Company Description Next-GrowthStep is a product marketing & growth company working with SaaS, AI, and B2B brands across global markets. We’re looking for a Zoho CRM and Implementation Specialist.For our internal operations and client-delivery teams, we’re looking for aZoho CRM Expertwho can independently manage, optimise, and automate Zoho across leads, sales, workflows, invoicing, reporting, and integrations.About the Role This is NOT a basic CRM operator role. We want someone who deeply understands Zoho’s ecosystem, can build automations, configure modules, improve data flows, and ensure that the company and clients run efficiently through a well-structured CRM backbone. You will work directly with the founder and internal teams to manage Zoho across multiple functions.Joining : Immediate/Within 30 daysKey Responsibilities 1. Zoho CRM Management Configure, maintain, and optimise Zoho CRM Manage all modules: Leads, Contacts, Accounts, Deals, Tasks, Notes Ensure accurate and clean data flow across the CRM Set up dashboards, reports, workflows, and automation rules. 2. Automations & Integrations Build workflows using Zoho Flow, Blueprint, and Automation Connect Zoho CRM with other Zoho apps (Zoho Books, Zoho Campaigns, Zoho Forms, etc.) Integrate CRM with external platforms (email tools, websites, ad tracking, forms) Ensure seamless lead-routing, scoring, nurturing, and sales automation. 3. Lead & Sales Management Create and manage pipelines for sales and marketing funnels Track leads from capture → qualification → deal → close Set up automated follow-ups and reminders Maintain activity logs and pipeline hygiene 4. Invoicing & Financial Workflows Manage Zoho Invoice setup Generate invoices, estimate templates, and payment reminders Coordinate with internal teams on the accounting checkpoint 5. Internal Collaboration Work closely with marketing, sales, and operations teams Support the founder with CRM insights, dashboards, and reporting Set up systems that make team workflows faster and more transparent 6. Reporting & Analytics Build Daily/Weekly dashboards for: Lead flow & source performance Sales pipeline status Conversion rates Activity tracking Revenue and invoicing updates Suggest improvements based on CRM insightsWhat We’re Looking For Technical Skills 2+ years of hands-on experience with Zoho CRM (mandatory) Strong understanding of Zoho ecosystem: Zoho CRM, Zoho Campaigns, Zoho Flow, Zoho Forms, Zoho Integration Deep knowledge of workflows, automation, blueprints, and data mapping Ability to manage integrations with websites, social media,and landing pages Comfortable working with reports and custom dashboards Bonus: Experience with API integrations Mindset & Personality Ownership mindset — self-driven & accountable Works fast, accurate, and without constant guidance Strong attention to detail Excellent written and spoken English Organised, reliable, and solution-oriented Comfortable in a fast-paced startup environmentWhy Join Next-GrowthStep? Work with SaaS & AI companies globally. Build scalable CRM systems from the ground up Fast execution environment with full ownership Direct exposure to growth and operations Culture that values trust, accountability, and speedHow to Apply Send your resume to:meghavi@ Subject:Application – Zoho CRM Expert
Job Title
Zoho CRM Specialist/ Zoho Business Operations Analyst