Zoho Specialist

4 days ago


Mumbai, Maharashtra, India Bold Business Full time

Job Summary We are looking for a Zoho Specialist to develop and optimize workflows and automation within Zoho ONE CRM ensuring seamless data integration from external sources This role involves creating new fields process workflows reports and dashboards to enhance operational efficiency An example would be when a new order comes in and needs to be rooted through the system for everything from approvals to production to shipping and invoicing A key responsibility will be managing order workflowsxe2x80x94from initial entry to approvals production shipping and invoicingxe2x80x94ensuring a streamlined automated process The ideal candidate will play a crucial role in customizing and maintaining Zoho CRM to support sales tracking invoicing reporting and customer interactions Bold Business is a US-based leading global business processing outsourcing firm with over 25 years experience and 7B in client engagements We enable small and publicly traded businesses to scale by providing global outsourcing talent services Key Responsibilities Develop and implement end-to-end sales process workflows Create dashboards for clear visibility into stage statuses Generate custom reports tailored to business needs Enhance and optimize Zoho CRM ensuring it serves as the single source of truth for business data Other Duties Accomplish other related duties as required Collaboration Support Work closely with internal teams to understand business needs and implement Zoho solutions effectively Train internal users on Zoho CRM best practices to maximize efficiency and adoption Qualifications Proven experience as a Zoho CRM Specialist Zoho Developer or similar role Strong knowledge of Zoho One Suite Zoho CRM Zoho Analytics etc Expertise in designing custom reports and dashboards Strong problem-solving skills and ability to work independently Excellent communication and collaboration skills to engage with stakeholders effectively Top Reasons to Join Our Team Flexible Work Enjoy a full-time 100 remote role with work-life balance Supportive Environment We foster a culture that values your contributions and provides the tools for success Growth Opportunities Expand your skill set through training and professional development Bold Business recruiters always use a xe2x80x9c xe2x80x9d email address and or from our Applicant Tracking System JazzHR Any variation of this email domain should be considered suspicious Additionally Bold Business recruiters and authorized representatives will never request sensitive information in email or via text LIREMOTEPowered by JazzHR Bold Business


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