Tools Automation Manager

Há 2 dias


São Paulo, Brasil PayJoy Tempo inteiro

**About PayJoy**

PayJoy is a mission-first financial service provider dedicated to helping under-served customers in emerging markets to achieve financial stability and success. We lend through our patented technology that turns a smartphone into digital collateral, and our cutting-edge machine learning, data science, and anti-fraud AI allow us to offer the lowest cost and qualify the most customers in the industry. As of 2025 we have brought billions of dollars in credit to 15 million customers, doubling in the last two years while remaining strongly profitable and sustainable for the long term.

**This role**

The Tools Optimization Manager is responsible for ensuring the efficient operation of the CRM tool, controlling access, optimizing usage, documenting processes, and monitoring optimizations; ensuring that the support strategy defined is implemented in the best possible way.

**Key Responsibilities**:
- Ensure the CRM system is always operational and up-to-date, performing preventive and corrective maintenance. Identifying and implementing improvements in CRM usage to maximize operational efficiency and effectiveness.
- Create and maintain detailed documentation on processes, configurations, and optimizations performed in the CRM.
- Manage and monitor access to the CRM system, ensuring that only authorized users have access to the necessary information.
- Flow, Group, and Disposition Creation: Develop and manage workflows, user groups, and dispositions within the CRM to support sales and customer service operations.
- Provide ongoing training and support to CRM users to ensure effective tool usage.
- Generate reports and analyses on CRM usage, identifying areas for improvement and reporting to managers.
- Manage critical situations and emergencies, such as provider outages and service interruptions.

**Qualifications**:
- Bachelor's degree in Information Technology, Information Systems, Software Engineering, or related fields.
- Proven experience in CRM system administration (expert level), knowledge in marketing and sales automation tools.
- Certifications in CRM systems (e.g., Salesforce, HubSpot) are highly desirable and knowledge of integrations with other software tools.
- Strong technology skills (MS Office, CRMs, SQL, Google Suite or Office, especially Excel, etc.), text Channel Tools (Zendesk, Ultimate, Truora, and SMS tools).
- Strong analytical skills to interpret data and generate actionable insights.

**Benefits**:
- 100% Company-funded Health and Dental insurance for employees and immediate family members.
- Life insurance.
- Monthly benefits of meal vouchers and Home Office assistance.
- Phone finance, Headphone, home office equipment and wellness perks.
- $2,000 USD annual Co-working Travel perk
- $2,000 USD annual Professional Development perk

PayJoy is proud to be an Equal Employment Opportunity employer and we welcome and encourage people of all backgrounds. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

**PayJoy Principles**

Finance for the next billion
- Ownership
- Break Through Walls
- Live Communication
- Transparency & Directness
- Focus on Scale
- Work-Life Balance
- Embrace Diversity
- Speed
- Active Listening



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