Integs Cloud Technologies Pvt.Ltd is a technology consulting firm providing services in SaaS and iPaaS applications and platforms. We are a startup that is rapidly growing and as a part of that, we are continuously looking for new talent who can contribute to our growth.

Common traits that we admire:

- Enjoy the start-up atmosphere and flexibility with shifting priorities.
- Think big, and bring new ideas to the table, regardless of your rank or title.
- Overriding ambition and proactive nature, combined with the ability to inspire others.
- Are results driven— always. Must be willing to do what it takes to make each project or task a success.
- Quick learner. Must know when to listen and when to take charge.
- Obsessive about quality and customer satisfaction.

Zoho Implementation Consultant

Location: Pune
Experience: 2–3 years of relevant Zoho implementation experience
Employment Type: Full-Time
Working Hours: Flexible; willingness to work across US / UK / other international time zones based on project requirements

About the Role

We are looking for an experienced Zoho Implementation Consultant with 2–3 years of relevant implementation experience to join our growing Zoho consulting team.

The candidate will primarily be responsible for customer-facing implementation activities: requirement gathering, solution planning, project coordination, and delivery ownership.

This is a hands-on consulting and project ownership role. The consultant will work directly with customers to understand their business requirements, translate those requirements into explicit and actionable tasks, coordinate with the internal functional/technical team, track execution, review deliverables, and ensure successful project completion.

The ideal candidate should be comfortable leading customer discussions and getting work done through the team, while maintaining ownership of timelines, quality, requirements, and customer expectations.

Key Responsibilities

Customer-Facing Consulting

- Act as the primary consultant for assigned Zoho implementation projects.
- Lead customer discussions, discovery sessions, and requirement-gathering workshops.
- Understand the customer's business model, processes, pain points, and objectives.
- Ask the right questions to uncover detailed business requirements.
- Identify process gaps and opportunities for process improvement.
- Explain Zoho capabilities and recommend appropriate solutions.
- Manage day-to-day communication with customer stakeholders.
- Build strong and professional relationships with customers.

Requirement Gathering & Solution Definition

- Understand and document As-Is and To-Be business processes.
- Translate business requirements into functional requirements and actionable tasks.
- Identify dependencies, assumptions, gaps, and risks.
- Determine whether requirements can be addressed through standard Zoho functionality, configuration, customization, scripting, or integration.
- Work with senior consultants/technical teams on complex solution design.
- Obtain customer confirmation on requirements and proposed solutions.

Project & Team Coordination

- Take ownership of assigned Zoho implementation projects or project workstreams.
- Break customer requirements into clear tasks and assign them to the appropriate internal team members.
- Coordinate with functional consultants, developers, integration consultants, and project managers.
- Explain requirements and expected outcomes clearly to the team.
- Track task progress and proactively follow up on pending activities.
- Identify blockers and dependencies and ensure timely resolution.
- Review completed work before presenting it to the customer.
- Ensure agreed deliverables are completed within the planned timeline.

Implementation & Configuration





- Provide functional leadership across Zoho applications, including Zoho Books, Zoho Expense, Zoho People / Time & Expense, Zoho Procurement, Zoho Projects, Zoho CRM, Zoho Inventory, and Zoho ERP.
- Understand how these applications work individually as well as how they can work together to support end-to-end business processes.

Cross-Product Solutioning

- Understand business processes across Finance, Sales, Procurement, Inventory, Projects, and Expenses.
- Design practical solutions using multiple Zoho applications where required.
- Identify opportunities for automation across Zoho products.
- Understand data flow between applications.
- Coordinate with integration/technical teams for cross-product integrations.
- Ensure the overall solution aligns with the customer's business requirements.

Testing & UAT

- Define functional test scenarios based on customer requirements.
- Coordinate SIT and UAT activities.
- Work with the internal team to resolve identified issues.
- Review fixes and validate functionality before customer demonstration.
- Coordinate customer UAT and capture feedback.
- Track UAT issues through closure.
- Obtain customer acceptance/sign-off for completed requirements.

Customer Demonstrations & Training

- Conduct product demonstrations and solution walkthroughs.
- Demonstrate configured processes to customers.
- Explain system functionality and business process changes.
- Conduct user training sessions where required.
- Prepare user guides and process documentation.
- Support customers during go-live and stabilization.

Documentation

- Prepare and maintain Business Requirement Documents (BRD), Functional Requirement Documents, process flows, solution/design documents, configuration documents, requirement trackers, task trackers, issue/defect trackers, UAT test cases, training materials, meeting minutes, change requests, and customer approvals and sign-offs.

Change & Scope Management

- Identify requirements that fall outside the agreed scope.
- Document and communicate scope changes.
- Coordinate with the project manager for effort estimation and commercial impact.
- Ensure additional work is approved before execution.
- Maintain a transparent change-request tracker.

Post-Go-Live Support

- Support customers during the post-go-live stabilization period.
- Analyze functional issues and coordinate resolution.
- Handle enhancement requests.
- Work with the internal team to resolve application issues.
- Identify recurring issues and recommend process/system improvements.
- Maintain customer satisfaction and long-term engagement.

Core Role Expectation

The consultant will be expected to own the requirement from customer discussion through successful delivery:

- Customer: Business Requirement / Problem
Implementation Consultant: Understand Clarify Document
- Design Solution
Internal Team: Break Down Assign
- Execute
Implementation Consultant: Track Review Test
- Validate
Customer: Demo UAT Feedback
- Approval
- Implementation Consultant: Closure / Sign-off

The expectation is not simply to gather requirements and pass them to the team. The consultant must actively drive execution and ensure that the customer's requirement gets delivered.

Required Skills & Experience

- 2–3 years of relevant experience in Zoho implementation/consulting.
- Solid hands-on knowledge of one or more Zoho applications.




- Good understanding of business processes and ERP/CRM workflows.
- Experience conducting customer-facing requirement discussions.
- Ability to independently gather, analyze, and document requirements.
- Ability to translate business requirements into actionable tasks.
- Strong team coordination and follow-up skills.
- Experience managing implementation activities and customer deliverables.
- Strong communication and presentation skills.
- Valuable analytical and problem-solving ability.
- Strong documentation skills.
- Ability to manage multiple requirements and priorities.
- Willingness to work across different international time zones, particularly US and UK time zones.

Preferred Zoho Product Experience

Experience across multiple Zoho products is preferred, particularly:

- Zoho Books
- Zoho Expense
- Zoho Time / Time & Expense
- Zoho Procurement
- Zoho Projects
- Zoho CRM
- Zoho Inventory
- Zoho ERP

Candidates with experience across multiple products and cross-product implementations will be preferred over candidates with experience limited to a single Zoho application.

Positive to Have

Scripting & Automation

- Basic to intermediate scripting knowledge.
- Experience with Deluge scripting will be highly desirable.
- Understanding of custom functions and workflow automation.
- Ability to understand scripting requirements and coordinate with developers.
- Experience with API-based automation will be an advantage.

Integration

- Understanding of Zoho application integrations.
- Experience with third-party application integrations.
- Basic understanding of REST APIs, webhooks, and data mapping.
- Exposure to integration platforms will be an advantage.

ERP / Business Process

- Accounting and finance process knowledge.
- Understanding of O2C, P2P and R2R processes.
- Procurement and inventory process knowledge.
- CRM and sales process understanding.
- Project and expense management experience.

Key Competencies

- Customer Facing: Confidently lead customer discussions, workshops, demonstrations, and requirement sessions.
- Requirement Understanding: Ability to understand the business problem behind the requirement, not just the requested system functionality.
- Ownership: Take responsibility for requirements and deliverables from initial discussion through customer acceptance.
- Team Leadership & Coordination: Ability to explain requirements clearly, coordinate with internal resources, and get work completed through the team.
- Execution Focus: Strong follow-up discipline with the ability to track multiple tasks, dependencies, and deadlines.
- Problem Solving: Ability to analyze business problems and identify practical Zoho-based solutions.
- Communication: Strong verbal and written communication skills with both customers and internal teams.
- Learning Mindset: Ability and willingness to learn new Zoho applications, features, automation capabilities, and integration technologies.

What Success Looks Like

Within the role, the consultant should be able to:

- Independently lead customer requirement discussions.
- Understand and document business processes.
- Translate requirements into actionable implementation tasks.
- Coordinate effectively with functional and technical team members.
- Drive tasks to completion without continuous management intervention.
- Review and validate the team's work.
- Conduct customer demonstrations and UAT.
- Manage customer expectations and dependencies.
- Identify scope changes and escalate appropriately.
- Successfully drive assigned projects/workstreams through go-live and closure.

Career Growth

Zoho Implementation Consultant Senior Zoho Consultant Lead Consultant / Solution Consultant Zoho Solution Architect / Project Manager

Alternatively, you can e-mail your resume to [email protected]

📌 Zoho Implementation Consultant (Pune)
🏢 Integs Cloud
📍 Pune