CRM Product Specialist

About Mindful Support Services 

We are a business-to-business support service for independent mental healthcare businesses, which helps providers service a growing client base. We provide administrative and organizational services to simplify the processes of lead-generation, marketing, billing, and collecting payments from patients and insurers. Our teams currently support over 2,000 independent mental health providers, who serve over 25,000 clients per week across 15 locations throughout 5 states, as well as virtually via Telehealth.  

We have built the Mindful Therapy Group brand from the ground up with years of dedication to solving the complex processes of the mental 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 Specialist will lead the development, customization, and optimization of our ZOHO CRM and related ZOHO applications. This role is ideal for someone who thrives at the intersection of technology and business operations, with a passion for building scalable solutions that drive efficiency and growth. This role reports to the Lead Technical Project Manager. This is a full-time position. 

Key Responsibilities 

• Act as the primary owner and subject matter expert for ZOHO CRM and related ZOHO One applications (e.g. Sign, Survey, Analytics, Campaigns, and Recruit) 

• Lead the design, development, and deployment of custom ZOHO CRM module solutions using 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, 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. 

Requirements

Core Competencies 

• Expertise in ZOHO CRM and ZOHO One suite, including hands-on experience with Deluge scripting and custom module development. 

• Proficiency in JavaScript, Python, and HTML/CSS for building custom functions, integrations, and UI enhancements. 

• Experience with automation tools such Logic Apps, or Microsoft Power Automate. 

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

• Experience with EHR systems, or comparably complex business management tools. 

• 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. 

Qualifications 

• Bachelor’s degree and 4–6 years of experience in CRM administration, ZOHO development, or a similar technical role. 

• Proven track record of successful ZOHO CRM implementations and customizations. 

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

• Personal vehicle required due to travel between worksites or other locations 

• Ability to lift up to 50 lbs occasionally. 
   
  

Work Environment 

The position is based in-person at the Mountlake Terrace, Washington 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. 

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

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

Pay: $70,000 - $85,000 per year