Zoho Analyst

Job Overview

We are seeking an experienced Zoho CRM Developer / Systems Integrations Architect to design, build, and maintain our Zoho CRM as the central system for our sales, purchasing, vendor management, and financial operations.

This is not a basic configuration or admin role. You will own the technical architecture of the platform — building custom modules, integrating external systems and distributors, automating business processes, ensuring data accuracy, and scaling the system as the company grows.

You will act as both developer and system architect, translating operational requirements into reliable, automated workflows.

CRM Architecture & System Design

Design overall CRM structure and data model

Define best practices for modules, relationships, naming conventions, and scalability

Ensure system performance, stability, and maintainability

Plan for long-term growth and new feature expansion

Custom Development

Develop using Deluge scripting, Zoho APIs, and custom functions

Build and maintain custom modules including:

Vendors

Products/Catalogs

Quotes

Sales Orders

Purchase Orders

RMAs

Vendor Bills

Invoices

Credit Memos

Implement advanced automation using workflows, blueprints, and validation rules

Distributor & Third-Party Integrations

Integrate distributor systems (Ingram Micro, D&H, TD SYNNEX, etc.)

Automate product catalog imports and real-time updates

Sync pricing, availability, and order data

Build and maintain API integrations with external services

Monitor and maintain integration reliability

Financial & Accounting Workflows

Design complete quote-to-cash and procure-to-pay processes

Apply credits and credit memos to customer accounts

Track vendor invoices and purchasing

Configure accounting categories and revenue tracking

Configure tax logic:

US State Tax Rules

Tax exemptions

Canadian eco-fees for hardware

Integrate payment gateways/credit card processing

Integrate with Zoho Books or other accounting systems as needed

Automation & Process Optimization

Create Blueprints to enforce standardized processes

Eliminate manual tasks through automation

Improve operational efficiency and data accuracy

Identify bottlenecks and propose improvements

Reporting & Analytics

Build real-time dashboards and reports for:

Opportunities & pipeline

Quotes & orders

Revenue & margins

Invoicing & collections

Vendor purchasing

Create executive-level KPIs and operational metrics

Data Management & Governance

Maintain clean, normalized, and accurate data

Manage imports, migrations, and duplication

Implement validation rules and data controls

Manage backups and system integrity

Security & Permissions

Configure roles, profiles, and user permissions

Ensure secure handling of financial and customer data

Implement access controls and audit practices

Support & Maintenance

Troubleshoot system issues and integration errors

Respond to internal support tickets

Perform ongoing enhancements and updates

Document all configurations and processes

Future Scope

Develop an online customer portal/storefront within Zoho

Enable customers to place orders directly through the CRM

Expand automation and self-service features

Required Qualifications

3 years hands-on Zoho CRM development experience

Strong Deluge scripting skills

Experience with Zoho APIs and third-party integrations

Experience building complex workflows and blueprints

Experience handling large product catalogs and pricing automation

Strong understanding of accounting/ERP processes (invoicing, credits, taxes, vendor bills)

Experience with payment gateway integrations

Ability to architect scalable systems, not just configure modules

Preferred / Nice to Have

Zoho Creator experience

Zoho Books or Zoho Finance Suite experience

Experience in IT distribution/reseller environments

E-commerce or portal development

REST API and middleware experience

SQL or database design knowledge

What We’re Looking For

Proactive problem solver who can propose improvements, not just execute tasks

Detail-oriented and process-driven

Comfortable owning the CRM end-to-end

Strong communicator who can translate business needs into technical solutions

Long-term partner mindset