Zoho Financial System Expert

2 days ago

Hyderabad, Telangana, India beBeeImplementation Full time ₹ 90,00,000 - ₹ 1,20,00,000
Lead Zoho Implementation and Customization Specialist

We are seeking an experienced professional to lead the implementation, configuration, and customization of the Zoho suite with a focus on Zoho Books, Zoho CRM, and Zoho Creator.

Key Responsibilities:
  • Configure and customize Zoho Books for end-to-end financial workflows including invoicing, vendor management, and expense tracking.
  • Ensure compliance with local accounting standards and tax regulations.
  • Setup workflows and automations to streamline finance processes.
  • Lead and execute the migration of financial data from Tally to Zoho Books.
  • Map and validate data structures to ensure integrity, accuracy, and completeness.

Additionally, you will configure Zoho Suite settings (CRM, Creator, Books) to match unique business rules and operational workflows, develop custom modules, fields, workflows, and blueprints as required by various departments, design and implement custom dashboards and financial reports for real-time insights, work with stakeholders to define KPIs and data visualizations, utilize Zoho Analytics or built-in reporting tools to deliver automated reports and alerts, develop and maintain REST API integrations with third-party systems and internal tools, implement OAuth for secure and scalable authentication between systems, build and support custom integrations with Zoho CRM, Books, Creator, and other external platforms, configure and manage Zoho CRM modules including Leads, Contacts, Deals, and automation workflows, develop custom applications and forms using Zoho Creator, and apply business logic using Deluge.

Required Skills and Qualifications:
  • 3+ years of experience with Zoho platform (CRM, Books, Creator, or other Zoho Apps).
  • Strong command of Zoho Deluge scripting and customization capabilities.
  • Proven experience in financial system implementation, ideally with Zoho Books and data migration from Tally.
  • Hands-on experience with REST APIs, OAuth 2.0, and integrating Zoho with external applications.
  • Strong understanding of SQL databases and data modeling for analytics and reporting.
  • Experience with tools such as Zoho Analytics, Zoho Flow, or equivalent.
  • Ability to gather business requirements and translate them into technical specifications.

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