The Role
Implement, configure, and customize Zoho CRM, Projects, Books, and Creator solutions. Gather requirements, build workflows and Deluge automations, integrate third-party systems, configure accounting and project processes, migrate and validate data, test solutions, document implementations, train users, and provide post-implementation support.
Summary Generated by Built In
We are looking for an Associate - Technical Consultant with hands-on experience in the Zoho ecosystem (CRM, Projects, Books, Creator) to help design, implement, and support Zoho-based solutions for our clients/internal teams. The ideal candidate combines strong technical skills with the ability to understand business requirements and translate them into effective Zoho configurations and customizations.
Key Responsibilities
Key Responsibilities
- Implement, configure, and customize Zoho applications (CRM, Projects, Books, Creator) based on client/business requirements.
- Gather and analyze business requirements and translate them into functional and technical specifications.
- Build custom modules, workflows, blueprints, functions (Deluge scripting), and automation within Zoho CRM and Creator.
- Set up and manage integrations between Zoho apps and third-party systems (via Zoho Flow, APIs, or webhooks).
- Configure Zoho Books for accounting workflows including invoicing, billing, and financial reporting as needed.
- Manage Zoho Projects setup including task management, timesheets, and project workflows.
- Perform data migration, data cleansing, and data validation across Zoho applications.
- Conduct testing, troubleshooting, and debugging of configured solutions before deployment.
- Prepare documentation including solution design documents, user manuals, and training materials.
- Provide end-user training and post-implementation support.
- Collaborate with cross-functional teams (sales, project managers, developers) to ensure timely and quality delivery.
- Stay updated with new Zoho features, updates, and best practices.
Requirements
- Bachelor's degree in Computer Science, IT, Engineering, or related field.
- 1–3 years of hands-on experience working with Zoho CRM, Zoho Projects, Zoho Books, and Zoho Creator.
- Working knowledge of Deluge scripting for custom functions and automation.
- Understanding of Zoho Flow, APIs, and third-party integrations.
- Basic understanding of business processes such as sales, accounting, and project management.
- Strong analytical and problem-solving skills.
- Good communication skills to interact with clients and internal stakeholders.
- Ability to manage multiple tasks and work under deadlines.
- Zoho certification(s) (Zoho CRM/Creator/Books Certified Consultant).
- Experience with other Zoho One apps (Zoho Desk, Zoho Analytics, Zoho Inventory, etc.).
- Familiarity with SQL, JavaScript, or REST APIs.
- Prior experience in a client-facing consulting role.
Benefits
Skills Required
- Bachelor's degree in Computer Science, IT, Engineering, or a related field
- 1-3 years of hands-on experience with Zoho CRM, Zoho Projects, Zoho Books, and Zoho Creator
- Working knowledge of Deluge scripting for custom functions and automation
- Understanding of Zoho Flow, APIs, and third-party integrations
- Basic understanding of sales, accounting, and project management processes
- Strong analytical and problem-solving skills
- Good communication skills for interacting with clients and internal stakeholders
- Ability to manage multiple tasks and work under deadlines
- Zoho certifications, such as CRM, Creator, or Books Consultant certification
- Experience with other Zoho One applications, including Zoho Desk, Zoho Analytics, or Zoho Inventory
- Familiarity with SQL, JavaScript, or REST APIs
- Prior experience in a client-facing consulting role
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The Company
What We Do
Tecvesten is a technology consulting company that helps organizations address complex business challenges through practical strategy and execution. It provides tailored technology solutions, enterprise application support, and process-improvement services designed to modernize operations, improve efficiency, and support global scaling. Its work combines consulting and technology delivery to help clients strengthen business processes and implement solutions aligned with operational needs and long-term growth.
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