Zoho Business Analyst/Project Manager

Posted 2 Months Ago
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Pune, Mahārāshtra, IND
In-Office
Mid level
Information Technology • Software • Consulting • Automation
The Role
Lead business analysis and Zoho implementation projects from requirements gathering through delivery. Translate stakeholder needs into functional specifications, workflows, and user stories; manage scope, timelines, risks, budgets, and cross-functional teams. Configure Zoho applications, workflows, automation, reports, dashboards, and integrations. Coordinate data migration, UAT, training, system optimization, and stakeholder communications while ensuring solutions align with business goals.
Summary Generated by Built In
Job Summary

We are seeking an experienced Business Analyst / Project Manager with strong expertise in the Zoho ecosystem to lead business process analysis, system implementation, and project delivery. The ideal candidate will act as a bridge between stakeholders and technical teams, ensuring successful Zoho solutions implementation and optimization aligned with business goals.

Key Responsibilities
Business Analysis
Gather, analyze, and document business requirements from stakeholders.

Conduct workshops to understand process gaps and improvement opportunities.

Translate business requirements into functional specifications.

Create BRDs, FRDs, user stories, and workflow documentation.

Recommend automation and optimization solutions using Zoho applications.

Project Management
Plan, execute, and monitor Zoho implementation projects.

Define scope, timelines, milestones, and deliverables.

Manage cross-functional teams (developers, consultants, stakeholders).

Track risks, issues, and dependencies; ensure timely resolution.

Ensure projects are delivered on time, within scope, and budget.

Provide regular status updates to leadership and stakeholders.

Zoho Implementation & Optimization
Lead implementation/configuration of:

Zoho CRM

Zoho Books

Zoho Creator

Zoho Projects

Zoho Desk

Zoho Analytics (preferred)

Configure workflows, automation, blueprints, reports, and dashboards.

Coordinate integrations with third-party systems (API integrations).

Conduct UAT sessions and manage user training.

Ensure data migration accuracy and system performance.

Required Skills & Qualifications
Bachelor’s degree in Business, IT, or related field.

3+ years experience in Business Analysis or Project Management.

Hands-on experience with Zoho ecosystem implementation.

Strong knowledge of CRM processes, sales pipelines, finance workflows.

Experience in Agile/Scrum or Waterfall methodologies.

Excellent documentation and communication skills.

Strong stakeholder management skills.

** Interested candidates can share their resumes to [email protected]m **



Skills Required

  • Bachelor's degree in Business, IT, or a related field
  • 3+ years of experience in business analysis or project management
  • Hands-on experience implementing the Zoho ecosystem
  • Strong knowledge of CRM processes, sales pipelines, and finance workflows
  • Experience with Agile/Scrum or Waterfall methodologies
  • Excellent documentation and communication skills
  • Strong stakeholder management skills
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The Company
62 Employees
Year Founded: 2018

What We Do

AGSuite Technologies is an Oracle NetSuite Solution Provider and Zoho Premium Partner that helps businesses streamline operations through cloud-based ERP, CRM, e-commerce, integration, customization, implementation, managed services, and support. Its consultants deliver tailored technology solutions, automate workflows, improve efficiency, and support digital transformation across sectors including software, professional services, distribution, retail, logistics, advertising, media, and manufacturing for growing and established organizations.

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