About XBorder

At Xborder BPO, we specialize in delivering world-class business process outsourcing solutions that transcend borders. With a commitment to excellence, innovation, and customer satisfaction, we empower global companies to streamline operations, enhance customer experiences, and scale efficiently. Our multicultural team thrives in a dynamic, fast-paced environment where collaboration and continuous improvement are at the heart of everything we do.

Joining Xborder BPO means becoming part of a forward-thinking organization that values talent, fosters growth, and celebrates diversity. Whether you're supporting clients in customer service, tech support, sales, or back-office operations, you'll play a vital role in driving success across industries and continents cutting-edge, high-performing businesses that exceed their growth objectives.

Role Overview

The Zoho CRM Customisation Specialist is responsible for designing, configuring, and customizing Zoho CRM solutions to meet client business requirements. The role focuses on translating business processes into scalable CRM workflows, automation, and integrations across the Zoho ecosystem.

Role Summary

Department Solutions & Architecture

Reports To Head of Delivery / Solutions Architect

Location Philippines (Hybrid / Remote)

Employment Type Full Time

Experience Level Mid-Level (3–5 years)

Key Responsibilities

·        Configure Zoho CRM modules, fields, layouts, and automation workflows

·        Design CRM structures aligned to client business processes

·        Develop automation using Zoho Deluge scripting

·        Implement blueprint workflows and approval processes

·        Integrate Zoho CRM with other Zoho applications (Zoho Books, Desk, Campaigns, Analytics)

·        Develop dashboards and reporting for sales and operational metrics

·        Perform CRM data migration and data quality management

·        Support CRM implementations and post‑deployment optimization

Required Skills

·        Zoho CRM administration and configuration

·        Zoho Deluge scripting

·        CRM workflow automation

·        API integrations and webhooks

·        CRM reporting and analytics

·        Data migration and CRM data management

Key Performance Indicators (KPIs)

·        CRM implementation success rate ≥95%

·        Workflow automation delivery On schedule

·        Customization defect rate <5%

·        Customer satisfaction ≥90%

·        CRM user adoption ≥85%

·        Documentation quality: Complete and maintained