Zoho Specialist – CRM, Projects & Automation

Profit-Tech; United States; Remote; USD 70,000 - 110,000; Full time

Benefits offered by this job

Project-based flexibility

Partnership opportunities

CEO collaboration

Portfolio recognition

Training materials

Job summary

A Profit-Tech está recrutando um Zoho Specialist para colaborar em projetos de transformação digital com foco em pequenas e médias empresas. Você ficará responsável pela configuração, automação e otimização das aplicações Zoho One (CRM, Projects, Books, Flow) para resultados práticos.

O papel envolve implementação de módulos Zoho CRM, criação de fluxos, integração com Zoho Projects e Books, onboarding de clientes e documentação de processos.

Qualifications

• 2–5 anos de experiência no ecossistema Zoho One.
• Experiência comprovada com personalização e automação de CRM.
• Familiaridade com Deluge scripting e automação de Blueprint.
• Conhecimento básico de Zoho Projects e Zoho Books.
• Excelência em comunicação e capacidade de trabalho remoto.
• Proficiência em Português ou Inglês.
• Compromisso com prazos e colaboração.

Responsibilities

• Implementar módulos Zoho CRM (Deals, Leads, Pipelines).
• Configurar fluxos de trabalho, blueprints e funções personalizadas (Deluge).
• Integrar Zoho Projects e Books para automação de entrega e finanças.
• Dar suporte à integração de clientes e documentar processos-chave.
• Coordenar com designers e equipe de finanças para propostas de clientes.

Job description

Este é um cargo remoto. We are looking for a skilled Zoho Specialist to collaborate with Profit-Tech on digital transformation projects for small and medium-sized businesses.

The professional will work on the configuration, automation, and optimization of Zoho One applications — mainly CRM, Projects, Books, and Flow — ensuring practical results and process efficiency.

The role includes:

• Implementing and customizing Zoho CRM modules (Deals, Leads, Pipelines)


• Setting up workflows, blueprints, and custom functions (Deluge)


• Integrating Zoho Projects and Books for delivery and finance automation


• Supporting client onboarding and documenting key processes


• Coordinating with designers and finance team for client proposals

Requirements

• 2–5 years of experience in Zoho One ecosystem


• Proven experience with CRM customization and automation


• Familiarity with Deluge scripting and Blueprint automation


• Basic understanding of project and finance modules (Zoho Projects, Books)


• Strong communication skills and ability to work remotely


• Portuguese or English proficiency


• Commitment to deadlines and collaboration

Benefits

• Project-based flexible collaboration


• Long-term partnership opportunities with Profit-Tech


• Work directly with the CEO on strategic implementations


• Recognition and inclusion in Profit-Tech ’s partner portfolio


• Access to training materials and internal methodology

Originally posted on Himalayas