Zoho Account Manager

23 hours, 33 minutes ago
Full-time
Junior
Project and Program Management
Remote Raven

Remote Raven

Remote Raven connects clients with highly qualified virtual assistants to quickly fill positions, enabling businesses to focus on core activities with no start-up fees.

Professional Services
11-50

Description

  • Lead client kickoff calls to gather requirements, diagnose CRM pain points, and propose Zoho-based solutions.
  • Translate client goals into project plans, workflows, automations, and roadmaps across Zoho applications.
  • Create, manage, and assign tasks in project management tools to ensure 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 within CRM.
  • Collaborate with internal teams and developers to ensure quality and alignment across deliverables.
  • Produce task documentation, SOPs, and screen-recorded walkthroughs for client onboarding and internal handovers.
  • Maintain proactive communication with clients to support satisfaction, adoption, and upsell opportunities.
  • Conduct regular client check-ins, performance reviews, and strategic planning sessions to assess ROI and feature utilization.
  • Identify expansion and optimization opportunities within client accounts, including additional Zoho apps and automation.

Requirements

  • 2–4 years of experience in Zoho CRM administration, implementation, or account management.
  • Strong working knowledge of the Zoho One ecosystem, including CRM, Campaigns, Flow, Projects, Creator, Analytics, and Desk.
  • Comfortable with Deluge scripting, webhooks, and basic API integrations.
  • Excellent verbal and written communication skills with the ability to explain technical solutions in business-friendly language.
  • Strong project management and client communication skills with the ability to handle multiple implementations and accounts.
  • Experience creating Loom-style screen recordings, SOPs, and task documentation.
  • Self-motivated, deadline-driven, and process-oriented.
  • 100% remote work arrangement.
  • Full-time availability.

Benefits

  • 100% remote work.
  • Full-time position.
  • Up to $8/hr compensation.

Interested in this position?

Apply directly on the company website

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