Zoho Specialist

Job Summary

The Zoho Specialist owns the administration, customization and optimization of the company's Zoho One ecosystem - including Zoho CRM, Books, Projects, People and connected applications. This role ensures every department runs on well-configured, automated and reliable systems, turning Zoho into the single source of truth that powers the organization's sales, delivery, finance and people processes.

Responsibilities

• Administer and maintain the Zoho One suite - CRM, Books, Projects, People and related applications - including users, roles, profiles and permissions.

• Customize modules, fields, layouts, workflows and templates to match each department s processes.

• Build automations using workflows, blueprints, functions and schedules to reduce manual effort and enforce process discipline.

• Design and maintain dashboards and reports that give leadership accurate, real-time visibility across the organization.

• Integrate Zoho with the company website, telematics platforms and third-party tools using APIs, Zoho Flow and connectors.

• Manage data integrity - imports, de-duplication, validation rules and periodic clean-up across all modules.

• Support and train users across departments, resolve issues, and maintain clear system documentation.

• Monitor licences, usage and system health, and recommend improvements as the organization scales.

  Key Result Areas

• Zoho system uptime, reliability and data integrity

• Process automation and workflow efficiency

• Reporting and dashboard accuracy for decision-making

• Successful integrations across platforms

• User adoption, support and training effectiveness

  Skills Competencies

• Hands-on expertise across Zoho CRM, Books, Projects and People administration

• Strong command of workflows, blueprints, custom functions (Deluge) and automation

• Experience building reports, dashboards and analytics

• Working knowledge of APIs, Zoho Flow and third-party integrations

• Sound understanding of data management, validation and security

• Clear communication and the ability to train non-technical users

• Analytical, detail-oriented and process-driven

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.