This role is designed for a highly organized, client-oriented professional with strong expertise in Zoho CRM and related applications. As a Zoho Account Manager, you will serve as the primary point of contact for clients, leading discovery, implementation, and post-launch optimization. You will be responsible for translating business needs into system workflows, managing project execution in Zoho, and maintaining high-touch client relationships. The role is split between Client-Facing & Project Execution (60%) and Client Outreach & Relationship Management (40%). Success in this role requires strong communication, task management, and solution design capabilities across the Zoho ecosystem.
Key Responsibilities
1. Client-Facing Implementation & Project Management (60%)
- Lead client kickoff calls to gather requirements, diagnose CRM pain points, and propose Zoho-based solutions.
- Translate client goals into structured project plans, roadmap, workflows, and automations within Zoho CRM, Zoho Projects, Zoho Creator, Zoho Flow, and related apps.
- Create, manage, and assign tasks using project management tools (e.g., Zoho Projects, Zoho Sprints) ensuring timely delivery and documentation.
- Build, test, and implement automation rules, blueprints, and custom functions using Deluge scripting.
- Oversee data integrity, custom reporting dashboards, and pipeline optimization in CRM.
- Collaborate cross-functionally with internal teams and developers to ensure quality and alignment across all deliverables.
- Produce clear task documentation, SOPs, and screen-recorded walkthroughs to support client onboarding and internal handovers.
2. Client Outreach & Relationship Management (40%)
- Maintain proactive communication with clients to ensure satisfaction, adoption, and upsell opportunities.
- Conduct regular check-ins, performance reviews, and strategic planning sessions with clients to assess CRM ROI and feature utilization.
- Identify expansion or optimization opportunities within client accounts (e.g., introducing additional Zoho apps or automation).
- Support training delivery through live demos, video tutorials, and help documentation tailored to each client’s use case.
- Ensure timely feedback collection and follow-through on any support tickets or implementation updates.
Skills & Qualifications
- 2–4 years of experience in Zoho CRM administration, implementation, or account management
- Strong working knowledge of Zoho One ecosystem: CRM, Campaigns, Flow, Projects, Creator, Analytics, and Desk
- Comfortable with Deluge scripting, webhooks, and basic API integrations
- Excellent verbal and written communication skills — able to translate technical solutions into simple, business-focused language
- Strong project management and client communication skills, with the ability to juggle multiple implementations and client accounts
- Experience creating Loom-style screen recordings, SOPs, and task documentation
- Self-motivated, deadline-driven, and process-oriented
This is a 100% Remote Work
Up to $8/hr
Full time
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