Zoho One Implementation Specialist

Zoho One Implementation Specialist

You will collaborate with internal teams and clients to understand requirements, translate them into functional solutions, and ensure smooth deployment and adoption across the organization.

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

• 2–4 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.