Full Time
1000
40
Jul 20, 2026
We are an advisory business based in New Zealand, currently building our own AI-centric CRM system. We're looking for a skilled CRM and automation specialist to join our small team and work closely with our developer to help speed up the development process.
This role is ideal for someone who is comfortable working across CRM administration, automation tools, and light development work, and who enjoys solving practical business problems through smart system configuration.
Requirements / Qualifications:
-Knowledgeable in development using Lovable AI
-Knowledgeable in automation and AI agent development
-Experience using and managing Zoho CRM, including Leads, Contacts, Accounts, Deals, Tasks, and Activities
-Ability to customize Zoho CRM modules, fields, page layouts, views, filters, and workflows
-Basic knowledge of Zoho Deluge scripting for creating simple functions, validations, and automated processes
-Experience creating workflow rules,
-Basic understanding of API integrations, webhooks, and connecting Zoho CRM with other business applications
-Experience using automation tools such as Zoho Flow, Make, Zapier, or Power Automate
-Ability to import, export, clean, organize, and update CRM data while preventing duplicate records
-Basic development experience using technologies such as HTML, CSS, JavaScript, SQL, or Node.js
-Ability to identify business requirements and convert them into practical CRM solutions and automated workflows
-Experience creating CRM reports, dashboards, sales reports, lead tracking reports, and performance summaries
-Ability to troubleshoot CRM errors, workflow issues, data-sync problems, and user-access concerns
-Experience managing user roles, profiles, permissions, sharing rules, and data-access settings in Zoho CRM
-Ability to document system configurations, workflows, integrations, and step-by-step user instructions
-Experience testing new CRM features and system changes before releasing them to users
-Ability to provide basic training and technical support to CRM users across different departments
-Strong attention to detail, problem-solving skills, and the ability to manage multiple system tasks and improvement requests
-Experience working with sales, marketing, customer service, finance, and operations teams to improve business processes
-Basic understanding of data privacy, system security, access control, backups, and responsible handling of customer information
How to Apply
Interested candidates should submit their resume and portfolio to