Junior Associate - CRM Implementation

Zohorecruit; New Delhi; On-site; INR 450,000 - 660,000; Full time

Job summary

Interloop is seeking a Junior Associate Consultant - CRM to join our implementation team and tailor Zoho CRM and Zoho One for client organizations. You will translate sales processes into modules, pipelines, and automation, test rigorously, and document configurations so clients can operate independently after go-live.

You will participate in requirement gathering, process understanding, and automation/integrations work, ensuring clear communication with clients and internal teams.

Qualifications

• Experience in CRM implementation or client-facing roles (0–2 years).
• Willingness to travel across India and internationally for client engagements.
• MBA/PGDM or BCA/MCA background relevant to role.

Responsibilities

• Implement Zoho CRM and Zoho One solutions for client organizations.
• Configure modules, fields, layouts, profiles, roles, permissions, and views.
• Help design sales processes, pipelines, and business workflows.
• Support data migration — cleaning, mapping, and validating client data before go-live.
• Sit in client meetings and requirement-gathering sessions.
• Map how the client’s business runs today and identify automation opportunities.
• Convert business requirements into CRM configurations and document process flows.
• Communicate requirements and solutions clearly to clients and internal teams.
• Configure Workflow Rules, Blueprint, Approvals, Validation Rules, and Assignment Rules.
• Set up email notifications, templates, and webhooks.
• Support integrations between Zoho CRM, other Zoho apps, and third-party platforms.
• Run functional testing on configurations and support UAT.

Skills

CRM platforms

CRM fundamentals

Business automation

AI & MCP tools

Analytical thinking

Data comfort

Technical curiosity

Communication

Education

MBA/PGDM

BCA/MCA

Final-year students eligible

Tools

Deluge scripting

APIs & webhooks

Zoho ecosystem

Job description

Interloop is a People, Process, andTechnology consulting firm with offices in India and the UAE. For sevenconsecutive years, we've grown profitably while helping startups, SMBs, andmid-market enterprises align how they hire, sell, and scale. We're a leadingZoho Partner — and now evolving from a services firm into a product-ledorganisation building proprietary solutions that scale.

About the role

A CRM is only as good as the sales processbehind it. As a Junior Associate Consultant - CRM, you'll work with ourimplementation team to put Zoho CRM and Zoho One to work for clientorganizations - understanding how their sales teams operate, converting thatinto modules, pipelines, and automation, testing it until it holds, anddocumenting it so the client can run it without us. Requirement gathering,configuration, automation, UAT, training. You'll touch every stage of theimplementation, and understand the business problem behind each one.

This role is for you if:

• You want to understand how abusiness sells - not just which buttons the software has
• You like turning a messy,verbal process into a clean system that runs on its own
• You'd rather ask the clarifyingquestion in the room than guess at your desk
• You're drawn to both sides ofthe work - the consulting conversation and the hands-on build

What you'll do

CRM Implementation & Consulting

• Implement Zoho CRM and Zoho Onesolutions for client organizations
• Configure modules, fields,layouts, profiles, roles, permissions, and views
• Help design sales processes,pipelines, and business workflows
• Support data migration —cleaning, mapping, and validating client data before go-live

Requirement Gathering & Process Understanding

• Sit in client meetings andrequirement-gathering sessions
• Map how the client's businessruns today and identify where automation earns its place
• Convert business requirementsinto CRM configurations - and document process flows, requirement documents,and implementation notes
• Communicate requirements andsolutions clearly to clients and internal teams

Automation & Integrations

• Configure Workflow Rules,Blueprint, Approval Processes, Validation Rules, and Assignment Rules
• Set up email notifications,templates, and webhooks
• Support integrations betweenZoho CRM, other Zoho applications, and third-party platforms

Testing & UAT

• Run functional testing on everyconfiguration before it reaches the client
• Support clients through UserAcceptance Testing (UAT)
• Identify, document, andtroubleshoot issues until the build meets approved requirements

Client Support & Documentation

• Provide product andconfiguration support to clients, and coordinate internally to resolve theirconcerns
• Write user guides, trainingdocuments, and SOPs the client keeps using after we leave
• Maintain requirement trackersand issue logs; document every configuration and customization for the nextconsultant

Who we're looking for

Experience

• 0–2 years in CRMimplementation, business operations, or a client-facing role - freshers with agenuine interest in CRM, process automation, and Zoho are welcome
• Open to travel across India andinternationally for client engagements when required

Education

• Management track: MBA / PGDM - Sales& Marketing, Operations, HR, or a related specialization
• Tech track: BCA / MCA
• Final-year students eligiblefor campus placement can apply

Skills

• CRM platforms - Zoho CRM isgood to have; hands-on experience with any other CRM tool counts equally
• CRM fundamentals - understandssales processes, and how modules, fields, layouts, workflows, reports, anddashboards structure them
• Business automation - understands how manual, repetitive work becomes rule-based workflows,approvals, and triggers, and where automation adds value
• AI & MCP tools - comfortable using AI assistants and MCP (Model Context Protocol) tools inday-to-day work: research, documentation, configuration, and testing
• Analytical thinking - breaks abusiness requirement into data structures and process steps; solves problemsrather than escalating them
• Data comfort - strong Excel /Google Sheets; handles, cleans, and validates data with care
• Technical curiosity - Delugescripting and a working grasp of APIs, webhooks, and integrations are anadvantage
• Communication - clear verbaland written English; professional with clients on calls and over email;documents well

How you work

You understand the business problem beforeyou open the configuration screen. You ask the question in the meeting insteadof guessing after it. You own the tasks assigned to you and close them withoutbeing chased. You follow implementation standards and document as you go, notafter. You pay attention to detail, manage your own time, and work just as wellalone as in a team. These habits matter more to us at this stage than what youalready know about Zoho. We can teach the rest.

• End-to-end CRM implementationexperience - requirement gathering to UAT to go-live
• Hands-on mastery of Zoho CRMand exposure across the Zoho ecosystem - CRM, HR, projects, and analytics
• Both halves of a consultingcareer: technical configuration and client-facing solution consulting
• Direct client exposure acrossindustries and an India and UAE client base