We are seeking a highly skilled Zoho Expert to migrate our jewelry company's core operations—including inventory, customer management, sales tracking, invoicing, and integrations—to Zoho One. The ideal candidate will ensure a seamless transition, optimize workflows, and manage the Zoho ecosystem effectively post-migration.
Key Responsibilities:- System Migration: Migrate inventory, customer data, sales records, invoices, and integrations to Zoho with minimal disruption.
- Zoho CRM & Books Management: Configure and optimize Zoho CRM, Zoho Books, and other Zoho applications for sales and financial efficiency.
- Integration & Automation: Set up Zoho Flow, Zapier, Make (Integromat), or Pabbly Connect for smooth third-party integrations.
- Process Optimization: Develop custom Deluge scripts to automate tasks and enhance workflow efficiency.
- Security & User Management: Ensure data security, manage user roles and permissions, and establish best practices for system use.
- Training & Support: Provide training to team members on Zoho functionalities, troubleshoot system issues, and optimize performance.
- Ongoing System Maintenance: Regularly update Zoho applications, enhance system capabilities, and improve efficiency based on business needs.
✅ Proven expertise in Zoho One (Zoho CRM, Zoho Books, Zoho Inventory, Zoho Analytics, Zoho Desk, and Zoho Creator). ✅ Experience in data migration for inventory, sales, and financial records from other platforms to Zoho.
✅ Strong knowledge of automation tools (Deluge scripting, Zapier, Make/Integromat, Pabbly Connect).
✅ Ability to integrate Zoho APIs with third-party applications (e-commerce, payment gateways, etc.).
✅ Background in business process automation and optimization for jewelry or retail industries.
✅ Excellent analytical skills to assess workflow efficiency and implement improvements.
✅ Ability to train and support users in Zoho functionalities and troubleshooting.
✅ Detail-oriented and organized, ensuring data accuracy during migration and system management.
Preferred Qualifications:- Experience working with jewelry businesses or e-commerce brands.
- Familiarity with accounting systems like QuickBooks for financial reconciliation.
- Knowledge of SEO/marketing tools for sales optimization within Zoho.
Skills Required
- Proven expertise in Zoho One
- Experience in data migration for inventory, sales, and financial records
- Strong knowledge of automation tools
- Ability to integrate Zoho APIs with third-party applications
- Background in business process automation and optimization
- Excellent analytical skills
- Ability to train and support users in Zoho functionalities
- Detail-oriented and organized
What We Do
RemoteVA.PH is an Employment Agency that provides opportunities for Filipinos to secure permanent work-from-home jobs.
