About the job
Join our dynamic team at remote-raven as a Zoho Account Manager, a pivotal role for a detail-oriented and client-focused professional skilled in Zoho CRM and its suite of applications. In this position, you will be the primary liaison for our clients, overseeing the discovery process, implementation, and ongoing optimization following project launch. Your expertise will be crucial in translating business requirements into effective system workflows, managing project execution within the Zoho environment, and fostering strong client relationships. The role is divided into Client-Facing Implementation & Project Management (60%) and Client Outreach & Relationship Management (40%). To excel in this position, you will need exceptional communication skills, strong task management capabilities, and the ability to design tailored solutions within the Zoho ecosystem.
Key Responsibilities
1. Client-Facing Implementation & Project Management (60%)
● Facilitate client kickoff meetings to gather project requirements, identify CRM challenges, and present tailored Zoho solutions.
● Convert client objectives into detailed project plans, workflows, and automation processes within Zoho CRM and related applications.
● Utilize project management tools (e.g., Zoho Projects, Zoho Sprints) to assign tasks, ensuring timely completion and thorough documentation.
● Design, test, and implement automation rules, blueprints, and custom functions using Deluge scripting.
● Ensure data integrity and optimize reporting dashboards and pipelines within CRM.
● Collaborate with internal teams and developers to guarantee the quality and coherence of all deliverables.
● Create comprehensive task documentation, SOPs, and instructional videos to assist with client onboarding and internal transitions.
2. Client Outreach & Relationship Management (40%)
● Maintain ongoing communication with clients to ensure satisfaction, drive adoption, and identify upsell opportunities.
● Conduct regular performance reviews and strategic discussions with clients to evaluate CRM ROI and feature usage.
● Spot opportunities for expansion or optimization within client accounts (e.g., recommending additional Zoho apps or automation).
● Aid in training delivery through live demonstrations, video tutorials, and customized help documentation for each client's needs.
● Ensure prompt collection of feedback and resolution of support tickets or implementation updates.
Skills & Qualifications
● 2–4 years of experience in Zoho CRM administration, implementation, or account management.
● Profound knowledge of the Zoho One ecosystem: CRM, Campaigns, Flow, Projects, Creator, Analytics, and Desk.
● Proficient in Deluge scripting, webhooks, and basic API integrations.
● Exceptional verbal and written communication skills, capable of simplifying technical solutions into business-friendly language.
● Strong project management and client communication skills, adept at managing multiple tasks concurrently.
