Zoho Account Manager

This role is designed for a highly organized, client-oriented professional with strong expertise in Zoho CRM and related applications. As a Zoho Account Manager, you will serve as the primary point of contact for clients, leading discovery, implementation, and post-launch optimization. You will be responsible for translating business needs into system workflows, managing project execution in Zoho, and maintaining high-touch client relationships. The role is split between Client-Facing & Project Execution (60%) and Client Outreach & Relationship Management (40%). Success in this role requires strong communication, task management, and solution design capabilities across the Zoho ecosystem. Key Responsibilities 1. Client-Facing Implementation & Project Management (60%) Lead client kickoff calls to gather requirements, diagnose CRM pain points, and propose Zoho-based solutions. Translate client goals into structured project plans, roadmap, workflows, and automations within Zoho CRM, Zoho Projects, Zoho Creator, Zoho Flow, and related apps. Create, manage, and assign tasks using project management tools (e.g., Zoho Projects, Zoho Sprints) ensuring 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 in CRM. Collaborate cross-functionally with internal teams and developers to ensure quality and alignment across all deliverables. Produce clear task documentation, SOPs, and screen-recorded walkthroughs to support client onboarding and internal handovers. 2. Client Outreach & Relationship Management (40%) Maintain proactive communication with clients to ensure satisfaction, adoption, and upsell opportunities. Conduct regular check-ins, performance reviews, and strategic planning sessions with clients to assess CRM ROI and feature utilization. Identify expansion or optimization opportunities within client accounts (e.g., introducing additional Zoho apps or automation). Support training delivery through live demos, video tutorials, and help documentation tailored to each client’s use case. Ensure timely feedback collection and follow-through on any support tickets or implementation updates. Skills & Qualifications 2–4 years of experience in Zoho CRM administration, implementation, or account management Strong working knowledge of Zoho One ecosystem: CRM, Campaigns, Flow, Projects, Creator, Analytics, and Desk Comfortable with Deluge scripting, webhooks, and basic API integrations Excellent verbal and written communication skills — able to translate technical solutions into simple, business-focused language Strong project management and client communication skills, with the ability to juggle multiple implementations and client accounts Experience creating Loom-style screen recordings, SOPs, and task documentation Self-motivated, deadline-driven, and process-oriented This is a 100% Remote Work Up to $8/hr Full time #J-18808-Ljbffr