Platform Manager - Zoho

1 month, 1 week ago
Full-time
Mid Level
Data Science and Analytics
DSI

DSI

DSI offers a comprehensive application designed for order entry and reporting, aimed at enhancing business efficiency and success through live sales support, exceptional field sales management, and specialized event assistance.

Retailing
251-1K
Founded 1984

Description

  • Serve as the primary owner and administrator of Zoho CRM and related Zoho applications.
  • Manage user roles, permissions, profiles, and system security governance.
  • Configure and optimize modules, workflows, automations, blueprints, validation rules, and custom functions.
  • Translate business needs into scalable CRM configurations and process improvements.
  • Maintain and enhance integrations between Zoho and enterprise platforms such as telephony, CPQ, BI, and support systems.
  • Ensure data accuracy and integrity through audits, governance practices, and cleanup initiatives.
  • Build and maintain dashboards, reporting, and performance analytics for leadership visibility.
  • Lead system updates, feature rollouts, testing, and enhancement initiatives.
  • Provide Tier 2/3 support for escalations and coordinate with Zoho Support or vendor partners.
  • Drive user adoption through training, documentation, and best-practice development.

Requirements

  • 3+ years of hands-on experience administering Zoho CRM or the Zoho One suite in an enterprise environment.
  • Strong understanding of CRM lifecycle management, sales automation, and revenue workflows.
  • Experience building complex workflows, automation logic, and custom functions.
  • Proven ability to translate business requirements into scalable technical configurations.
  • Experience managing CRM integrations, APIs, and system data exchanges.
  • Strong analytical skills with experience building dashboards and operational reporting.
  • Ability to partner effectively with cross-functional stakeholders.
  • Excellent written and verbal communication skills.
  • Zoho CRM Administrator Certification is preferred.
  • Experience with Zoho Desk, Zoho Analytics, Zoho Creator, or related Zoho applications is preferred.
  • Background in Sales Operations, Revenue Operations, or IT Systems Administration is preferred.
  • Experience supporting distributed teams in a fast-paced, growth-oriented environment is preferred.

Benefits

  • Medical, dental, vision, and life insurance available on the first day of the month following the first day of employment.
  • 401(k) 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 with a preference for promoting from within.

Interested in this position?

Apply directly on the company website

Apply Now

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