Zoho Implementation & Customization (Primary focus):
Customize Zoho CRM, Zoho Projects, Zoho Books, and other Zoho applications to align with our business processes.
Implement custom workflows, automation, and notifications based on our lead qualification, sales potential deal, procurement, and project processes.
Configure role-based access controls and permissions for both organizational and non-organizational users.
System Integration:
Integrate Zoho with Google Workspace and other third-party platforms as per our requirements.
Ensure seamless data flow between Zoho applications and external tools, minimizing manual intervention.
Process Documentation and Optimization:
Review and refine existing business processes, ensuring they are optimized within the Zoho ecosystem.
Document system configurations, workflows, and integrations for internal reference.
Data Migration:
Plan and execute data migration from any existing systems to Zoho, ensuring data integrity and accuracy.
Reporting and Analytics:
Develop custom reports and dashboards to track key performance indicators (KPIs) and business metrics.
Set up real-time analytics and reporting to provide insights into business performance.
Training and Support:
Provide training sessions and create user guides for the team to ensure smooth adoption of the new system.
Offer ongoing support and troubleshooting as needed.
General IT support (Secondary focus): ( smooth daily operations. )
- Hardware and Software Assistance: Providing support for office equipment such as computers, printers, and software applications to maintain operational efficiency.
- Troubleshooting and Issue Resolution: Diagnosing and resolving technical problems to minimize downtime and ensure seamless workflow.
- Data Backup and Recovery: Ensuring regular backups of critical data and implementing recovery procedures to protect against data loss.
Qualifications and Skills:
- Bachelors degree in Information Technology, Computer Science, or a related field.
- 3 - 5 years of hands-on experience with Zoho products, especially CRM, Books, Analytics, Inventory, People, Cliq, and Payroll, with a portfolio of completed projects.
- Experience in Business Analysis & Design.
- Proficient in Zoho customizations, automation, and API integrations.
- Basic knowledge of programming languages (e.g., JavaScript, Python) is preferred.
- Zoho certifications are highly preferred.
- Strong problem-solving skills and attention to detail.
- Previous experience in an Ops role, project management, or working in a fast-growing technology company or scale-up is considered a plus.
- Ability to work independently and manage multiple implementation projects simultaneously.
- Excellent time management and communication skills.
- Detail-oriented with strong organizational and project management skills.
- Quick and autonomous learner, adapting to new technologies and concepts.
- Proven experience in implementing Zoho applications, such as Zoho CRM, Zoho Books, Zoho Projects, etc.
- Solid understanding of business processes and workflows across various industries.
- Detail-oriented with strong organizational and project management skills.
- Strong communication skills.
- Prior experience in training clients on using Zoho applications is a plus.
- Basic understanding of security awarenes
