Senior Technology Consultant, CRM and Industry Workflows
ServiceNowSalary not specified
Full Time
Senior (5 to 8 years), Expert & Leadership (9+ years)
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Biotechnology, Business ServicesIndustries
Requirements
The ideal candidate will possess proven expertise in the Zoho One ecosystem, including CRM, Creator, and Books. A strong background in workflow automation, CRM customization, and integrations is essential, along with familiarity with AI tools like Zoho Zia, chatbots, and AI-driven workflows. Strong problem-solving, analytical, and documentation skills are required, and experience with reporting, dashboards, and client portal development is preferred.
Responsibilities
The Zoho One CRM & Automation Specialist will be responsible for auditing and cleaning existing data in Zoho CRM, including deduplicating and standardizing contacts, accounts, and deals. They will design and implement automated workflows within Zoho CRM to streamline processes and reduce manual input. Additionally, they will build customized dashboards for real-time KPI visibility, develop branded customer portals for clients, and utilize Zoho AI features and integrations to create a seamless and scalable platform.
Skills
Zoho One
Zoho CRM
Zoho Creator
Zoho Books
Workflow Automation
CRM Customization
Data Management
Data Hygiene
Reporting
Dashboard Creation
Customer Portals
AI Tools
Zoho Zia
Zoho Chatbots
Zoho AI Workflows
Integrations
Remote
Global employment platform for payroll management
About Remote
Remote.com is a global employment platform that helps businesses hire, manage, and pay employees in various countries. It simplifies international human resources tasks such as compliance, payroll, and benefits management, allowing companies to focus on their core operations. Remote.com stands out by prioritizing data security with ISO27001 certification and SOC 2 compliance, while offering a flexible pricing model that reduces manual work. The company's goal is to provide a comprehensive solution for efficiently managing international talent.
San Francisco, CaliforniaHeadquarters
2019Year Founded
$482.5MTotal Funding
SERIES_CCompany Stage
Consulting, CybersecurityIndustries
5,001-10,000Employees
Benefits
Remote Work Options
Unlimited Paid Time Off
Flexible Work Hours
Paid Parental Leave
Mental Health Support
Stock Options
Professional Development Budget
Home Office Stipend
Company Social Events
Risks
AI-powered HR platforms like Borderless AI could threaten Remote's market share.
Competitors like Deel show rapid growth, indicating a highly competitive market.
Stablecoin payments trend could pose a risk if Remote doesn't adapt quickly.
Differentiation
Remote offers a unified platform for managing global payroll and compliance.
Remote's ISO27001 and SOC 2 certifications ensure high standards of data security.
Remote Global Benefits simplifies multi-country health insurance management with Kota's integration.
Upsides
Remote's stablecoin payments feature addresses demand for flexible international contractor payments.
Remote's entry into Japan expands its reach in high-demand international employment markets.
The global payroll solutions market is projected to reach $10.5 billion by 2030.
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