Zoho Account Manager

This role is designed for a highly organized, client-oriented professional with strong expertise in Zoho CRM and related applications. As a Zoho Account Manager, you will serve as the primary point of contact for clients, leading discovery, implementation, and post-launch optimization. You will be responsible for translating business needs into system workflows, managing project execution in Zoho, and maintaining high-touch client relationships. The role is split between Client-Facing & Project Execution (60%) and Client Outreach & Relationship Management (40%). Success in this role requires strong communication, task management, and solution design capabilities across the Zoho ecosystem.

Key Responsibilities

1. Client-Facing Implementation & Project Management (60%)

• Lead client kickoff calls to gather requirements, diagnose CRM pain points, and propose Zoho-based solutions.
• Translate client goals into structured project plans, roadmap, workflows, and automations within Zoho CRM, Zoho Projects, Zoho Creator, Zoho Flow, and related apps.
• Create, manage, and assign tasks using project management tools (e.g., Zoho Projects, Zoho Sprints) ensuring timely delivery and documentation.
• Build, test, and implement automation rules, blueprints, and custom functions using Deluge scripting.
• Oversee data integrity, custom reporting dashboards, and pipeline optimization in CRM.
• Collaborate cross-functionally with internal teams and developers to ensure quality and alignment across all deliverables.
• Produce clear task documentation, SOPs, and screen-recorded walkthroughs to support client onboarding and internal handovers.

2. Client Outreach & Relationship Management (40%)

• Maintain proactive communication with clients to ensure satisfaction, adoption, and upsell opportunities.
• Conduct regular check-ins, performance reviews, and strategic planning sessions with clients to assess CRM ROI and feature utilization.
• Identify expansion or optimization opportunities within client accounts (e.g., introducing additional Zoho apps or automation).
• Support training delivery through live demos, video tutorials, and help documentation tailored to each client’s use case.
• Ensure timely feedback collection and follow-through on any support tickets or implementation updates.

Skills & Qualifications

• 2–4 years of experience in Zoho CRM administration, implementation, or account management
• Strong working knowledge of Zoho One ecosystem: CRM, Campaigns, Flow, Projects, Creator, Analytics, and Desk
• Comfortable with Deluge scripting, webhooks, and basic API integrations
• Excellent verbal and written communication skills — able to translate technical solutions into simple, business-focused language
• Strong project management and client communication skills, with the ability to juggle multiple implementations and client accounts
• Experience creating Loom-style screen recordings, SOPs, and task documentation
• Self-motivated, deadline-driven, and process-oriented

This is a 100% Remote Work

Up to $8/hr

Full time