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Profit-Tech

Zoho Specialist – CRM, Projects & Automation

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Fully RemoteOperationsUnited States

Salary

Not listed

Posted

4h ago

Source

himalayas

Go

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

Before you apply

  • Confirm scope (HR ops, RevOps, FinOps, etc.)
  • Ask about cross-functional reporting lines
  • Check process maturity vs greenfield expectations

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