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Zoho Specialist – CRM, Projects & Automation

Role overview

Qualifications

  • 2–5 years of experience in Zoho One ecosystem
  • Proven experience with CRM customization and automation
  • Familiarity with Deluge scripting and Blueprint automation
  • Basic understanding of project and finance modules (Zoho Projects, Books)

Responsibilities

  • Implementing and customizing Zoho CRM modules (Deals, Leads, Pipelines)
  • Setting up workflows, blueprints, and custom functions (Deluge)
  • Integrating Zoho Projects and Books for delivery and finance automation
  • Supporting client onboarding and documenting key processes

Key facts

Other skills

  • Communication
  • Collaboration
  • Time Management

About the company

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Profit-Tech

Company details

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Job description

Este é um cargo remoto.

We are looking for a skilled **Zoho Specialist** to collaborate with Profit-Tech on digital transformation projects for small and medium-sized businesses.

The professional will work on the configuration, automation, and optimization of Zoho One applications — mainly CRM, Projects, Books, and Flow — ensuring practical results and process efficiency.

The role includes:
• Implementing and customizing Zoho CRM modules (Deals, Leads, Pipelines)
• Setting up workflows, blueprints, and custom functions (Deluge)
• Integrating Zoho Projects and Books for delivery and finance automation
• Supporting client onboarding and documenting key processes
• Coordinating with designers and finance team for client proposals

Requirements

• 2–5 years of experience in Zoho One ecosystem
• Proven experience with CRM customization and automation
• Familiarity with Deluge scripting and Blueprint automation
• Basic understanding of project and finance modules (Zoho Projects, Books)
• Strong communication skills and ability to work remotely
• Portuguese or English proficiency
• Commitment to deadlines and collaboration

Benefits

• Project-based flexible collaboration
• Long-term partnership opportunities with Profit-Tech
• Work directly with the CEO on strategic implementations
• Recognition and inclusion in Profit-Tech’s partner portfolio
• Access to training materials and internal methodology


Salary: Project-based (negotiable)

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MR

Marcus Rivera

Chief Revenue Officer

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