Role and Responsibilities

Presales:

- Collaborate with the sales team to understand the requirements of potential customers

- Liaise with the product team to create live Demos as per prospects' business requirements

- Conduct a Successful demo of the proposed solution

Post Sales:

- Conduct detailed requirements-gathering sessions with the client and identify opportunities for automation, process optimization, and efficiency gains using Zoho applications.

- Analyze and document the business processes, workflows, and all other requirements to identify areas for improvement.

- Create a detailed Functional Solution Document (FSD) and take sign-off from internal stakeholders as well as the client.

- Configure, customize and optimize Zoho applications, such as Zoho CRM, Zoho Desk, Zoho People, Zoho Projects, etc.

- Work closely with development teams to design and develop customizations and integrations within the Zoho ecosystem.

- Conduct system testing, including creating test cases, executing tests, and documenting results.

- Monitor and maintain the integrity and quality of data within Zoho applications.

- Provide training and support to end-users on Zoho applications,



ensuring effective adoption and utilization.

- Stay updated with the latest Zoho features, functionalities, and best practices to drive continuous improvement and innovation.

- Assist in the implementation of new Zoho applications and upgrades, including data migration and system configurations.

Others:

- Work with the sales team to standardize service offerings

- Analyze internal processes to identify optimization opportunities

Requirements

Preferred Skills

- Analytical Problem-Solving & critical thinking capabilities

- Interpersonal and consultative skills

- Oral and written communication proficiency

- Must have SAAS Knowledge (Preferred Zoho)

- Ability to work independently and manage multiple tasks in a agile and fast-paced environment.

- Certification in Zoho applications (such as Zoho CRM Administrator Certification) is a plus.

- Proficiency in data analysis and reporting using Zoho Analytics or other BI tools.

Qualifications and Education Requirements

- Bachelor's degree in Business Administration, Computer Science, MBA or a related field.

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