Key Facts

Remote From:

Texas (USA)

Freelance

4 - 58K yearly

English

Hard Skills

Other Skills

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Virtual Collaboration
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Timelines
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Client Confidentiality
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Professionalism
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Multitasking
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Time Management
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Assertiveness
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Teamwork
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Customer Service
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Detail Oriented
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Verbal Communication Skills
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Problem Solving

Roles & Responsibilities

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

Requirements:

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

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