We are seeking an experienced Zoho One Specialist with over four years of hands-on expertise in Zoho CRM and Zoho One to manage and optimize the Zoho environment for a US-based client. This role involves taking over the existing Zoho setup from an external partner and leading the migration from Zoho CRM Plus to Zoho One. After the migration, you will be responsible for cleaning up legacy workflows and maintaining the system to ensure smooth daily operations for the sales and intake teams. Clear communication and thorough documentation are essential, as you will need to explain changes in simple terms to non-technical users.
Key Responsibilities
- Take ownership of the current Zoho setup by collaborating with the external partner to understand, map, and document how the system is used.
- Lead and complete the migration from Zoho CRM Plus to Zoho One, ensuring no disruption to daily sales and intake activities.
- Review and assess legacy workflows, Deluge scripts, and automations; retain effective components, fix issues, and retire obsolete elements.
- Maintain the long-term health of the Zoho system, including managing user access, ensuring data quality, and optimizing performance.
- Carefully plan, test, and implement changes on a live system with multiple daily users, always preparing rollback plans and communicating updates clearly before deployment.
- Produce clear, comprehensive documentation for workflows, automations, and integrations.
- Translate technical changes into plain language for business users and senior client stakeholders.
- Collaborate daily with the client’s core team, translating business needs into Zoho solutions while managing expectations and pushing back on requests that could cause issues.
Required Qualifications
- Minimum of 4 years of practical experience working with Zoho CRM and Zoho One.
- Strong proficiency in Deluge scripting and Zoho Flow automation.
- Proven experience delivering at least one end-to-end migration from Zoho CRM Plus to Zoho One or a similar platform consolidation.
- Demonstrated discipline in change management, including sandbox testing, rollback planning, and clear communication with users.
- Excellent written and verbal English skills, with confidence in engaging directly with senior client stakeholders.
- A proactive mindset focused on owning outcomes rather than just completing assigned tasks.
Preferred Qualifications and Benefits
- Experience working at a Zoho partner or implementation consultancy.
- Familiarity with additional Zoho applications such as Zoho Desk, Zoho Analytics, or Zoho Books.
- Knowledge of integrating Zoho with other SaaS platforms (e.g., telephony, forms, marketing tools) using APIs or webhooks.
- Background in consulting or client-facing delivery roles is advantageous.
Benefits
- Gym, travel, and food allowances.
- Annual certification support.
- Paid time off and holidays.
- Bi-annual performance reviews accompanied by bonus opportunities.
This role offers the opportunity to take full ownership of a critical Zoho environment for a dynamic US client, combining technical expertise with strong communication and project management skills.