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Zoho Specialist – CRM, Projects & Automation

Profit-Tech

RemoteUnited StatesmidContractor
Posted
4 weeks ago
Source
Himalayas

Skills

CommunicationOnboardingCRM

Description

Este é um cargo remoto. We are looking for a skilled **Zoho Specialist** to collaborate with Profit-Tech on digital transformation projects for small and medium-sized businesses. The professional will work on the configuration, automation, and optimization of Zoho One applications — mainly CRM, Projects, Books, and Flow — ensuring practical results and process efficiency. The role includes: - Implementing and customizing Zoho CRM modules (Deals, Leads, Pipelines) - Setting up workflows, blueprints, and custom functions (Deluge) - Integrating Zoho Projects and Books for delivery and finance automation - Supporting client onboarding and documenting key processes - Coordinating with designers and finance team for client proposals Requirements - 2–5 years of experience in Zoho One ecosystem - Proven experience with CRM customization and automation - Familiarity with Deluge scripting and Blueprint automation - Basic understanding of project and finance modules (Zoho Projects, Books) - Strong communication skills and ability to work remotely - Portuguese or English proficiency - Commitment to deadlines and collaboration Benefits - Project-based flexible collaboration - Long-term partnership opportunities with Profit-Tech - Work directly with the CEO on strategic implementations - Recognition and inclusion in Profit-Tech’s partner portfolio - Access to training materials and internal methodology Originally posted on Himalayas

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