Business Operations and CRM Implementation Analyst
We are seeking a Business Operations and CRM Implementation Analyst with a strong focus on process improvement, operational efficiency, and compliance. This role centers on implementing and customizing a CRM system—preferably Zoho CRM—to reflect our client journey and meet internal operational standards.
The ideal candidate will possess strong analytical thinking, a deep understanding of business processes, and technical know-how, including experience with Zoho CRM, Zoho applications, Deluge scripting, and API integrations. Familiarity with visa processing or regulated environments is a plus.
Key Responsibilities:
- CRM System Implementation:
- Implement and optimize Zoho CRM based on the operational map of the client journey.
- Ensure seamless CRM integration with existing processes, improving client interactions and data management.
- Customize CRM modules, layouts, workflows, and automations to suit business needs.
- Leverage Zoho CRM’s capabilities to track performance, automate communications, and enhance reporting.
- Process Improvement and Operational Efficiency:
- Continuously evaluate business processes and identify areas for streamlining and optimization.
- Design workflows to reduce redundancies and improve productivity across departments.
- Compliance Assurance:
- Ensure all operations, especially those related to visa processing, adhere to relevant laws, regulations, and standards.
- Regularly update processes and documentation in response to regulatory or business changes.
- Business Requirement Analysis:
- Conduct in-depth analysis to understand and document business needs, translating them into CRM solutions.
- Collaborate with stakeholders to align technical implementations with business objectives.
- Documentation and Automation:
- Create and maintain clear SOPs for visa and internal processes.
- Identify opportunities for process automation and implement technological solutions to enhance efficiency.
- Technical Implementation & Support
- Develop and manage Deluge scripts, custom functions, and business logic within Zoho apps.
- Configure and maintain API integrations between Zoho CRM and third-party applications to support data synchronization and workflow continuity.
- Support the use of other Zoho apps (e.g., Zoho Creator, Zoho Sign, Zoho Forms, Zoho Books) to enhance operational capabilities.
- Strategic Business Operations:
- Analyze data and operational KPIs to provide actionable insights to leadership.
- Contribute to the strategic planning and implementation of business improvement initiatives.
Qualifications:
- Proven experience in Zoho CRM implementation and customization (or another CRM platform).
- Strong analytical and strategic thinking abilities, with an aptitude for problem-solving and process design.
- Hands-on experience with Deluge or similar scripting languages.
- Working knowledge of APIs, webhooks, and integrations between cloud platforms.
- Familiarity with Zoho suite of applications is a strong plus.
- Strong documentation skills, including SOPs and workflow mapping.
- Excellent communication and stakeholder engagement skills.
Preferred:
- Background in visa processing or a similar regulatory environment.
- Relevant certifications in CRM systems, business analysis, or process improvement methodologies.
Application Process:
Candidates are encouraged to apply by submitting a resume and a cover letter detailing their experience in process improvement, CRM implementation, and ensuring operational compliance.
Shubham Vishwakarma
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About ICL Immigration
About
Immigration Consultancies is an Auckland-based immigration consultancy firm that handles the planning and submission process of all kinds of Study, Resident and Work visas for New Zealand, Australia and Canada.
For over 20 years, ICL has dealt with thousands of applications. Will yours be the next application we secure?
Candid answers by the company
We assist with the immigration process as licensed immigration advisers.
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