Zoho CRM Specialist

4 weeks ago

Thane India ATMS Full time

Job Description

About US

M/s ATMS & Co. LLP is a leading Chartered Accountancy firm based in Thane, Maharashtra. With over a decade of professional excellence, we specialize in delivering comprehensive solutions in Audit & Assurance, Taxation, Accounting, Regulatory Compliance. We are committed to delivering value-driven advisory services that support long-term business growth and compliance for our clients across sectors.

Job Summary

We are looking for a skilled Accountant with 3-4 years of professional experience and working knowledge of Zoho CRM. The candidate will manage day-to-day accounting operations while supporting sales and customer data management through Zoho CRM to ensure accurate financial tracking and seamless integration between accounting and sales teams.

Requirement

Location - Thane Wagle estate

Experience - 3-4 years

Qualification - B.COM,M.COM,BAF MBA Finance

Key Responsibilities

- Maintain accurate financial records including accounts payable and receivable.
- Reconcile bank statements, ledgers, and financial reports.
- Collaborate with the sales team to align financial data with customer information in Zoho CRM.
- Monitor and track sales transactions, invoicing, and collections using Zoho CRM data.
- Generate financial and sales reports for management review.
- Assist in budgeting, forecasting, and financial analysis.
- Support audit activities by providing relevant documentation and reports.
- Ensure compliance with tax regulations and timely filing of returns.
- Utilize Zoho CRM to maintain customer billing and payment records

Required Skills

- Bachelor's degree in Accounting, Finance, or related field.
- 3-4 years of accounting experience.
- Hands-on experience with Zoho CRM for managing customer and sales data.
- Strong understanding of accounting principles and financial reporting.
- Proficient in MS Excel and accounting software.
- Good analytical skills and attention to detail.
- Effective communication and collaboration skills

Preferred

- Experience with other Zoho apps (Zoho Books, Zoho Inventory) is a plus.
- Professional certification (CA Inter, CPA, CMA) is an advantage

Skills: crm,zoho crm,accounting,compliance,zoho

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