:00am–5:00pm (Philippines time). We offer reasonable flexibility — family and life come first — but we do need consistency and clear communication.

5) Expected salary (PHP)
If this differs from what was listed in the advert, please confirm your expected salary in PHP.

6) CV / Resume
Please attach your CV if you haven’t already.

7) Relevant training / courses
Please include any relevant training certificates or courses you’ve completed.

8) English level
Please confirm your English level (C2) and your confidence in both written and spoken English.

Team Context

For context, we currently have a team of 10 people in the Philippines, all working from home, and we’re continuing to grow. We value honesty, transparency, and teamwork. We’re looking for people who are humble, reliable, and easy to work with — because every role matters, and the most important thing is a happy team doing work they enjoy, surrounded by like-minded people.

Thanks, and we look forward to your reply.