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 prospects

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 quick-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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