Customer Relationship Management Specialist
Fluence
Mar 2025 - Current (1 year 8 months)
As a Customer Relationship Management Specialist, I design, build, and maintain CRM workflows, automations, scoring rules, and assignment logic to enhance customer interactions and operational efficiency. I configure and customize Zoho CRM modules, fields, layouts, dashboards, and permissions to meet the specific needs of the organization. My role involves integrating Zoho with external tools such as Aircall, Zapier, calendars, and marketing platforms, ensuring seamless data flow and functionality. I troubleshoot system inconsistencies, stale workflows, and sync issues to maintain optimal performance. Additionally, I build real-time reporting dashboards that provide leadership with visibility into KPIs, pipeline velocity, rep performance, a