Job description
System Configuration: Assist in setting up Zoho CRM modules, custom layouts, fields, and validation rules based on client requirements. Workflow Automation: Help design and implement automation tools such as Blueprints, Workflows, and Schedules to reduce manual data entry. Data Migration: Use Excel and migration tools to clean, map, and import data from legacy systems into Zoho.
Low-Code Development: Learn and apply basic Deluge scripting (Zoho’s language) to create custom functions and integrations. Requirement Gathering: Attend discovery meetings with customers to document business processes and pain points. Testing & QA: Perform "User Acceptance Testing" (UAT) to ensure the configured system works as intended before the client goes live.
Training & Support: Help create user manuals, record walkthrough videos, and provide basic technical support to end-users.
Requirements
Basic knowledge of CRM systems (Zoho is a plus). Familiarity with system configuration and workflow automation. Good Excel skills for data cleaning and migration. Interest in low-code tools and Deluge scripting. Ability to gather requirements and document processes. Basic understanding of UAT and testing. Good communication skills and willingness to learn. Good English skills.