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CRM Platform Lead

DataTechRecruit · Cape Town

New
Hybrid 🇬🇧 English
Zoho CRM Salesforce Microsoft Dynamics HubSpot Reporting Automation

Job description

About the role

CRM systems are easy to install but hard to get right. As the CRM Platform Lead you will own Zoho CRM as a true business platform, shaping customer journeys, data structure, automation and adoption across the organisation.

Key responsibilities

  • Define and execute the CRM roadmap, deciding on structure, usage and evolution.
  • Map and improve customer journeys for sales and service, establishing clear stages, SLAs and hand‑offs.
  • Maintain a clean data model – leads, accounts, opportunities and service interactions – free of duplicates.
  • Design automation and workflow logic that accelerates processes while preserving good judgement.
  • Specify how the CRM integrates with other systems within the wider tech stack.
  • Act as the liaison between business units and technology teams to keep decisions moving.
  • Drive user adoption through training, onboarding and strict data‑quality standards.

Required profile

  • A degree in Computer Science, Information Systems, Marketing, Business Administration or a related field.
  • Proven experience owning an enterprise CRM platform (Zoho preferred but not mandatory).
  • Track record of designing business processes and customer journeys that are actually used.
  • Solid project‑management experience handling multiple concurrent projects.
  • Experience collaborating with diverse stakeholder groups or business units.
  • Understanding of CRM data, reporting, workflows and integrations.
  • Change‑management and adoption expertise beyond pure system knowledge.
  • Ability to communicate fluently in both business and technical terms.

Required skills

  • Zoho CRM
  • Salesforce
  • Microsoft Dynamics
  • HubSpot
  • CRM data management
  • Reporting
  • Workflow design
  • System integrations
  • Automation

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Published 6 hours ago

Expires 1 month from now

5 views · 0 interested

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DataTechRecruit

Cape Town