Zoho Implementation Specialist

Zoho One Implementation Specialist

Zoho CRM, Zoho Books, and Zoho Analytics

Key Responsibilities

Zoho CRM

• Implement, configure, and customize Zoho CRM modules based on business requirements.
• Set up automation workflows, blueprint processes, validation rules, scoring, and assignment rules.
• Customize layouts, fields, views, and dashboards.
• Integrate CRM with external systems via APIs, webhooks, or third-party tools.
• Optimize CRM performance through periodic audits and best-practice recommendations.
  

Zoho Books

• Configure Zoho Books for seamless finance, invoicing, and accounting operations.
• Set up tax rules, chart of accounts, payment gateways, automation, and templates.
• Integrate Books with CRM and other Zoho/third-party applications.
• Assist with data migration, reconciliation, and adherence to compliance standards.
  

Zoho Analytics

• Design and build interactive dashboards, visualizations, and reports.
• Create custom KPIs and metrics aligned with business goals.
• Integrate data from CRM, Books, and other Zoho/third-party systems.
• Ensure data accuracy, identify trends, and enable data-driven decision-making.
  

Zoho One Suite

• Configure and implement relevant applications across the Zoho ecosystem (Desk, Creator, Projects, Inventory, Flow, etc.) depending on requirements.
• Automate cross-functional workflows using Zoho Flow, Deluge scripting, and custom functions.
• Lead migration and deployment activities with minimal downtime.
• Provide post-implementation support and training to ensure user adoption.
  

Requirements

• 4–6 years of hands-on experience implementing and customizing Zoho One applications.
• Strong proficiency in Zoho CRM, and Analytics (must-have).
• Solid understanding of business processes across sales, finance, operations, and support.
• Experience with Deluge scripting, Zoho APIs, and integrations.
• Expertise in building dashboards, KPIs, and advanced reporting.
• Ability to manage multiple client projects independently.
• Excellent communication, requirement-gathering, documentation, and client-facing skills.
  

Preferred Qualifications

• Zoho certifications (CRM / Creator / Analytics) preferred.
• Experience with SQL, JavaScript, or data modeling is a plus.
• Understanding of accounting principles (for Zoho Books) is an added advantage.
• Prior experience working with SaaS, consulting, or IT service companies.