CRM软件工程师
CRM Software Engineer
公司简介
PartnerOne 是一家长期软件投资集团，致力于收购、运营和扩展全球成功的的企业技术公司。拥有超过 30 年的经验，PartnerOne 拥有并管理着一系列高增长的软件业务，为全球超过 2000 家领先的公司和政府机构提供服务。我们专注于运营卓越、可持续增长和持续改进，打造了一个以责任、所有权和协作推动成功的高性能环境。
职位概述
我们正在寻找一位高度专业的 CRM 软件工程师，以支持企业 CRM 平台的开发、定制、自动化和集成，主要聚焦于 Zoho CRM 和 Zoho One 生态系统。
该职位负责通过配置、脚本编写、编码、自动化、集成和系统增强，将已批准的业务需求和 CRM 架构设计转化为可行的解决方案。CRM 软件工程师将与企业 CRM 架构师、业务分析师和业务相关方紧密合作，构建和维护支持多个公司在共享 CRM 框架下运行的可扩展 CRM 解决方案。
理想的候选人具备在多个 CRM 平台上工作的经验，包括 Salesforce、Sage、Quickbooks、HubSpot 和 Zoho CRM，并具有强大的软件开发和系统集成专业知识。
关键职责
CRM 开发与配置
- 配置和定制 Zoho CRM 模块、布局、表单、字段、配置文件、角色和权限。
- 在 Zoho CRM 及相关 Zoho 应用程序中开发和维护自定义功能。
- 实现业务流程、蓝图、自动化、审批流程和通知。
- 创建自定义报告、仪表板、KPI 和分析解决方案。
- 根据既定的解决方案设计和实施规范配置 CRM 环境。
软件开发与脚本编写
- 使用以下工具开发自定义解决方案：
- Zoho Deluge
- JavaScript
- REST APIs
- Webhooks
- SDKs
- 自定义函数
- 无服务器集成
- 编写、测试、部署和支持 CRM 脚本和自动化。
- 为多个公司的实施创建可重用组件和开发标准。
- 排查、优化和提升现有的 CRM 功能。
集成
- 开发和维护 Zoho CRM 与外部系统的集成，包括：
- ERP 平台
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Company Overview
PartnerOne is a long-term software investment group that acquires, operates, and scales successful enterprise technology companies worldwide. With over 30 years of experience, PartnerOne owns and manages a portfolio of high-growth software businesses that serve more than 2,000 leading corporations and government organizations globally. Our focus on operational excellence, sustainable growth, and continuous improvement creates a high-performance environment where accountability, ownership, and collaboration drive success.
Position Summary
We are seeking a highly skilled CRM Software Engineer to support the development, customization, automation, and integration of enterprise CRM platforms, with a primary focus on Zoho CRM and the Zoho One ecosystem.
This role is responsible for translating approved business requirements and CRM architecture designs into working solutions through configuration, scripting, coding, automation, integrations, and system enhancements. The CRM Software Engineer will work closely with the Corporate CRM Architect, Business Analysts, and business stakeholders to build and maintain scalable CRM solutions that support multiple companies operating within a shared CRM framework.
The ideal candidate has experience working across multiple CRM platforms including Salesforce, Sage, Quickbooks, HubSpot, and Zoho CRM, with strong software development and systems integration expertise.
Key Responsibilities
CRM Development & Configuration
- Configure and customize Zoho CRM modules, layouts, forms, fields, profiles, roles, and permissions.
- Develop and maintain custom functionality within Zoho CRM and related Zoho applications.
- Implement business workflows, blueprints, automation, approval processes, and notifications.
- Create custom reports, dashboards, KPIs, and analytics solutions.
- Configure CRM environments based on established solution designs and implementation specifications.
Software Development & Scripting
- Develop custom solutions using:
- Zoho Deluge
- JavaScript
- REST APIs
- Webhooks
- SDKs
- Custom Functions
- Serverless integrations
- Write, test, deploy, and support CRM scripts and automation.
- Create reusable components and development standards for multiple company implementations.
- Troubleshoot, optimize, and enhance existing CRM functionality.
Integrations
- Develop and maintain integrations between Zoho CRM and external systems including:
- ERP platforms
- Financial applications
- Support platforms
- Marketing automation systems
- eCommerce solutions
- Third-party APIs
- Build API connections and middleware solutions.
- Support data synchronization and workflow automation across platforms.
Data Migration & Conversion Support
- Assist with data migration projects from:
- Salesforce
- NetSuite CRM
- Microsoft Dynamics
- HubSpot
- Legacy CRM platforms
- Perform data mapping, transformation, validation, and migration support.
- Develop import and validation scripts to improve migration efficiency and data quality.
System Maintenance & Support
- Troubleshoot CRM issues and provide technical support.
- Monitor system performance and proactively address technical issues.
- Participate in testing, deployment, and release management activities.
- Maintain development, test, and production environments.
- Support CRM upgrades and new feature deployments.
Requirements
- Bachelor's degree in Computer Science, Software Engineering, Information Systems, or a related technical field, or equivalent practical experience.
- 4+ years of experience in CRM development, software engineering, or business systems development.
- Hands-on experience configuring, customizing, and developing within enterprise CRM platforms, preferably Zoho CRM.
- Experience with CRM platforms such as Zoho CRM, Salesforce, HubSpot, Sage Intacct, NetSuite CRM, or QuickBooks.
- Strong experience developing and supporting REST API integrations and third-party system integrations.
- Proficiency in Zoho Deluge scripting and workflow automation.
- Strong knowledge of JavaScript, SQL, JSON, and XML.
- Experience with CRM customization, workflow design, business process automation, and data migration.
- Experience implementing, enhancing, or migrating CRM solutions.
- Knowledge of integration architecture, data mapping, and system troubleshooting.
- Experience with Zoho One ecosystem, including Zoho Flow, Zoho Creator, Zoho Analytics, and Zoho Desk, preferred.
- Familiarity with Salesforce administration or development is a plus.
- Experience using Git or other source control platforms.
- Strong problem-solving and debugging skills with the ability to identify and resolve complex technical issues.
- Detail-oriented with excellent documentation and organizational skills.
- Ability to collaborate effectively with cross-functional teams, including Sales, Marketing, Customer Success, and Operations.
- Strong time management skills with the ability to manage multiple priorities in a fast-paced environment.
- Commitment to continuous learning and staying current with CRM, automation, and software development best practices.
Originally posted on Himalayas