Zoho CRM Manager

Job Title: Zoho CRM Manager (Zoho CRM Specialist)

📍 Location: On-site in Poznan, Poland

👥 Team: Sales/ Marketing

📩 Reports to: Chief Commercial Officer

Employment type: Full-time

IMPORTANT: Preferably, you already have a solid understanding of Zoho CRM. Alternatively, you have experience with other CRMs, such as Salesforce, and are willing to get trained in Zoho. In this case, you need to be able to get up to speed with all Zoho functions, Deluge scripting language, and Zoho integration to take full ownership after a training period.

About Teylor

At Teylor, we are building the future of SME financing. As a fast-growing fintech with offices in Zurich, Frankfurt, and Poznan, we combine technology, data, and capital to unlock access to financing for small and medium-sized businesses across Europe.

Teylor is a high-growth, VC-funded startup. We were recently named as one of CNBC’s Top Fintech Companies Worldwide and are the leading pan-European digital SME finance platform. As sales & marketing are at the core of our business, we are now looking for a Zoho CRM Specialist to help us scale.

If you want to grow with us, this could be your chance!

About The Role

We are looking for a hands-on and proactive CRM Manager to take full ownership of our Zoho CRM. In this role, you will be responsible for ensuring that our CRM is maintained and continuously evolves to meet the needs of our fast-scaling business.

Our Zoho CRM is already set up and running. What we now need is someone who can take it to the next level by implementing improvements and new features that go beyond the out-of-the-box features the standard Zoho version provides. We are a rapidly growing company and expanding to additional countries within Europe and beyond. It will be your job to make sure the CRM lives up to this challenge.

You will oversee everything from day-to-day system administration to building new features, automations, integrations, and reporting. This is a key role with high responsibility, working closely with Sales, Marketing, and Operations teams to ensure our CRM is a growth engine for the business.

What You Will Do

Zoho CRM Ownership & Development

• Manage and configure Zoho CRM (modules, workflows, blueprints, automations, dashboards, reports, email campaigns, and integrations).

• Develop and implement new features and enhancements to improve business processes and sales & marketing efficiency.

• Maintain system security, user roles, permissions, and compliance with data protection standards (e.g., GDPR).

Data Management & Reporting

• Ensure data integrity through audits, deduplication, and best practices.

• Build and maintain dashboards and reports to provide actionable insights into sales, customer engagement, and pipeline health.

• Ensure tracking of all sales & marketing activities to deliver insights for leadership decision-making.

• Monitor performance metrics and propose improvements.

Cross-functional Collaboration

• Partner with Sales, Marketing, Product, and Support teams to optimize workflows and align CRM functionality with strategic objectives.

• Support marketing campaigns and customer lifecycle management with segmentation and automation.

• Coordinate work with external CRM consultants where needed to ensure the best possible results.

User Enablement & Support

• Train team members on Zoho CRM best practices and new functionality.

• Serve as the first point of contact for CRM-related issues and troubleshooting.

• Drive adoption across the organization.

What We Are Looking For

You are detail-oriented, sales-minded, and thrive on taking ownership. You enjoy combining technical know-how with strategic thinking to create impactful solutions. You’re able to bridge the gap between management, strategy, and sales, and love making systems work smarter.

• 3+ years of hands-on experience managing Zoho CRM or a similar CRM such as Salesforce.

• Willingness to learn Zoho CRM functions and Deluge scripting language.

• Solid data management and analytical skills, with the ability to translate data into insights.

• Experience integrating CRM systems with other systems (marketing automation, finance, or customer support tools).

• Strong understanding of CRM architecture, workflows, automations, and reporting, including Email Campaigns, BI Tools, Dashboards, and Integrations.

• A solid understanding of sales & marketing processes and strategy.

• Excellent communication skills and ability to collaborate with multiple stakeholders.

• Self-starter with a problem-solving mindset, detail orientation, and sense of ownership.

• Zoho CRM certifications are a strong plus.

• English proficiency; German is a strong plus.

Benefits

• Competitive compensation package.

• A diverse and inclusive international team.

• A flexible and hybrid working environment.

• Potential for growth and development as Teylor continues to expand.

• On-site based in Poznan, Poland