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Zoho Project Manager - REMOTE CONTRACTOR

SuccessFULL Solutions

Role overview

Qualifications

  • 1+ years of project management experience (IT or SaaS environment preferred)
  • Familiarity with Zoho One applications (Zoho Projects, WorkDrive, CRM, etc.) or similar tools
  • Excellent verbal and written communication
  • Ability to work independently, maintain confidentiality, and adapt to changing priorities

Responsibilities

  • Own end-to-end delivery of client Zoho implementation and automation projects, including gathering requirements, translating them into roadmaps, and driving delivery to completion using Zoho Projects
  • Coordinate meetings with clients and team; capture notes and create actionable tasks; provide status updates to stakeholders
  • Maintain project documentation and SOPs; review opportunities to improve delivery and leverage AI tools for efficiency
  • Serve as primary point of contact for active client projects; handle questions and issues, escalate when appropriate, and uphold professional communication and company values

About the company

SuccessFULL Solutions logo

SuccessFULL Solutions

We offer cloud solutions for business automation. Automating business processes such as Sales, Marketing, HR, Accounting, Operations and Customer Retention for small businesses is our specialty. We can customize your website and/or Zoho CRM system using creative design, integrations and custom code built specifically for your business.We combine a WordPress front-end web interface with a back-end Zoho CRM to customize the perfect system and processes for your business. Whether you only need one process within your organization automated or all, we can help remove manual tasks and gaps within your process.

Company details

Company size1 - 10

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Job description

Our Mission: We are creative minds who deliver Business Process Automation and Solutions that generate comprehensive opportunities for growth in small businesses. 

Our Core Values:
  • We are honest and have integrity
  • We provide excellent service
  • We have fun!



Zoho Project Manager (REMOTE INDEPENDENT CONTRACTOR)

Reports to: Keitha McAdams, CEO
Location: Remote / Dallas area (as needed)
Employment Type: Contract with Part-Time Hours (2-4 hours/day)
Compensation: $25/hour for 2 hrs per day (depending on work load), Paid Weekly
 

Zoho Project Manager will have specific duties that are required to complete during shift. Will occasionally work up to 4 hours in a day. Work will be on an "as-needed" basis.

THIS IS NOT AN EMPLOYEE POSITION NOR IS IT PERMANENT. THIS IS 100% REMOTE AND FOR INDEPENDENT CONTRACTORS ONLY AND IS ON AN "AS-NEEDED" BASIS.


Description
We are seeking a highly organized and tech-savvy Zoho Project Manager to support the executive and team within our growing IT company, SuccessFULL Solutions. We are looking for a Project Manager that can adopt and share our same values. This part-time role requires strong attention to detail, organization, assertiveness, and the ability to manage multiple projects across operations, marketing, and client support. The ideal candidate will be proactive, adaptable, and comfortable using Zoho applications (mainly Zoho Projects), AI tools, and digital platforms.

The Zoho Project Manager will be responsible for gathering and reviewing customer requirements, then working with the System Administrator to create a plan/roadmap to customize Zoho products to fit the client's needs. The roadmaps must include a plan for customizing Modules, Workflows, and integrating Zoho CRM with other applications or products. It will also consist of managing all tickets, tasks and projects by driving each project to completion. Our goal is to customize Zoho to fully automate our clients' systems and processes.  Must be willing to work face-to-face with clients (virtually) and hold meetings with each client once or twice a week while their project is in progress.          


The Project Manager will be responsible for managing all internal and client projects daily. Project Manager may be required to handle tasks via email, chat and phone. MUST be willing to complete the DISC Assessment or Briggs Meyer test.



Key Responsibilities

  • Meetings & Coordination

    • Attend daily 30-minute one-on-one meeting with Keitha McAdams

    • Attend weekly 30-minute project team meeting 

    • Attend consultations with clients and team members

    • Capture notes from team meetings and create project tasks for team members

  • Client Project Management & Delivery
    • Own end-to-end delivery of client Zoho implementation and automation projects
      • Monitor progress daily and proactively follow up to prevent delays
    • Gather, document, and validate client business requirements through structured discovery sessions
    • Translate business needs into clear project roadmaps and task plans within Zoho Projects
    • Drive all projects to completion by managing timelines and deliverables
      • Maintain clean, up-to-date project documentation and task notes
    • Facilitate weekly or bi-weekly virtual client meetings to provide status updates, manage expectations, and gather additional tasks/requirements
      • Serve as the primary point of contact for active client projects
      • Handle client questions and minor issues directly; escalate when appropriate
    • Maintain professional, timely communication via email, chat, and phone
    • Uphold company values and represent SuccessFULL Solutions with clarity and integrity


  • Project Documentation & Management

    • Create and maintain SOPs using AI tools

    • Review, Analyze and look for opportunities to improve our delivery to clients 


  • Tools & Technology
    • Use Zoho Projects daily to manage tasks, timelines, and deliverables
    • Leverage Zoho CRM and other Zoho apps to understand client systems and workflows
    • Utilize AI tools and digital platforms to improve efficiency and documentation
    • Quickly adapt to new tools, systems, and workflows as the company evolves


Requirements

  • 1+ years of project management experience (IT or SaaS environment preferred)
  • Strong organizational, time-management, and customer service skills
  • Familiarity with Zoho One applications (Zoho Projects, WorkDrive, CRM, etc.) or similar tools
  • Excellent verbal and written communication
  • Proficiency with productivity tools and willingness to leverage AI tools for efficiency
  • Ability to work independently, maintain confidentiality, and adapt to changing priorities
  • Must have mobile device (Android/iPhone) and a computer with high speed internet
  • Preferred Location: within 30 min of Dallas area



Benefits

NO BENEFITS OFFERED. This is a contract position.


Salary: 25

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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