Zoho Consultant

Overview

Hiring a Zoho Consultant to lead and execute the Zoho CRM implementation and integration program, partnering with an internal senior development team.

Duration
: 2 months - full-time hours, chance client will request ongoing long-term consulting support on a part-time basis

Location
: 100% remote in US only

Rate
: $80-95/hr W2

Build scalable integrations, workflows, and analytics; provide ongoing support/ownership.

• Configure core CRM foundation: roles/titles/ownership structure and visibility rules.
• Define and implement Lead Status lifecycle and disqualification controls (lost reason/notes).
• Build Blueprints/Workflows including call outcome transition buttons (Positive/Neutral/Negative/No Response) and downstream task automation.
• Design and implement integrations/APIs between Zoho CRM and internal Sales Portal plus key external systems (Apollo, Plan Hub, Building Connected, Linked In Sales Navigator, enrichment tools).
• Ensure actions in the Sales Portal (e.g., job sites/carts) are mirrored into Zoho CRM with reliable, automated sync.
• Build analytics/reporting dashboards for CEO, CRO, Sales Managers, Rev Ops, and Data.
• Support data enrichment, scorecards, and monitoring of bots/integrations to maintain data quality.
• Partner with the Finance lead on the future Gusto. Zoho finance/accounting migration strategy (legacy data separation).
• Deliver documentation and handoff materials (blueprint diagrams, workflow logic, field/report definitions, admin guide).

• Hands‑on Zoho CRM implementer with strong Blueprint/Workflow automation and integration experience.
• Comfortable partnering with senior developers and owning requirements through delivery and documentation.
• 5+ years implementing/administering Zoho CRM (or equivalent CRM with a strong Zoho track record)
• Zoho Blueprints, Workflows, validation rules, and custom module/field design
• API/integration experience (REST, webhooks);
  Zoho Deluge/Zoho Functions
• Reporting/dashboard build; data mapping, duplication, and quality controls
• Zoho Analytics/Zoho Creator

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact

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By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application.

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