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Zoho CRM Specialist

Zoho CRM Specialist

ATMS

3 - 4 years

0 Lacs

thane maharashtra india

Posted:1 week ago| Platform:

Apply

Skills Required

crm audit taxation accounting compliance support data management tracking integration finance transactions invoicing reports budgeting forecasting documentation regulations billing excel communication collaboration inventory certification

Work Mode

On-site

Job Type

Full Time

Job Description

About US

M/s ATMS & Co. LLP is a leading Chartered Accountancy firm based in Thane, Maharashtra. With over a decade of professional excellence, we specialize in delivering comprehensive solutions in Audit & Assurance, Taxation, Accounting, Regulatory Compliance. We are committed to delivering value-driven advisory services that support long-term business growth and compliance for our clients across sectors.

Job Summary

We are looking for a skilled

Accountant

with

3-4 years

of professional experience and working knowledge of

Zoho CRM

. The candidate will manage day-to-day accounting operations while supporting sales and customer data management through Zoho CRM to ensure accurate financial tracking and seamless integration between accounting and sales teams.

Requirement

Location - Thane Wagle estateExperience - 3-4 yearsQualification - B.COM,M.COM,BAF MBA Finance

Key Responsibilities

Maintain accurate financial records including accounts payable and receivable.
Reconcile bank statements, ledgers, and financial reports.
Collaborate with the sales team to align financial data with customer information in Zoho CRM.
Monitor and track sales transactions, invoicing, and collections using Zoho CRM data.
Generate financial and sales reports for management review.
Assist in budgeting, forecasting, and financial analysis.
Support audit activities by providing relevant documentation and reports.
Ensure compliance with tax regulations and timely filing of returns.
Utilize Zoho CRM to maintain customer billing and payment records

Required Skills

Bachelor’s degree in Accounting, Finance, or related field.
3-4 years of accounting experience.
Hands-on experience with Zoho CRM for managing customer and sales data.
Strong understanding of accounting principles and financial reporting.
Proficient in MS Excel and accounting software.
Good analytical skills and attention to detail.
Effective communication and collaboration skills

Preferred

Experience with other Zoho apps (Zoho Books, Zoho Inventory) is a plus.
Professional certification (CA Inter, CPA, CMA) is an advantage

Skills: crm,zoho crm,accounting,compliance,zoho

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Zoho CRM Specialist