Systems Automation Specialist

1 week ago

pushkar, India beBeeAutomation Full time

Job OpportunityWe're a US-based company in the financial services space and a fast-growing, process-driven team that relies on Zoho as our operations backbone. Our focus is building a strong, reliable technology foundation to support growth and efficiency across the business – with automated systems helping teams move faster, reduce manual work, and keep data clean.We're looking for a Zoho-experienced professional who excels in systems design and automation, with a track record of building reliable workflows supporting smooth operations.This role involves owning the configuration, automation, and integration of our Zoho ecosystem, especially Zoho CRM, Forms, Flow, and Deluge-based automations. This requires someone who can build forms, configure automations, and connect tools through APIs/webhooks with minimal oversight.Configure and optimize Zoho CRM modules, layouts, fields, views, roles, and permissions.Build seamless integrations between Zoho Forms and CRM workflows.Create and maintain email automations using Deluge scripts.Develop and manage workflows, blueprints, and validation rules inside Zoho CRM.Build and monitor integrations using Zoho Flow, APIs, and webhooks.Troubleshoot system issues, automation failures, and data sync problems.Improve and document system processes to support scale and team adoption.Proactively recommend automation opportunities reducing manual work and improving data accuracy.

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