Account Manager; Zoho CRM Specialist

About the Role

Our client is seeking a highly organized, client-focused Account Manager with deep expertise in the Zoho One ecosystem. In this role, you’ll be the trusted advisor for clients — leading discovery, implementation, and optimization of Zoho CRM and related applications. You’ll translate business needs into workflows, manage project execution, and build lasting client relationships.

This position blends Client-Facing Implementation & Project Management (60%) with Client Outreach & Relationship Management (40%). If you thrive on solving CRM challenges and enjoy working directly with clients, this is the role for you.

What You’ll Do

• Lead client kickoff calls, gather requirements, and design Zoho-based solutions

• Build workflows, automations, and custom functions (Deluge scripting) across Zoho CRM, Projects, Creator, Flow, and more

• Manage tasks and timelines in Zoho Projects/Sprints, ensuring smooth delivery

• Maintain CRM data integrity, reporting dashboards, and pipeline optimization

• Collaborate with developers and internal teams to deliver high-quality solutions

• Provide training via live demos, tutorials, and tailored documentation

• Conduct regular client check-ins, performance reviews, and strategic planning sessions

• Identify upsell opportunities and expand client accounts with additional Zoho apps

What We’re Looking For

• 2–4 years of experience in Zoho CRM administration, implementation, or account management

• Strong knowledge of Zoho One ecosystem: CRM, Campaigns, Flow, Projects, Creator, Analytics, Desk

• Proficiency with Deluge scripting, webhooks, and basic API integrations

• Excellent communication skills — able to simplify technical solutions for business users

• Strong project management skills with the ability to juggle multiple accounts

• Experience creating SOPs, Loom-style recordings, and documentation

• Self-motivated, deadline-driven, and process-oriented

Why Join?

• Work directly with diverse clients to shape their CRM success

• Be part of a collaborative, growth-focused team

• Opportunity to expand your expertise across the Zoho ecosystem

• Competitive compensation and career growth potential