Zoho Books Implementation Expert

Job Description – Zoho Books Implementation Expert Company: Dream. Firm Location: Mumbai / Remote / Hybrid Employment Type: Full-Time Experience Required: 2–5 Years Department: Consulting & Automation About Dream. Firm Dream. Firm is a modern finance and business consulting firm helping startups, SMEs, agencies, gyms, travel companies, and growing businesses streamline their finance operations through automation, compliance, and strategic advisory.

We specialise in: Zoho Finance Suite Implementations CFO & Virtual Finance Services Business Process Automation Financial Reporting & MIS Compliance & Tax Advisory If spreadsheets excite you more than Netflix recommendations, this role might be your natural habitat. Role Overview We are looking for a highly practical and client-facing Zoho Books Implementation Expert who can independently manage end-to-end implementation projects for clients across industries.

The ideal candidate should understand: Accounting workflows Business operations Automation logic Client communication Zoho ecosystem integrations This is not a “data entry accountant” role. This is a “build finance systems that actually work” role.

Key Responsibilities

Zoho Books Implementation Configure and implement Zoho Books for clients Create and optimize: Chart of Accounts GST/TDS setups Invoice workflows Approval systems Vendor & customer modules Banking workflows MIS structures Handle migration from: Tally Excel Busy Other accounting platforms Automation & Integrations Implement workflow automations inside Zoho ecosystem Integrate with: Zoho CRM Zoho Expense Zoho Inventory Payment gateways Banking systems Third-party tools Coordinate with developers for custom API integrations when required Client Consulting Understand client business operations Conduct requirement gathering sessions Suggest best-practice workflows Train client teams post implementation Provide implementation documentation and SOPs Support & Optimization Troubleshoot operational issues Improve accounting workflows Recommend automation opportunities Assist in process standardisation across industries Requirements Required Skills Technical Skills Strong working knowledge of: Zoho Books GST & TDS accounting Bank reconciliation MIS reporting Workflow automation Understanding of: APIs & integrations Business process mapping Accounting fundamentals Preferred Skills Experience with: Zoho Creator Zoho Flow Zoho Analytics Deluge scripting Prior implementation consulting experience Experience handling multiple clients simultaneously Soft Skills Strong communication skills Client handling capability Problem-solving mindset Ownership mentality Ability to explain finance in simple language Qualification B.

Com / M.Com / MBA Finance / CA Inter / Semi-qualified CA preferred Zoho Certifications are a big advantage Experience in accounting or consulting firms preferred KPIs / Success Metrics Successful go-live completion Client satisfaction scores Automation implemented Reduction in manual processes Accuracy of financial workflows Timely project delivery Benefits Why Join Dream.

Firm? Opportunity to work directly with founders and growing businesses Exposure to multiple industries Fast learning environment High ownership role Opportunity to grow into: Automation Consultant Finance Systems Architect Project Lead Virtual CFO Operations Budgeted Remuneration: ₹6–9 LPA Fixed PLUS: Implementation incentives Client retention bonus Certification bonus Revenue-linked performance incentives That structure attracts people who want growth instead of just attendance punching.

Share your resume on teamhr@dreamfirm.in Queries :89769 53329