Zoho CRM Specialist - Zoho (Remote)
RemoteUnited States
Job Summary
Assess existing Zoho CRM configurations, redesign workflows, lead management, and reporting structures to match business operations. Advise stakeholders on native Zoho approaches versus custom development, build operational dashboards, and guide teams through structural changes with documentation and training. Support integrations using REST APIs, webhooks, and middleware, writing Deluge scripts where native features fall short while collaborating on data flow and authentication. Partner with engineering leads to deliver production-ready solutions, clearly explaining configuration trade-offs to technical and non-technical audiences. Own deliverables independently in a remote, contract-based engagement of 10–20 hours per week.
Required Qualifications
- Hands-on experience administering and improving existing Zoho CRM instances, not just net-new implementations
- Deep knowledge of Zoho CRM configuration: modules, blueprints, workflow rules, automation, and role/profile security
- Solid understanding of CRM process design, lead-to-close workflows, pipeline management, and reporting
- Experience making structural changes on live systems with real users and real data, including rollback planning and change communication
- Experience with Zoho CRM's REST APIs and webhooks
- Working knowledge of Deluge scripting for custom functions and automation
- Experience connecting Zoho to external systems via middleware (n8n, Zoho Flow, Make, Zapier) or direct API integration
- Independent, self-managed, and comfortable owning deliverables in a fast-paced environment
- Able to gather requirements directly from client stakeholders and turn them into a working configuration
Desired Qualifications
- Broader Zoho One ecosystem experience (Zoho Books, Desk, Campaigns, Analytics, Creator)
- Zoho certification (Zoho CRM Certified Consultant/Administrator)
- Familiarity with JavaScript, Python, or TypeScript for integration work
- Experience with automation platforms like n8n and AI-assisted workflows
- Experience migrating clients from other CRMs (Salesforce, HubSpot, Pipedrive) into Zoho
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