Zoho专员 – CRM、项目与自动化
Zoho Specialist – CRM, Projects & Automation
这是一个远程职位。
我们正在与 Profit-Tech 合作，寻找一位熟练的**Zoho Specialist**，参与为中小型企业提供数字化转型项目。该专业人员将负责 Zoho One 应用程序的配置、自动化和优化——主要是 CRM、Projects、Books 和 Flow，确保实际成果和流程效率。职责包括：
· 实施和定制 Zoho CRM 模块（Deals、Leads、Pipelines）
- 设置工作流、蓝图和自定义功能（Deluge）
- 集成 Zoho Projects 和 Books 以实现交付和财务自动化
- 支持客户上线并记录关键流程
- 与设计师和财务团队协调为客户提案
要求
- 2–5年 Zoho One 生态系统经验
- 具有 CRM 定制和自动化的实际经验
- 熟悉 Deluge 脚本和 Blueprint 自动化
- 了解项目和财务模块（Zoho Projects、Books）
- 良好的沟通能力，能够远程工作
- 葡萄牙语或英语熟练
- 对截止日期和协作有承诺
福利
- 基于项目的灵活合作方式
- 与 Profit-Tech 建立长期合作关系的机会
- 直接与 CEO 合作进行战略实施
- 在 Profit-Tech 的合作伙伴目录中获得认可和纳入
- 可访问培训材料和内部方法论
最初发布于 Himalayas
查看英文原文
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
Originally posted on Himalayas