Zoho CRM Consultant

Winfomi; Coimbatore District; On-site; INR 600,000 - 900,000; Full time

Job summary

A leading IT services company in Tamil Nadu is seeking a skilled Zoho CRM Consultant to lead consulting, implementation, and customization projects. The ideal candidate will have 2–5 years of experience in Zoho CRM, with strong communication skills and a client-focused approach. This full-time position emphasizes quality delivery and long-term customer value, aligning with the company's culture of innovation and trust.

Qualifications

• 2–5 years of hands-on experience in Zoho CRM implementation.
• Strong knowledge of Zoho One ecosystem and cross-app collaboration.
• Experience in Zoho Creator and Deluge scripting.

Responsibilities

• Engage with clients to understand business needs.
• Propose process improvements and best practices.
• Conduct UAT sessions and training.

Skills

Zoho CRM implementation

Zoho One ecosystem knowledge

Zoho Creator experience

API-based integrations

Client engagement

Job description

We are looking for a skilled Zoho CRM Consultant / Zoho Solutions Specialist who can lead end‑to‑end consulting, implementation, and customization projects across Zoho CRM, Zoho One, and Zoho Creator.

The ideal candidate will understand business processes deeply, propose the right Zoho solutions, and deliver high‑quality implementations aligned with Winfomi’s standards of trust, quality, and long‑term customer value.

Key Responsibilities

Consultation & Requirement Analysis

• Engage with clients to understand business needs and translate them into Zoho solutions.
• Propose process improvements and best practices within the Zoho ecosystem.
• Prepare solution blueprints, effort estimations, and implementation plans.
• Configure modules, layouts, workflows, automations, assignment rules, blueprints.
• Implement validation rules, scoring rules, approval processes, and automation logic.
• Set up integrations within Zoho ecosystem (Zoho Desk, Books, Campaigns, Sign, etc.).
• Build custom apps in Zoho Creator using Deluge scripting.
• Configure Zoho One applications as per business workflows.
• Integrate Zoho apps using APIs, webhooks, and Deluge functions.

Technical Execution

• Create dashboards, reports, and analytics for business insights.
• Build custom functions, widgets, and extensions wherever required.

Client Engagement & Delivery

• Conduct UAT sessions, training, and post‑go‑live support.
• Communicate progress clearly with stakeholders.
• Ensure project delivery with quality, ownership, and customer success mindset.

Required Skills & Experience

• 2–5 years of hands‑on experience in Zoho CRM implementation.
• Strong knowledge of Zoho One ecosystem and cross‑app collaboration.
• Experience in Zoho Creator, Deluge scripting, workflows, and custom apps.
• Good understanding of sales, marketing, support, and operations processes.
• Ability to gather requirements, design solutions, and drive end‑to‑end delivery.
• Experience in API‑based integrations and custom functions.
• Strong communication and client‑handling capabilities.
• Certifications in Zoho (preferred but not mandatory).

What We Value (Aligned to Winfomi Culture)

• Honesty, humility, and a strong sense of ownership.
• Loyalty and long‑term mindset.
• Empathy and clear communication with clients.
• Alignment to Winfomi’s culture of trust, innovation, and customer success.

Seniority Level

• Mid‑Senior level

Employment Type

• Full‑time

Job Function

• Consulting, Information Technology, and Sales

Industries

• IT Services and IT Consulting

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