Technology Specialist - Zoho
Remote
Potential for Contract Extension: Possible extension or contract-to-hire
Initiatives / Projects
- Sales pathing and workflow automation
Impact / Function
- Supports merchant payment provider processes, contributing to revenue growth
Industry Background
- Technology background required
Roles and Responsibilities
- Zoho One Administration: Manage, configure, and optimize the full suite of Zoho One applications. Customize modules, workflows, and blueprints, and maintain advanced dashboards and reports in Zoho Analytics to support data-driven decisions.
- Deluge Scripting: Use Zoho Deluge scripting to create and maintain automation scripts that streamline business processes and automate repetitive tasks.
- Automated Workflows & Blueprints: Design and implement workflows and blueprints to improve efficiency and ensure process consistency.
- Business Requirements: Collaborate with department heads and stakeholders to translate business requirements into technical configurations, workflows, and reports.
- Documentation: Develop a data dictionary to serve as the control center for all organizational terms, formulas, and KPIs.
Must-Have Technical Skills
- Managing and configuring Zoho One products including CRM, Desk, Sign, Projects, Sprints, Analytics, Billing, Inventory, Books, and other related applications
Flex Skills / Nice-to-Have
- Experience with other CRM/ERP platforms
- Programming experience
- Database experience
Soft Skills
- Problem-Solving: Strong analytical skills with the ability to troubleshoot and resolve issues in Zoho
- Communication: Clear written and verbal communication with technical and non-technical stakeholders
- Attention to Detail: Ensures accuracy and consistency in configurations, workflows, and reports
Education / Certification
- Required: Bachelor’s degree in a technical or analytical field
- Nice to have: Zoho Certified Administrator or Developer
Experience Level
- Level 1: 1–3 years
Screening Questions
- How familiar are you with Zoho’s Deluge scripting language? Can you share an example of improving processes?
- How do you ensure data integrity and consistency in Zoho CRM or Desk? What are your strategies for data cleansing and auditing?
- Describe your experience with Zoho applications, especially CRM, Desk, and related tools.
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