CRM Operations Engineer

Job Title: CRM Operations Engineer
Reports to: Head of RevOps
Industry: Agri–Finance
Location: Nairobi
Our client is a digital platform for agri-SMBs in Africa, providing essential access to credit and financial products where traditional banks fall short.
Our mission is to help agri-SMBs thrive by making capital accessible, addressing the $180 billion credit gap in African agriculture.
Role summary

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• Own Zoho CRM as a product: design, build, maintain, and optimize
  
• Develop workflows and custom functions (Deluge)
  
• Implement product MVPs and loan management system (LMS) logic
  
• Manage integrations across Zoho ecosystem, Zapier, and third-party APIs
  
• Run delivery backlog for numerous teams with clear SLAs and risk classification
  
• Enforce data hygiene, permissions, and system documentation
  
• Progressively own additional tech stack tools
  
• Partner with Analytics Lead to ensure CRM data integrity
  

Key Responsibilities:

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• CRM Product Ownership
  
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  • Design and maintain workflows and custom functions (Deluge) that automate GTM operations
    
  • Build and optimize data models, module relationships, and field structures
    
  • Own LMS financial logic: maintain master functions for loan financials (principal, markup, repayment schedules, actual repayments, default interest accrued/paid, early repayment discounting)
    
  • Execute systematic data corrections and enrichments for existing loan book
    
  • Implement product MVPs in CRM per Product team specifications
    
  • Manage cross-platform flows (Zoho Forms → CRM → Analytics /→ Client)
    
  • Configure and trigger SMS/email campaigns from CRM
    
  
  
• Integrations & Tech Stack
  
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  • Manage integrations within Zoho ecosystem (CRM, Analytics, Forms, Desk)
    
  • Build and maintain Zapier workflows for data transfer and enrichment between platforms
    
  • Connect and troubleshoot third-party API integrations
    
  • Progressively own additional tech stack tools (Zoho Desk, telecom platforms, etc.)
    
  • Design multi-platform flows that auto-populate client data across systems
    
  • Debug cascading system failures across dependent fields and programs
    
  
  
• Operations & Delivery
  
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  • Run ticketing/backlog system with risk classification and SLAs
    
  • Ship automation for internal users and clients
    
  • Monitor jobs, fix breaks, escalate critical issues to Head of RevOps
    
  • Enforce data hygiene standards and user permissions
    
  • Document processes and maintain runbooks for all CRM systems
    
  • Train users on new CRM features and best practices
    
  
  
• Market Expansion Support
  
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  • Deploy CRM infrastructure for new geographic markets and agricultural segments
    
  • Build segment-specific tracking for business development, sales, marketing, and applicant progress
    
  • Ensure CRM readiness one week prior to market launch dates
    
  • Design modules, fields, and workflows that scale to monthly market expansion cadence
    
  
  
• Collaboration & Strategic Input
  
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  • Respond to Analytics Lead’s data QA alerts within SLA
    
  • Partner with Head of RevOps on roadmap priorities and capacity planning
    
  • Coordinate with Tech team on external data flows and system integrationsCoordinate with QA Engineer on validation processes
    
  • Surface monthly insights on CRM usage patterns and bottlenecks
    
  • Proactively identify process gaps and propose solutions
    
  
  

Minimum qualifications

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• Minimum of 3+ years in CRM administration/development or sales/revenue operations
  
• Zoho CRM expertise required: workflows, blueprints, Deluge scripting
  
• Strong proficiency in workflow automation and custom function development
  
• Experience building complex data models, module relationships, and field structures
  
• Hands-on with REST APIs and platform integrations
  
• Proven track record managing mission-critical systems under high-accuracy requirements
  
• Experience with financial product logic (lending/fintech context strongly preferred)
  
• Familiarity with integration platforms (Zapier or similar)
  
• Strong debugging skills; comfortable tracing cascading system failures
  

Preferred Experience:

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• Other Zoho products: Forms, Desk, Analytics
  
• Fintech/lending/B2B marketplace operations
  
• Loan management systems
  
• Experience implementing CRM for scaling operations (monthly product launches, geographic expansion)
  
• QA or systematic testing background
  
• A vision for integrating AI.
  

How to Apply
If you are up to the challenge and possess the necessary qualifications and experience, please send your CV only quoting the job title in the email subject (CRM Operations Engineer-Agri Finance) to vacancies@corporatestaffing.co.ke before 28th January 2026
NB: Only shortlisted candidates will be contacted. If you do not receive any communication from us within two weeks of your application, kindly consider your application unsuccessful. We appreciate your interest and thank you for applying