Zoho CRM Implementation Manager

Reliance Health is on a mission to make quality healthcare accessible, affordable and delightful in Emerging Markets. Reliance Health uses technology to build an integrated health system that includes affordable health insurance, telemedicine and a combination of partner and proprietary healthcare facilities. This allows us to offer innovative healthcare solutions that meet the needs of our end users when they need us the most. This exciting role will be reporting directly to the SVP of Product and Data

As the CRM Implementation Manager, you’re going to:

• Lead strategy and best practices to ensure optimal usage of CRM applications to support increase in company metrics across all divisions.
• Create and manage the implementation of the company’s CRM roadmap, serving as the primary architect and subject matter expert, overseeing all integrations and usage of CRM applications.
• Conceptualize, build and monitor the flow of data (internal and external) in and out of the CRM applications, specifying required data entry guidelines and processes as well as training division specific specialists on these guidelines.
• Educate CRM users on the most efficient and accurate usage of customer data and also set up guidelines and processes to ensure strict adherence to regulatory practices in processes that affect customer data management.
• Be and advocate for the platform, contributing knowledge and acting as a voice for process and platform improvements across all teams.
• Collaborate with each division’s specialist to review requirements and ensure the processes are adequately documented (on Confluence) for ease of reference.
• Assist in production of supplemental training materials for global and regional use including supporting local language adaptation of information where necessary
• Own the set-up and configuration process for each application based on requirements from each division with direct support from the division specialists, given that the implementation does not require code.
• Collaborate with Product Managers for the implementation areas that require code, the definition of this will be task specific.