I Go Panama

CRM Administration and Customer Engagement (100% Remote)

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: TYPE OF WORK

Full Time

: SALARY

$500

: HOURS PER WEEK

40

: DATE UPDATED

Aug 8, 2026

JOB OVERVIEW

CRM Administration and Customer Engagement (100% Remote)

Job Description

Company: I Go Panama ( ---------- )

Type: Full-time remote position; reliable daily coverage, responsive monitoring and consistent ownership of Zoho CRM implementation and ongoing operations.

About Us
I Go Panama connects English-speaking tourists, digital nomads, prospective residents and expats with trusted Panama information, relevant community organizations and verified local businesses. Our website and social channels serve the community, while Panamanian businesses use I Go Panama to attract qualified customers through Claimed/Yellow Pages, Verificado and Impulso plans.

We are seeking a hands-on CRM Administration and Engagement professional to lead the implementation of Zoho CRM as the replacement for Kommo and Saleshandy, working directly with the owner and coordinating closely with the Account Executive. This role owns end-to-end CRM configuration, automation, omnichannel engagement, routing quality and continuous improvement.

What You Will Do Day-to-Day
You will build and operate one integrated Zoho-centered system for both audiences: individuals who need trusted Panama information and free membership, and businesses or organizations that need the correct directory, verification, paid-plan or partnership pathway. Success means reliable automation, accurate segmentation, prompt engagement and no stranded lead.

Zoho CRM Implementation and Migration: Lead the complete transition from Kommo and Saleshandy to Zoho CRM; inventory existing data and workflows, migrate and clean contacts, configure fields, segments, pipelines, lifecycle stages, assignments, permissions, reporting and integrations, and own testing, launch and continuous optimization with the owner.

Omnichannel Engagement and Intelligent Routing: Consolidate inbound comments, direct messages, website forms and chat, emails, WhatsApp and other supported channels into Zoho; configure bots and automation to identify English versus Spanish, determine the correct pillar and intent, route individuals to useful information and free sign-up, and route business prospects to the right plan or Account Executive.

Sales Automation, Quality Assurance and Coordination: Build automated capture, qualification, nurturing, follow-up, reminders, alerts, handoffs and reporting with the owner and Account Executive; monitor all inbound messages, comments, emails and leads every day; correct misroutes, improve messaging and lead-generation workflows, and keep customer, business and community records accurate.

Channels You Will Connect and Monitor
Core owned channels: ---------- website, contact and membership forms, live chat, business email, WhatsApp Business and any supported phone/VOIP or messaging integrations.

I Go Panama — English community: Facebook Page (>facebook.com/igopanama.fb), Facebook Group (>facebook.com/groups/igopanama), Instagram ( ---------- /igo.panama), TikTok ---------- YouTube ---------- LinkedIn ( ---------- /in/igopanama), Mastodon ---------- Pinterest ( ---------- /IGo_Panama), Google Business/Maps and Reddit ( ---------- /user/I_Go_Panama).

Additional or conditional community channels: X/Twitter (x.com/i_go_panama; account currently suspended and to be connected only if reactivated), Bluesky (planned/not yet configured) and other future or TBD channels as integrations become available.

I Go Panama Directory — Spanish business outreach: Instagram ( ---------- /igopanamadirectory), Facebook (>facebook.com/igopanamadirectory) and TikTok ---------- Go Panama HOTELS — English lodging audience: Instagram ( ---------- /igo.panama.hotels) and Facebook (>facebook.com/IGoPanamaHotels).

Configure supported integrations, monitored queues and routing bots for inbound public comments and private messages; where a platform does not permit native integration, document the limitation and implement the best owner-approved supported workflow.

Audience Pillars and Required Routing Outcomes
Visit — Owner or general manager of a licensed hotel, boutique property, resort, hostel, serviced apartment, vacation rental operation or specialty lodging business. Best fit has professional photos, some English capability, direct-booking capacity and a need to fill rooms outside peak periods. Route toward qualified availability requests and direct bookings.
Experience — Owner-operator of a tour, activity, restaurant, attraction, transport service or recurring event. Best fit has a bookable offer, clear prices or price ranges, reliable schedules and visual material. Route toward booking requests, reservations and event participation.
Relocate — Licensed lawyer, relocation adviser, international mover, school, insurance adviser or specialist serving people moving to Panama. Best fit offers a high-value consultation, verifiable credentials and the ability to respond in English. Route toward qualified consultation requests.
Stay — Licensed broker, property manager, developer, rental operator or senior-living provider with active inventory. Best fit keeps listings current and can serve foreign buyers or renters. Route toward property-specific inquiries and matched buyer/renter requests.
Live — Established local provider serving residents and expats in health, home, auto, finance, education, pets, personal services, shopping or business support. Best fit is verified, responsive and able to explain its service in English. Route toward quote, appointment or contact requests.
Community — Credible nonprofit, civic, volunteer, cultural, faith, professional or support organization with recurring programs, events or volunteer needs. Membership is free and the organization profile is searchable. Route toward volunteers, event attendance, donations through the organization's own verified link and partnership inquiries.
Individual — English-speaking visitor, prospective resident, newcomer or established resident who wants trusted Panama information and personalized updates. Membership is free. The account is private and non-searchable; support email preferences, saved content and matching to relevant businesses and community organizations.

Performance, Pay and Continuous Improvement
Base compensation is USD $250 every two weeks.
Good performance has a target bonus equal to 10% of base compensation; excellent performance has a target bonus equal to 20% of base compensation.
Performance is assessed against implementation ownership, automation quality, routing accuracy, response coverage, data integrity, community engagement and effective Account Executive handoffs.
A performance review and potential base-rate adjustment are available every three months; an adjustment is not automatic.
Coordinate regularly with the owner and Account Executive to refine bilingual messaging, lead-generation automation, sales follow-up and community support.

Absolute Mandatory Requirements (Core Aptitudes)
Zoho CRM Ownership: Proven hands-on ability to configure Zoho CRM or comparable CRM automation, integrate multiple communication channels, manage pipelines and contact records, and troubleshoot workflow or routing failures without waiting to be told what to do.

Bilingual Written Communication: Professional working proficiency in written English and comfort producing Spanish content using a translator (with polishing done by another tea ---------- mber), with the judgment needed to configure language-aware automation, respond appropriately, maintain clear records and coordinate effectively with the owner and Account Executive (both are bilingual).

Reliability and Daily Monitoring: Dependable remote availability, a stable computer and high-speed internet, consistent daily review of inbound queues and automations, and prompt escalation whenever an individual, business prospect or existing customer is not receiving the correct response.

Implementation Accountability and Intellectual Honesty: Take end-to-end responsibility for migration, testing, launch, documentation and improvement; verify uncertain answers, protect data integrity, and surface integration limitations or operational risks promptly.

Customer-Centered Operational Judgment: Understand the difference between a free individual account, a free Community-organization profile and a commercial business prospect; route each correctly and protect the privacy of non-searchable individual accounts.

Nice-to-Have Qualifications (Hands-on Experience)
Direct implementation experience with Zoho CRM, Zoho automation tools, chatbot configuration, CRM migrations, integrations, lead scoring, sales funnels or multichannel customer-engagement systems.

Experience integrating website forms, live chat, email, WhatsApp Business, Facebook, Instagram, TikTok, YouTube, LinkedIn, Reddit, Google Business and other supported social or messaging channels.

Familiarity with Panama tourism, relocation, real estate, expat communities, local business marketing, membership directories or the operational needs of small businesses.

A university degree is not required. Demonstrated ownership, strong bilingual judgment, attention to detail and the ability to turn manual processes into reliable automations matter most.

How to Apply
If you are a proactive CRM builder who can own a Zoho implementation, improve the experience of an English-speaking Panama community and help local businesses receive the right sales follow-up, we want to hear from you.

Please reply with your updated CV/resume and a brief description of a Zoho CRM or comparable automation implementation you personally led, including the workflows, integrations, migration challenges and measurable improvements you delivered.

SKILL REQUIREMENT

Zoho CRM Customer Relationship Management Zoho One Suite

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I Go Panama

CRM Administration and Customer Engagement (100% Remote)

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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