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About Us
We're a U.S.-based company in the financial services space and a fast-growing, process-driven
team that relies on Zoho as the backbone of our operations. We're building a strong, reliable
technology foundation to support growth and efficiency across the business with a focus on
automated systems that help teams move faster, reduce manual work, and keep data clean
across platforms.We're looking for a Zoho-experienced specialist who excels in systems design
and automation, with a track record of building reliable workflows that support smooth
operations.
About the Role
You'll own the configuration, automation, and integration of our Zoho ecosystem especially
Zoho CRM, Zoho Forms, Zoho Flow, and Deluge-based automations. This is a deep execution
role for someone who can build forms, configure automations, and connect tools through
APIs/webhooks without needing a lot of oversight.
You'll work closely with the team to gather requirements, implement solutions quickly, and keep
the CRM and connected systems running cleanly and efficiently.
What You'll Do
Configure and optimize Zoho CRM modules, layouts, fields, views, roles, and
permissions
Build Zoho Forms and connect them seamlessly to CRM workflows
Create and maintain email automations using Deluge scripts
Develop and manage workflows, blueprints, and validation rules inside Zoho CRM
Build and monitor integrations using Zoho Flow, APIs, and webhooks
Troubleshoot system issues, automation failures, and data sync problems
Improve and document system processes to support scale and team adoption
Proactively recommend automation opportunities that reduce manual work and improve
data accuracy
What We're Looking For
3+ years of hands-on experience with Zoho CRM configuration and administration
Strong Deluge scripting experience, especially for email and workflow automation
Proven ability to build and deploy Zoho Forms and sync with CRM
Solid working knowledge of APIs, webhooks, and Zoho Flow
Experience with Zoho Creator is a major plus and will strengthen your candidacy
Strong problem-solving mindset with attention to detail in system logic and data structure
Clear communicator who can translate requirements into working automations
Self-directed and able to deliver independently in a fast-moving environment
Someone ideally able to work between 4:00 PM 2:00 AM IST
Location: Remote
Type: Full-Time
Job ID: 134698437