Process Coordinator
Role summary
The Process Coordinator leads AI-led process redesign. The role takes each business process cuts it down to the steps and fields that matter, gets the rules built into Zoho CRM, and replaces manual reports with live, AI-generated dashboards for each department and role.
The goal is simple: people put the right data in the right place at the right time, and AI turns it into decisions. Managers and coordinators should stop building reports and chasing updates by hand.
This is a process and data role, not a training role. The right person reads workflows and Zoho logic, thinks in fields and data, and is comfortable shortening a process and challenging a manager when a step adds no value.
Key responsibilities1. Process redesign
- Map each current process end to end from the CRM field list, the current SOP and how the team actually works.
- Cut steps and fields that do not feed a decision or a report.
- Set one owner and one time limit for every stage.
- Define the blocking rules the CRM must enforce (for example, no case closes without evidence; no paid job closes without an invoice number), each with a logged override.
- Link modules so data flows without re-entry (for example, case to invoice; confirmed deal to PRQ, PO and delivery).
- Write the one-page SOP for each process: stage, owner, time limit, what must exist before moving on, and what is automatic.
- Take each redesign to the department head and the fortnightly Signal review for approval; L&D then signs off the final SOP.
- Live dashboards with AI tools
- Own the live dashboards produced through AI tools and Zoho Analytics.
- Assign department-specific and role-specific dashboards: what a sales coordinator, a manager, a division manager and a department head each need to see every day.
- Use the dashboards in real-time reviews and daily huddles so discussions run on live data, not on spreadsheets prepared the night before.
- Set up daily exception lists and weekly reports pulled automatically from the CRM and from source documents (SOPs, POs, invoices, PRQs), so nobody types the same data twice.
- Check data quality before trusting a dashboard: blocking rules come before dashboards, because AI on bad data gives confident wrong answers.
- Less manual work
- Find every manual report, Excel tracker and repeated hand-off in each department and replace it with a dashboard or an automatic summary.
- Formally retire the old report the day the new dashboard goes live, so teams do not run both.
- Work with IT to clean up automatic tasks that a CRM rule can replace, and raise on-time completion of tasks.
- Track and report manual reporting hours removed.
- Rollout and adoption
- Run the 8-step redesign cycle for each process: AI baseline audit, design, build, pilot, measure, fix, roll out, retire the old way.
- Write clear build requirements for IT (fields, module links, Blueprint rules, automations) and test them before go-live.
- Support DMs and department heads, who own adoption in their teams.
- Prepare and present at the fortnightly Signal review with senior leadership and IT: designs for approval, blockers and numbers against baseline.
Role requirements
- Can read a Zoho CRM module (fields, layouts, Blueprints, workflows) and explain what it does and where it breaks.
- Can take a field list and an SOP and produce a shorter, rule-based process on paper within a day.
- Uses AI tools daily for analysis, summaries and dashboards, and knows how to check their output.
- Comfortable telling a senior manager that a step or a report should go, and backing it with data.
- Measures improvement as numbers against a baseline, not opinions.
- Leads change across departments and holds a redesign under challenge from senior managers, with the Sponsor's backing.
- Fluent written and spoken English; Arabic or Hindi is a plus.
Education
Required
- Bachelor's degree in Industrial Engineering, Business Administration, Information Systems, Operations Management, Business Analytics or a related field.
Industry experience
- 4-6 years in process improvement, business analysis, CRM operations or sales/service operations.
- At least 2 years hands-on with a CRM , ideally Zoho CRM (Salesforce or Dynamics also acceptable).
- Experience in B2B trading, industrial equipment, distribution or after-sales service , preferably in the UAE or GCC.
- Has led at least one process redesign or CRM rollout from mapping to go-live, with measurable results.
- Experience building or running management dashboards that replaced manual reports.
Required skills
Technical
- Zoho CRM: modules, fields, layouts, Blueprints, workflow rules, reports
- Dashboards and BI: Zoho Analytics, Power BI or similar
- AI tools for analysis and reporting (Claude, ChatGPT, Copilot), including pulling data from documents and CRM exports
- Advanced Excel / Google Sheets (pivots, lookups, data cleaning)
- Process mapping (Visio, Lucidchart, Miro or BPMN tools)
- Basic understanding of automations and integrations (Deluge, APIs, Zapier) is a plus
Analytical
- Reads data and fields to find where a process breaks
- Builds a baseline and measures change against it
- Spots bad data and its root cause before it reaches a dashboard
- Turns findings into a short, clear decision for a manager
Behavioural
- Simplifier: removes steps instead of adding them
- Confident with senior managers; willing to challenge
- Structured and finishes what it starts: one process at a time, closed properly
- Clear writer: one-page SOPs, short build specs, plain reports
- Patient with teams during change; firm on the rules
Pay: AED3,000.00 - AED4,500.00 per month
Application Question(s):
- What is your current salary?
- How many years of experience you have?
- Male/ Female?
Work Location: In person
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