Zoho Implementation Executive

Job Description: Zoho Implementation Executive

About Srisattva Group:

Srisattva Group is a leading player and expert in Accounting & ERP Implementation- committed to delivering excellence and innovation in our offerings. We believe in empowering businesses through smart technology solutions, and as part of our growing IT team, you’ll have the opportunity to work with cutting-edge technologies like Zoho to drive transformative results for our clients.

Job Overview:

We are looking for a highly motivated and skilled Zoho Implementation Executive with 2 to 5 years of hands-on experience in implementing Zoho applications for businesses. As a Zoho Implementation Executive, you will work closely with clients to understand their requirements and ensure seamless integration, configuration, and deployment of Zoho products.

Key Responsibilities:

• Implementation & Integration:
  
• Lead the implementation of Zoho CRM and other Zoho applications for clients, including configuration, customization, and integration with third-party tools.
  
• Ensure smooth integration of Zoho with other business systems and tools, including ERPs, websites, and databases.
  
• Provide technical solutions based on client requirements and business processes.
  
• Customization & Configuration:
  
• Customize Zoho CRM, Zoho Projects, Zoho Books, Zoho Analytics, and other Zoho products as per client needs.
  
• Perform system configuration, workflow automation, and data migration.
  
• Set up custom modules, fields, reports, dashboards, and user permissions.
  
• Client Interaction:
  
• Engage with clients to understand their business requirements and translate them into functional Zoho solutions.
  
• Provide training to end-users and client teams on Zoho applications and best practices.
  
• Offer continuous support and troubleshooting for clients post-implementation.
  
• Testing & Quality Assurance:
  
• Perform thorough testing of Zoho implementations, ensuring that all functionalities and integrations are working as expected.
  
• Identify and resolve technical issues in a timely manner to ensure minimal disruption for clients.
  
• Documentation & Reporting:
  
• Document all aspects of the implementation process, including configuration steps, customizations, and client requirements.
  
• Provide regular progress reports to the project manager and stakeholders.
  
• Continuous Learning:
  
• Stay up to date with the latest Zoho product updates, features, and industry best practices.
  
• Continuously improve implementation strategies and contribute to the overall development of the Zoho practice within the organization.
  

Skills & Qualifications:

• Experience:
  
• 2 to 5 years of hands-on experience in implementing and configuring Zoho applications, particularly Zoho CRM, Zoho Books, Zoho Projects, Zoho Analytics, and Zoho Creator etc.,
  
• Proven track record of managing end-to-end Zoho implementation projects.
  
• Technical Skills:
  
• Strong understanding of Zoho CRM features, customization, and automation.
  
• Must have ability to giving training in Virtual Mode like MS Teams, Zoho, Google Meet, Zoom call etc.,
  
• Experience with Zoho integrations, API, and webhooks.
  
• Knowledge of Zoho’s reporting and dashboard functionalities.
  
• Familiarity with scripting in Zoho Deluge for custom workflows.
  
• Client-Facing Skills:
  
• Strong communication and interpersonal skills to interact with clients and internal teams effectively.
  
• Ability to gather business requirements and translate them into functional solutions.
  
• Ability to train and support clients post-implementation.
  
• Problem-Solving Skills:
  
• Strong troubleshooting skills and attention to detail.
  
• Ability to address and resolve technical issues in a timely manner.
  
• Educational Requirements:
  
• Bachelor’s degree in Computer Science, Information Technology, Business Administration, or a related field.
  
• Certifications (Preferred):
  
• Zoho Certified Consultant (CRM, Books, or other Zoho products).
  
• Any relevant certifications in cloud technologies or project management (e.g., PMP, Agile).
  

Desired Attributes:

• Excellent time management skills with the ability to work under tight deadlines.
  
• A proactive approach to learning new tools and technology.
  
• Ability to work independently and in a team-oriented environment.
  
• Always in the Top of WA, Mail and Calls from Clients and update the Status
  

Why Join Us:

• Work in a dynamic and collaborative environment.
  
• Opportunity for growth and career advancement.
  
• Exposure to a variety of client projects across different industries.
  
• Competitive compensation and benefits.