Zoho Implementation Consultant

Mason & Co; Polska; Hybrid; PLN 248,000 - 332,000; Full time

Job summary

Mason & Co IT Consultancy LTD is seeking a Zoho Implementation Consultant to turn business requirements into practical, well-connected Zoho solutions for clients. This fully remote, permanent role centers on discovery through go-live, with a focus on Zoho CRM and related apps.

You will conduct workshops, map processes, configure workflows and data migrations, and collaborate with developers on integrations while delivering training and ongoing support.

Qualifications

• Practical experience implementing Zoho CRM and Zoho applications.
• Experience taking software implementations from discovery through go-live.
• Strong requirements gathering, process mapping and stakeholder communication.
• Confident configuring workflows, permissions, layouts and reports.
• Experience supporting data migration and validating migrated records.
• Able to explain technical concepts to non-technical users.
• Structured approach to testing, documentation and delivery.
• Ability to manage competing priorities in a remote environment.

Responsibilities

• Run discovery workshops to understand client objectives, processes and challenges.
• Translate requirements into process maps, solution designs and implementation plans.
• Configure Zoho CRM and other Zoho One applications, including layouts, permissions, workflows and reporting.
• Plan and support data migration, including field mapping, cleansing and validation.
• Work with developers on integrations and custom functionality where needed.
• Coordinate testing and support users through UAT.
• Deliver training, documentation and practical guidance for users.
• Support go-live, resolve implementation issues and identify improvement opportunities.
• Communicate progress, dependencies and risks clearly throughout delivery.

Skills

Zoho CRM

Zoho apps

Discovery to go-live

Requirements gathering

Process mapping

Stakeholder comms

Workflows configuration

Permissions configuration

Layouts & reports

Data migration

Data validation

Explain technical concepts

Testing & documentation

Remote work independence

Tools

Zoho Creator

Zoho Flow

Zoho Analytics

Deluge

APIs

Job description

Mason & Co IT Consultancy LTD | Full time

Mason & Co IT Consultancy helps organisations connect their systems, improve everyday operations and put AI to practical use.

We’re looking for a Zoho Implementation Consultant to help clients turn their business requirements into practical, well-connected solutions across the Zoho platform.

You’ll work with clients from initial discovery through configuration, testing, training and go-live. You’ll focus on understanding how their business operates, making effective use of native Zoho features and helping people adopt the resulting solutions.

This is a permanent, full-time, fully remote role with a salary of £55,000 per annum.

Your responsibilities will include:

• Run discovery workshops to understand client objectives, processes and operational challenges.
  
• Translate requirements into clear process maps, solution designs and implementation plans.
  
• Configure Zoho CRM and other Zoho One applications, including layouts, permissions, workflows and reporting.
  
• Plan and support data migration, including field mapping, cleansing and validation.
  
• Work with developers on integrations and custom functionality where native features do not meet an agreed requirement.
  
• Coordinate testing and support clients through user acceptance testing.
  
• Deliver training, documentation and practical guidance for users and administrators.
  
• Support go-live, resolve implementation issues and identify opportunities for improvement.
  
• Communicate progress, dependencies and risks clearly throughout delivery.
  

Requirements

• Practical experience implementing Zoho CRM and other Zoho applications.
  
• Experience taking business software implementations from discovery through to go-live.
  
• Strong requirements gathering, process mapping and stakeholder communication skills.
  
• Confidence configuring workflows, permissions, layouts and reports.
  
• Experience supporting data migration and validating migrated records.
  
• Ability to explain technical concepts clearly to non-technical users.
  
• A structured approach to testing, documentation and delivery.
  
• Ability to manage competing priorities and work independently in a remote environment.
  

Experience with Zoho Creator, Zoho Flow, Zoho Analytics, Deluge or API integrations would be useful. Relevant Zoho certifications are welcome but are not essential where you can demonstrate equivalent practical experience.

• Fully remote working.
  
• Varied client projects across business systems, integrations and automation.
  
• The opportunity to influence practical solutions from discovery through to adoption.