Zoho CRM Specialist

ATMS; Thane; On-site; INR 400,000 - 600,000; Full time

Job summary

A leading Chartered Accountancy firm in Thane is seeking an experienced Accountant to handle day-to-day financial operations. The ideal candidate will have 3-4 years of accounting experience and proficiency in Zoho CRM, ensuring effective management of customer data and financial records. Responsibilities include maintaining financial records, preparing reports, and supporting audit activities.

Qualifications

• 3-4 years of accounting experience.
• Hands-on experience with Zoho CRM for managing customer and sales data.
• Strong understanding of financial reporting.

Responsibilities

• Maintain accurate financial records including accounts payable and receivable.
• Reconcile bank statements, ledgers, and financial reports.
• Collaborate with the sales team to align financial data with customer information.

Skills

Accounting principles

Zoho CRM

MS Excel

Analytical skills

Communication skills

Education

Bachelor’s degree in Accounting, Finance, or related field

Tools

Zoho CRM

Zoho Books

Zoho Inventory

Job description

About Us

M/s ATMS & Co. LLP is a leading Chartered Accountancy firm based in Thane, Maharashtra. With over a decade of professional excellence, we specialize in delivering comprehensive solutions in Audit & Assurance, Taxation, Accounting, and Regulatory Compliance. We are committed to delivering value‑driven advisory services that support long‑term business growth and compliance for our clients across sectors.

Job Summary

We are looking for a skilled Accountant with 3-4 years of professional experience and working knowledge of Zoho CRM. The candidate will manage day‑to‑day accounting operations while supporting sales and customer data management through Zoho CRM to ensure accurate financial tracking and seamless integration between accounting and sales teams.

Requirements

• Location: Thane Wagle estate
• Experience: 3-4 years
• Qualification: B.COM, M.COM, BAF MBA Finance

Key Responsibilities

• Maintain accurate financial records including accounts payable and receivable.
• Reconcile bank statements, ledgers, and financial reports.
• Collaborate with the sales team to align financial data with customer information in Zoho CRM.
• Monitor and track sales transactions, invoicing, and collections using Zoho CRM data.
• Generate financial and sales reports for management review.
• Assist in budgeting, forecasting, and financial analysis.
• Support audit activities by providing relevant documentation and reports.
• Ensure compliance with tax regulations and timely filing of returns.
• Utilize Zoho CRM to maintain customer billing and payment records.

Required Skills

• Bachelor’s degree in Accounting, Finance, or related field.
• 3-4 years of accounting experience.
• Hands‑on experience with Zoho CRM for managing customer and sales data.
• Strong understanding of accounting principles and financial reporting.
• Proficient in MS Excel and accounting software.
• Good analytical skills and attention to detail.
• Effective communication and collaboration skills.

Preferred

• Experience with other Zoho apps (Zoho Books, Zoho Inventory) is a plus.
• Professional certification (CA Inter, CPA, CMA) is an advantage.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Industry

Business Consulting and Services