Zoho Developer/Project Manager

DSI, a premier Dallas-based sales enablement and custom business solutions company, has an immediate career opportunity for a Zoho Developer/Project Manager. This person will oversee the development and optimization of our Zoho CRM platform for a new division inside DSI.

This role combines technical expertise with cross-functional leadership to ensure our CRM infrastructure supports scalable business growth, integrates seamlessly with other systems, and delivers operational excellence across teams. The ideal candidate will act as both a technical architect and strategic project manager, ensuring Zoho implementations align with company-wide goals, particularly in areas such as sales pipeline management, onboarding automation, and marketing workflows.

This is a remote opportunity; the candidate must be a US citizen to qualify for this opportunity.

About DSI

Founded in 1984, DSI is a family-owned company committed to delivering exceptional value and measurable results to our clients and partners. Our comprehensive services include sales management, marketing support, hardware logistics, immersive training, engineering expertise, and proprietary software solutions—all designed to drive growth and operational efficiency.

At DSI, we believe strong relationships are the foundation of lasting success. We serve as a one-stop solution across a range of markets—including mobility, broadband, video, commercial, residential, Lodging & Institutions, and Multi-Dwelling Units—empowering our sales partners to uncover new opportunities and maximize their potential.

Ideal Candidate Profile

• 3–5+ years of hands-on Zoho CRM development experience, including Deluge scripting and API integrations
• Proven project management experience with cross-functional teams
• Strong systems thinker capable of designing and maintaining complex data flows
• Familiarity with platforms such as Domo, Business Central, and SQL is a strong plus
• Bonus: experience with tools like Zapier, Make, or web development frameworks

Key Responsibilities/Scope

Zoho CRM Development & Customization

• Design, build, and optimize Zoho CRM modules, workflows, and automations using Deluge scripting
• Develop rule-based task management and automated dealer lifecycle stages
• Automate paperwork, onboarding, background checks, and program flow processes within Zoho

CRM Integration & Workflow Automation

• Integrate Zoho CRM with third-party tools including web forms, recruiter channels, background check platforms, marketing tools, and APIs
• Lead integration between Zoho and systems such as Microsoft Business Central, Domo, Monday.com, and SQL-based databases
• Consolidate and centralize customer and dealer data to enable real-time access and cross-departmental collaboration

Sales Pipeline & Marketing Optimization

• Streamline and automate inbound lead capture from web and recruiter sources
• Configure follow-up sequences and personalized outreach campaigns triggered by behavioral data
• Build dashboards and operational analytics to monitor dealer activity, sales performance, and field operations

Project Management & Cross-Functional Leadership

• Translate business requirements into scalable CRM solutions
• Manage CRM-related projects across Sales, Marketing, Finance, and Service Delivery
• Establish structured workflows for team accountability and data governance

Support, Training & Documentation

• Serve as an internal Zoho subject matter expert
• Maintain data quality, enforce system governance, and document workflows
• Provide end-user support and training to promote adoption and self-sufficiency

Requirements

• Strong experience with Zoho CRM, Zoho Creator, Zoho Projects, Zoho Books, Zoho Analytics, and Campaigns. Certifications (e.g., Zoho CRM Developer, Zoho Creator Certified Developer) are a plus

• Deluge Scripting: Proficiency in scripting to build custom functions, workflows, and automation logic
• API Integration - Experience integrating Zoho with third-party tools via REST APIs.
• Workflow Automation - Ability to design and implement automated processes within and across Zoho apps
• Data Modeling & CRM Architecture - Understanding of relational data models, data governance, and CRM design principles
• Reporting & Dashboards - Building analytical dashboards and generating operational reports using Zoho Analytics, Domo, or similar BI tools
• Bonus - Experience with SQL, Zapier, Make/Integromat, JavaScript, or web development is a strong advantage

Benefits

• Medical, Dental, Vision, and Life insurance are available on the first day of the month following your first day of employment – no extended waiting period
• 401k Plan with employer matching
• Paid vacation, personal/sick days, and bereavement time
• Employee Profit Sharing Program
• 50% AT&T wireless discount
• Paid training
• Advancement opportunities, we prefer to promote from within!