Zoho Workflow Automation Expert

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

data accuracy

What We’re Looking For

Location : Remote

Type : Full-Time