CRM Product Specialist

Mindful Support Services

Mountlake Terrace, WA

Full Time

Mid Level

10 days ago

Job Description

About the Role

We are a business-to-business support service for independent mental healthcare businesses, helping providers service a growing client base by providing administrative and organizational services related to lead-generation, marketing, billing, and payments. Our teams support over 2,000 mental health providers serving more than 25,000 clients weekly across 15 locations in 5 states and virtually via Telehealth. We have built the Mindful Therapy Group brand with a focus on solving complex mental healthcare processes through innovative solutions, creating a platform geared toward growth, and improving access to high-quality mental healthcare. The CRM Product Specialist role involves leading the development, customization, and optimization of ZOHO CRM and related applications to enhance operational efficiency and growth.

Key Responsibilities

Act as the primary owner and subject matter expert for ZOHO CRM and related ZOHO One applications such as Sign, Survey, Analytics, Campaigns, and Recruit.
Lead the design, development, and deployment of custom ZOHO CRM module solutions using Deluge scripting.
Collaborate with internal stakeholders to gather requirements, translate business needs into technical specifications, and deliver tailored CRM workflows, automations, and dashboards.
Manage end-to-end ZOHO CRM implementations, including data migration, system configuration, user training, and post-launch support.
Integrate ZOHO CRM with third-party platforms using APIs, Webhooks, JavaScript, Python, and HTML/CSS.
Monitor system performance, troubleshoot issues, and continuously optimize CRM processes to improve user experience and data integrity.
Collaborate with vendors and ZOHO support to resolve technical issues and ensure timely delivery of enhancements.
Develop and maintain technical documentation, including SOPs, user guides, and system architecture diagrams.
Conduct post-project reviews to evaluate outcomes, gather feedback, and implement improvements for future initiatives.

Requirements

Experience with ZOHO CRM and related ZOHO applications.
Proficiency in Deluge scripting for custom module development.
Ability to gather requirements, translate business needs into technical solutions, and implement workflows and automations.
Experience with system integration using APIs, Webhooks, JavaScript, Python, and HTML/CSS.
Strong troubleshooting skills and ability to optimize CRM processes.
Excellent documentation skills for creating SOPs, user guides, and system diagrams.

Nice to Have

Experience working with third-party platform integrations.
Knowledge of healthcare or mental health industry workflows.
Experience with project management and post-implementation reviews.

Qualifications

Relevant experience with CRM systems, preferably ZOHO CRM.
Technical proficiency in scripting and API integrations.

Benefits & Perks

Full-time position with opportunities for growth.
Collaborative work environment focused on innovation.
Opportunity to work at the intersection of technology and healthcare.

Working at Mindful Support Services

Our company is dedicated to solving complex processes in mental healthcare through innovative solutions, fostering growth, and improving access to quality mental health services. We value collaboration, technical expertise, and a proactive approach to continuous improvement.

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