Product Specialist (CRM) - Mountlake Terrace, WA

Job Description

Job Description

Job Type : Full-time, M-F (hybrid options available)

Pay : $80,000-90,000 per year

Location : Mountlake Terrace, Washington

About Mindful Support Services

We are a business to business support service for independent mental healthcare practitioners, which helps providers service a growing client base. We provide administrative and organizational services to simplify the processes of sourcing leads, marketing, billing, and collecting payments from patients and insurers. Since opening in 2011, we have added over 2,500 providers throughout our 20+ locations, and we are continuing to grow.

We have built the Mindful Therapy Group brand from the ground up with years of dedication to solving the complex processes of the healthcare landscape in innovative ways, creating a platform geared toward growth, and working to meet our mission of creating improved access to high quality mental healthcare.

About the Role

The CRM Product Specialist will assist in leading the development, customization, and optimization of our instance of Zoho CRM as well as related Zoho applications (Zoho Analytics, Zoho Sign, Zoho One, Zoho Forms, Zoho Flow, etc.). This role is ideal for someone who thrives at the intersection of technology and business operations, with a passion for building scalable solutions and solving complex problems. This role reports to the Technical Program Manager. This is a full-time position.

Key Responsibilities

• Work closely with the primary owner becoming a subject matter expert for Zoho CRM and related Zoho One applications (e.g. Sign, Survey, Analytics, Campaigns, and Recruit)

• Act as a first point-of-contact and deliver resolutions for internal Tier 1 and 2 tickets related to Zoho products.

• Lead project related to the design, development, and deployment of custom Zoho CRM solutions using native settings and custom Deluge scripting.

• Collaborate with internal stakeholders to gather requirements, translate business needs into technical specifications, and deliver tailored CRM workflows, automations, and dashboards.

• Manage end-to-end Zoho CRM implementations, including data migration, automated workflow rules, system configuration, user training, and post-launch support.

• Integrate Zoho CRM with third-party platforms using APIs, Webhooks, JavaScript, Python, and HTML/CSS.

• Monitor system performance, troubleshoot issues, and continuously optimize CRM processes to improve user experience and data integrity.

• Collaborate with vendors and Zoho support to resolve technical issues and ensure timely delivery of enhancements.

• Develop and maintain technical documentation, including SOPs, user guides, and system architecture diagrams.

• Conduct post-project reviews to evaluate outcomes, gather feedback, and implement improvements for future initiatives.

Core Competencies

• Expertise in managing a Zoho CRM and Zoho One suite including hands-on experience with Deluge scripting and custom module development.

• Strong understanding of CRM best practices, data modeling, and customer lifecycle management.

• Proficiency in JavaScript, Python, or other language for building custom functions, integrations, and UI enhancements.

• Experience with architecting solutions with low-code automation tools such Logic Apps, or Microsoft Power Automate.

• Excellent communication skills to both technical and non-technical audience.

• Detailed troubleshooting and problem-solving skills to debug technical issues and untangle complicated business requirements into clear solutions.

• Ability to manage multiple projects simultaneously in a fast-paced, evolving environment.

• Strong analytical and problem-solving skills with a proactive, “figure-it-out” mindset.

• Excellent communication skills with the ability to explain technical concepts to non-technical stakeholders.

• Highly organized, self-motivated, and capable of working independently with minimal supervision.

The responsibilities described above are not intended to be a comprehensive list of all requirements for this job. Responsibilities, duties, and activities may change at any time with or without notice.

Requirements

Qualifications

• Bachelor’s degree and 2 - 4 years of experience in CRM administration (Zoho CRM Preferred but Salesforce, Microsoft Dynamics, HubSpot, Pipedrive, Monday CRM, Creatio, or other related CRM will qualify) .

• 2 - 4 years' experience individually building & deploying custom functions to solve CRM problems in JavaScript, Python, Deluge, or other scripting languages.

• Proven track record of successful CRM implementations and customizations built and deployed by you.

• Experience working with cross-functional teams and executive leadership.

Work Environment

The position is based mostly in-person at the Headquarters location and requires travel to all Mindful Support Services office locations, including occasional out-of-state business trips. The position also requires off-site travel as needed to support with job requirements such as projects, equipment/supply needs, and repairs.

Benefits

Compensation and Benefits:

• 75% employer covered Health, Dental & Vision benefits plan
• 401(k) savings plan with employer matching upon eligibility
• 8 paid holidays
• 15 PTO days accrued annually
• Professional and career development opportunities
• Compensation evaluated with opportunities for advancement

We are an equal opportunity employer with a progressive workplace based on teamwork, integrity, and customer service. We are committed to cultivating the long-term professional potential of our team. Applicants from all fields are encouraged to apply. Background check required. Come join a strong team making an impact in the service world of mental health!

It is a conflict of interest for an employee of Mindful Support Services to be a current client of Mindful Therapy Group. We request that individuals who are receiving clinical services at Mindful Therapy Group wait until their care is discontinued before beginning employment.

Job Type : Full-time, M-F (hybrid options available)

Pay : $80,000 - $90,000 per year

Location : Mountlake Terrace, Washington