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SMX Services & Consulting, Inc. · 7 hours ago

ZOHO CRM Consultant

United States

Contract

Remote

Mid, Senior Level

SMX Services & Consulting, Inc. is seeking an experienced Zoho CRM Consultant to lead the implementation, customization, and optimization of the Zoho CRM platform. The role requires strong technical expertise in Zoho applications and a deep understanding of CRM processes to ensure successful adoption across the organization.

Information ServicesInformation Technology

Diversity & Inclusion

Responsibilities

Lead end-to-end implementation of Zoho CRM, including setup, configuration, and customization

Analyze business requirements and design tailored CRM solutions aligned with company goals

Develop and automate workflows, blueprints, reports, dashboards, and modules within Zoho CRM

Provide data migration support from legacy systems into Zoho CRM

Conduct user training sessions, create documentation, and provide post-implementation support

Work with stakeholders to ensure continuous improvement, scalability, and performance optimization

Qualification

Zoho CRM implementationZoho Deluge scriptingCRM processes understandingData migration experienceIntegration tools familiarityProblem-solving skillsCommunication skillsProject management

Required

Proven experience in Zoho CRM implementation and customization

Strong understanding of CRM processes: sales pipeline, lead management, customer service, and reporting

Hands-on experience with Zoho Deluge scripting and automation

Strong problem-solving skills with the ability to translate business needs into CRM solutions

Excellent communication and documentation skills in English

Ability to manage projects independently and deliver on time

Preferred

Zoho Certified Consultant

Experience with data migration and database management

Familiarity with integration tools (Zapier, Make, APIs, webhooks)

Knowledge of ERP/Finance tools and how they connect with CRM

Company

SMX Services & Consulting, Inc.

Driving the Future with Technology, Talent, and Strategic Solutions At SMX Services & Consulting, Inc., we transform the way businesses manage their technology and talent by providing comprehensive solutions in IT & Engineering Staffing, SAP, Cybersecurity, Managed Services, and Digital Health.

Founded in 1997

Miami, Florida, USA

201-500 employees

http://smxusa.com/

Funding

Current Stage

Growth Stage

Leadership Team

Richard Quevedo

CEO

Steve Hodges

Chief Technology Officer

Company data provided by crunchbase