Senior Zoho Consultant

Job Title: Zoho CRM Specialist

Experience: 3+ years

Job Overview

We are seeking an experienced Zoho CRM Specialist to manage, customize, and optimize our CRM system for improved efficiency and user experience. The ideal candidate will have strong expertise in configuring Zoho CRM, developing custom workflows, integrating third-party applications, and ensuring data accuracy for informed decision-making.

Key Responsibilities

CRM Configuration & Customization

Customize modules, fields, layouts, and templates to align with business processes.

Configure sales pipelines and stages for effective deal management.

Develop custom functions using Deluge scripting to automate business processes.

Workflow Automation

Design and implement workflows, approvals, notifications, and escalations.

Optimize automation for lead management, sales tracking, and customer engagement.

Integrations & APIs

Manage Zoho Ecosystem integrations (Books, Desk, Campaigns, etc.).

Handle third-party integrations (Google Workspace, Office 365, social media, etc.).

Work with Zoho CRM APIs for advanced customization and connectivity.

Data Management

Oversee data import/export processes (leads, contacts, deals, etc.).

Maintain clean, accurate, and deduplicated CRM data.

User Management & Security

Configure user roles, profiles, and permissions.

Manage multi-currency and multi-language setups.

Ensure system compliance with security standards.

Analytics & Reporting

Create custom reports and dashboards for sales, marketing, and service teams.

Track KPIs and performance metrics to support data-driven decisions.

Qualifications

Proven experience (X+ years) in Zoho CRM configuration and customization.

Strong knowledge of Deluge scripting and Zoho CRM APIs.

Hands-on experience in workflow automation and third-party integrations.

Solid understanding of CRM data management practices.

Excellent problem-solving, analytical, and communication skills.

Nice to Have

Experience with other Zoho applications (Zoho Creator, Zoho Analytics, etc.).

Knowledge of sales/marketing processes for better CRM alignment.

Zoho certifications will be an added advantage.