Associate – Zoho

Experience - 3 to 5 Years

Location : GIFT CITY, Gandhinagar

Qualification : B.Tech or B.E, B.C.A prior to M.C.A

Shift :

06 : 30 PM to 03 : 30 PM

Requirements

Should has three years relevant experience.

Strong problem-solving skills and attention to detail.

Excellent communication and collaboration skills.

Experience in CRM Setup & Sales Pipeline Management.

Experience in Sales Performance Tracking.

Experience in setup Project Tracking & Management.

Act as the primary support resource for CRM Training & Onboarding.

Experience in Platform Optimization & Best Practices.

Responsibilities

1. CRM Setup & Sales Pipeline Management

Customize the Zoho CRM to reflect client’s unique sales process.

Configure lead management, deal stages, and pipeline flows.

Streamline conversion mapping and remove redundant stages.

Align pipeline design with sales forecasting and reporting needs.

Collaborate with sales leadership to ensure CRM supports team goals.

2. Sales Performance Tracking

Build and maintain real-time dashboards using Zoho Analytics.

Track and report on KPIs including conversion rates, revenue, and team performance.

Support sales forecasting efforts and develop visual reports to guide strategic decisions.

Identify performance gaps and recommend data-driven improvements.

3. Project Tracking & Management

Set up and manage Zoho Projects for cross-functional teams.

Create and maintain task timelines, calendar views, dependencies, and milestones.

Ensure project visibility and accountability across departments.

Support task assignment, permissions management, and timesheet logging.

4. CRM Training & Onboarding

Deliver structured training sessions for new CRM admins and consultants.

Create user guides and onboarding materials using beginner-friendly tutorials and Zoho documentation.

Ensure smooth transition for new users into the Zoho environment.

Act as the primary support resource for CRM-related queries and guidance.

5. Platform Optimization & Best Practices

Recommend and implement best practices for using Zoho CRM and Zoho Projects.

Stay up to date with new Zoho features and functionalities.

Offer continuous improvements to support process automation and reporting efficiency.