Zoho Implementation Specialist

Job Description:

  • Rebuild the operational layer of StorSuite’s live Zoho CRM environment
  • Design and implement lead assignment, routing, scoring, follow-up cadences, blueprints and approval processes
  • Redesign opportunity pipelines, including stages, probabilities, forecast categories and line-of-business-specific layouts
  • Build custom business processes using fields, workflows, page layouts, dynamic layouts, record types, actions and custom settings
  • Configure and maintain custom modules for Facilities, Claims, Plans, Services, Investor Accounts and Underwriting Fees
  • Manage roles, profiles, sharing rules and groups using least-privilege access
  • Develop, maintain and troubleshoot Zoho Deluge functions and business logic
  • Build and manage Zoho Flow and comparable integrations with third-party systems
  • Configure APIs, webhooks, custom actions and scheduled functions
  • Diagnose failing functions, implement failure alerting, and retire duplicate or inactive functions and workflow rules
  • Maintain and document integrations including Zoho Bookings, Sign, Desk, Projects, Finance Suite, SalesIQ, LeadChain, ActiveCampaign and Google Workspace
  • Perform data imports, deduplication, field rationalisation, picklist governance and source-attribution backfilling
  • Build controlled bulk-import processes with templates, validation and post-import assignment
  • Conduct security reviews, release evaluations and periodic system health checks
  • Support email deliverability and compliance monitoring
  • Build and optimize Zoho Analytics dashboards and reports
  • Automate weekly KPI reporting for executive stakeholders
  • Instrument operational metrics including speed to first contact, lead-to-opportunity conversion, pipeline aging and forecast accuracy
  • Produce configuration documentation for all built or modified processes, automations and integrations
  • Create self-guided training materials in Zoho Learn and record walkthrough videos
  • Deliver knowledge transfer and a handover pack at the end of the engagement or during transition to a permanent hire
  • Provide weekly progress updates and summaries of delivered, active and blocked work
  • Work under the direction of the VP of Sales & Revenue

Requirements:

  • Four or more years of hands-on Zoho CRM administration and build experience, or comparable CRM experience with demonstrated Zoho delivery
  • Experience creating and maintaining custom functions in Zoho Deluge or a comparable scripting language with transferable work
  • Experience with Zoho Flow, Zapier, Make or similar workflow automation and integration platforms
  • Working understanding of APIs, webhooks, data mapping and system integrations
  • Experience configuring assignment rules, scoring rules, cadences, blueprints, approval processes and multiple pipelines
  • Experience with data migration and cleanup involving several thousand records, including deduplication and field consolidation
  • Experience building reports and dashboards in Zoho Analytics or a comparable BI tool
  • Strong written English and ability to produce documentation and training material independently
  • Ability to work independently across time zones, manage priorities and raise blockers early
  • Minimum four hours of daily overlap with 8:00–17:00 US Central, Monday to Friday
  • Attendance at a weekly progress call and relevant weekly Sales and Marketing alignment meetings
  • Own computer, reliable internet connection with stated minimum speed and backup option
  • Professional written and spoken English
  • Multi-factor authentication required
  • Signed non-disclosure agreement required before access
  • Named individual account; credentials must not be shared
  • Ability to comply with sandbox testing, written production approvals, change logging and data-security controls
  • Preferred: Zoho certification or verifiable prior implementation references
  • Preferred: Experience rationalising partially built CRMs
  • Preferred: Familiarity with Zoho One suite, especially Desk, Projects, Sign, Finance Suite and Learn
  • Preferred: Email deliverability and marketing compliance experience
  • Preferred: Experience in self-storage, real estate, insurance or another asset-based service industry

Benefits:

  • Independent contractor engagement
  • Initial 14-week term with option to extend
  • Commitment of 20–40 hours per week
  • Fully remote, offshore work arrangement
  • Zoho licences and required third-party tool access provided
  • Opportunity to transition to or hand over to a permanent in-house hire
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