Role Overview You will lead strategy, design and delivery of AI-enabled digital-transformation programmes. The remit spans process discovery and mapping, Zoho solution architecture, generative-AI prototyping, governance and project leadershipacting as the bridge between senior client stakeholders and internal development, data-science and change-management teams. Key Responsibilities - Assisting Presales Team Collaborate with the sales team and product team to understand the requirements of potential customers and create live Demos as per prospects' business requirements. - Strategy & Advisory Define AI and digital-transformation roadmaps aligned to business objectives and regulatory guidelines. Identify and prioritise use-cases for predictive analytics, generative-AI assistants, autonomous workflows process optimization, and efficiency gains using Zoho applications. - Process & Solution Design Facilitate workshops to capture as-is processes and design to-be” states in BPMN / Zoho Blueprint. Translate requirements into data pipelines, ML feature sets and prompt libraries for developer hand-off. - AI Development & Governance Oversee model build, validation and MLOps for predictive, NLP and Gen-AI use-cases. Implement responsible-AI controls covering fairness, privacy, security and regulatory compliance. - Configuration & Testing Configure, customize and optimize Zoho applications, such as Zoho CRM, Zoho Desk, Zoho People, Zoho Projects, etc. Work closely with development teams to design and develop customizations and integrations within the Zoho ecosystem. Conduct functional testing, including creating test cases, executing tests, and documenting results. - Project Governance & Stakeholder Leadership Mentor Zoho developers and data-science teams, promoting continuous learning and innovation. Provide training and support to end-users on Zoho applications, ensuring effective adoption and utilization. Own budgets, sprint plans and resource allocations; report progress to CXO-level sponsors. - Security & Risk Conduct AI threat modelling and recommend secure-by-design model pipelines across cloud platforms. Preferred Skills - Core Requirements 5+ years technology consulting in BFSI with live AI/ML deployments Proven Zoho Creator/CRM builds and production ML solutions (TensorFlow, PyTorch, LangChain) Python, SQL and cloud AI services (AWS SageMaker, Azure OpenAI, Google Vertex) BPMN 2.0 or UML modelling; strong stakeholder-workshop skills - Preferred Assets MBA (Finance/Systems) or M.Tech (AI) Experience with RPA or other low-code platforms (OutSystems, Mendix) Edge-AI / IoT analytics exposure in branch operations Familiarity with scaled-agile frameworks (SAFe, LeSS) - Soft-Skill Profile We value analytical rigour, consultative storytelling, adaptability, stakeholder influence and an ethical mindset—competencies recognised as success factors in top global consulting practices. What We Offer Signature BFSI + AI transformation projects with marquee clients Flat hierarchy, rapid promotion path and annual certification budget Competitive compensation, comprehensive health cover and an inclusive culture of innovation
Role and Responsibilities: Must Have a Functional & Technical Understanding Of Zoho One / Zoho CRM plus package applications. Understanding of business requirements and use cases. Applying best practices on Zoho CRM, Desk, Project, Creator and other relevant Zoho Applications to derive the best outcomes for our clients. API Integration with other Zoho Applications as well as 3rd Party Applications. Deluge Scripting / Custom functions for complex implementation projects. Discussing and allocating work with Junior Developers. Certain level of team management will also be involved. Configuration of core Zoho Applications like CRM, Desk, Creator, Project, Campaign, etc. Creation of reports and dashboards on all Zoho Apps, including Zoho Analytics. Preferred Skills API Integration Deluge Scripting XML PHP SQL Queries JavaScript Configuration on Zoho CRM, Desk, Project Workflow / Custom Functions / Blueprint configuration on Zoho Understanding of Business Processes Excellent Communication Skills.
Role and Responsibilities Manage GST return filing, TDS return filing, and Income Tax Return (ITR) compliance. Handle Zoho Payroll management including salary processing, compliance, and reporting. Process and verify employee expense reimbursements in line with company policy. Raise and manage client invoices in line with contract terms and timelines. Track and follow up for outstanding payments from clients. Maintain proper records of all accounts receivable and payable entries. Collaborate with internal teams for project billing and client communication. Support audits, reconciliations, and financial documentation. Work closely with external consultants/CA for timely compliance. Preferred Skills Hands-on experience with Zoho Books, Zoho Payroll, or similar tools. Strong understanding of GST, TDS, ITR, and other regulatory frameworks. Experience in invoice management and collections follow-ups. Proficiency in MS Excel or Google Sheets. Strong attention to detail, organizational skills, and ability to meet deadlines.
Role and Responsibilities: Must Have a Functional & Technical Understanding Of Zoho One / Zoho CRM plus package applications. Understanding of business requirements and use cases. Applying best practices on Zoho CRM, Desk, Project, Creator and other relevant Zoho Applications to derive the best outcomes for our clients. API Integration with other Zoho Applications as well as 3rd Party Applications. Deluge Scripting / Custom functions for complex implementation projects. Discussing and allocating work with Junior Developers. Certain level of team management will also be involved. Configuration of core Zoho Applications like CRM, Desk, Creator, Project, Campaign, etc. Creation of reports and dashboards on all Zoho Apps, including Zoho Analytics. Preferred Skills API Integration Deluge Scripting XML PHP SQL Queries JavaScript Configuration on Zoho CRM, Desk, Project Workflow / Custom Functions / Blueprint configuration on Zoho Understanding of Business Processes Excellent Communication Skills.
Role & responsibilities Presales: Collaborate with the sales team to understand the requirements of potential customers Conduct in-depth needs assessments to identify opportunities for Zoho solutions Liaise with the product team to create live Demos as per prospects' business requirements Conduct a Successful demo of the proposed solution. Identify potential risks associated with Zoho implementations and develop mitigation strategies. Post Sales: Conduct detailed requirements-gathering sessions with the client and identify opportunities for automation, process optimization, and efficiency gains using Zoho applications. Proactively address issues that may arise during the project, ensuring minimal impact on timelines and deliverables. Collaborate with clients to create a roadmap for the phased implementation of Zoho applications. Analyze and document the business processes, workflows, and all other requirements to identify areas for improvement. Create a detailed Functional Solution Document (FSD) and take sign-off from internal stakeholders as well as the client. Configure, customize and optimize Zoho applications, such as Zoho CRM, Zoho Desk, Zoho People, Zoho Projects, etc. Work closely with development teams to design and develop customizations and integrations within the Zoho ecosystem. Conduct system testing, including creating test cases, executing tests, and documenting results. Monitor and maintain the integrity and quality of data within Zoho applications. Provide training and support to end-users on Zoho applications, ensuring effective adoption and utilization. Stay updated with the latest Zoho features, functionalities, and best practices to drive continuous improvement and innovation. Assist in the implementation of new Zoho applications and upgrades, including data migration and system configurations. Others: Work with the sales team to standardize service offerings Analyze internal processes to identify optimization opportunities Effectively manage relationships with key stakeholders, including clients, internal teams, and thirdparty vendors. Regularly collect feedback from clients to measure satisfaction and identify areas for improvement. Preferred candidate profile Analytical Problem-Solving & critical thinking capabilities Interpersonal and consultative skills Oral and written communication proficiency Must have SAAS Knowledge (Preferred Zoho) Ability to work independently and manage multiple tasks in a dynamic and fast-paced environment. Certification in Zoho applications (such as Zoho CRM Administrator Certification) is a plus. Proficiency in data analysis and reporting using Zoho Analytics or other BI tools. Perks and benefits
Role & responsibilities Manage GST return filing, TDS return filing, and Income Tax Return (ITR) compliance. Handle Zoho Payroll management including salary processing, compliance, and reporting. Process and verify employee expense reimbursements in line with company policy. Raise and manage client invoices in line with contract terms and timelines. Track and follow up for outstanding payments from clients. Maintain proper records of all accounts receivable and payable entries. Collaborate with internal teams for project billing and client communication. Support audits, reconciliations, and financial documentation. Work closely with external consultants/CA for timely compliance. Preferred candidate profile Hands-on experience with Zoho Books, Zoho Payroll, or similar tools. Strong understanding of GST, TDS, ITR, and other regulatory frameworks. Experience in invoice management and collections follow-ups. Proficiency in MS Excel or Google Sheets. Strong attention to detail, organizational skills, and ability to meet deadlines. Experience Minimum 2-5 years preferably in a SaaS or IT services environment. Qualifications and Education Requirements Bachelors degree in Commerce, Finance, or related field (B.Com/M.Com preferred).
Role and Responsibilities Design, develop, and maintain ETL pipelines across Zoho applications and SaaS platforms. Implement Deluge scripts to automate workflows and data transformations within Zoho. Configure and manage Zoho Analytics for data modeling, cleansing, dashboards, and BI reporting. Integrate Zoho with external SaaS tools and cloud platforms using Zoho Flow, REST APIs, and third-party connectors (Zapier, Make, etc.). Perform data migration, validation, and quality checks to ensure accuracy and consistency across systems. Collaborate with product, finance, sales, and operations teams to deliver data-driven insights. Ensure data governance, security, and compliance within SaaS and Zoho ecosystems. Optimize ETL processes for scalability, performance, and reliability. Required Skills: Strong hands-on experience with 2+ Years as ETL developer. Exposure to cloud-based data architectures (AWS, GCP, or Azure). Hands-on experience in the Zoho ecosystem (CRM, Books, Desk, Projects, Payroll). Expertise in Zoho Analytics (data models, KPIs, dashboards, reports). Proficiency in SQL for data queries, validation, and transformation. Experience with APIs (REST, JSON, XML) and SaaS integrations. Experience with one or more ETL tools/frameworks (e.g., Informatica, Talend, SSIS, AWS Glue, Airbyte, dbt, custom Python scripts). Knowledge of data migration and quality assurance techniques. Solid understanding of data warehousing concepts and dimensional modelling. Experience handling large data volumes and designing incremental/real-time loads. Excellent problem-solving and debugging skills. Preferred Skills: Experience with cloud storage and data warehouses (AWS S3, Snowflake, BigQuery, Redshift). Experience with Python or Scala for data transformations. Familiarity with BI/Visualization tools beyond Zoho Analytics (Power BI, Tableau). Knowledge of CI/CD, Airflow, or orchestration frameworks. Understanding of SaaS metrics (e.g., usage, churn, retention). Experience building or maintaining multi-tenant data models. Knowledge of data governance, security, and compliance best practices.