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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