Junior Associate CRM Implementation
Job Summary
About Interloop
Interloop is a People Process and Technology consulting firm with offices in India and the UAE. For seven consecutive years weve grown profitably while helping startups SMBs and mid-market enterprises align how they hire sell and scale. Were a leading Zoho Partner and now evolving from a services firm into a product-led organisation building proprietary solutions that scale.
About the role
A CRM is only as good as the sales process behind it. As a Junior Associate Consultant - CRM youll work with our implementation team to put Zoho CRM and Zoho One to work for client organizations - understanding how their sales teams operate converting that into modules pipelines and automation testing it until it holds and documenting it so the client can run it without us. Requirement gathering configuration automation UAT training. Youll touch every stage of the implementation and understand the business problem behind each one.
This role is for you if:
You want to understand how a business sells - not just which buttons the software has
You like turning a messy verbal process into a clean system that runs on its own
Youd rather ask the clarifying question in the room than guess at your desk
Youre drawn to both sides of the work - the consulting conversation and the hands-on build
What youll do
CRM Implementation & Consulting
Implement Zoho CRM and Zoho One solutions for client organizations
Configure modules fields layouts profiles roles permissions and views
Help design sales processes pipelines and business workflows
Support data migration cleaning mapping and validating client data before go-live
Requirement Gathering & Process Understanding
Sit in client meetings and requirement-gathering sessions
Map how the clients business runs today and identify where automation earns its place
Convert business requirements into CRM configurations - and document process flows requirement documents and implementation notes
Communicate requirements and solutions clearly to clients and internal teams
Automation & Integrations
Configure Workflow Rules Blueprint Approval Processes Validation Rules and Assignment Rules
Set up email notifications templates and webhooks
Support integrations between Zoho CRM other Zoho applications and third-party platforms
Testing & UAT
Run functional testing on every configuration before it reaches the client
Support clients through User Acceptance Testing (UAT)
Identify document and troubleshoot issues until the build meets approved requirements
Client Support & Documentation
Provide product and configuration support to clients and coordinate internally to resolve their concerns
Write user guides training documents and SOPs the client keeps using after we leave
Maintain requirement trackers and issue logs; document every configuration and customization for the next consultant
Who were looking for
Experience
02 years in CRM implementation business operations or a client-facing role - freshers with a genuine interest in CRM process automation and Zoho are welcome
Open to travel across India and internationally for client engagements when required
Education
Management track: MBA / PGDM - Sales & Marketing Operations HR or a related specialization
Tech track: BCA / MCA
Final-year students eligible for campus placement can apply
Skills
CRM platforms - Zoho CRM is good to have; hands-on experience with any other CRM tool counts equally
CRM fundamentals - understands sales processes and how modules fields layouts workflows reports and dashboards structure them
Business automation - understands how manual repetitive work becomes rule-based workflows approvals and triggers and where automation adds value
AI & MCP tools - comfortable using AI assistants and MCP (Model Context Protocol) tools in day-to-day work: research documentation configuration and testing
Analytical thinking - breaks a business requirement into data structures and process steps; solves problems rather than escalating them
Data comfort - strong Excel / Google Sheets; handles cleans and validates data with care
Technical curiosity - Deluge scripting and a working grasp of APIs webhooks and integrations are an advantage
Communication - clear verbal and written English; professional with clients on calls and over email; documents well
How you work
You understand the business problem before you open the configuration screen. You ask the question in the meeting instead of guessing after it. You own the tasks assigned to you and close them without being chased. You follow implementation standards and document as you go not after. You pay attention to detail manage your own time and work just as well alone as in a team. These habits matter more to us at this stage than what you already know about Zoho. We can teach the rest.
Learning Elements
End-to-end CRM implementation experience - requirement gathering to UAT to go-live
Hands-on mastery of Zoho CRM and exposure across the Zoho ecosystem - CRM HR projects and analytics
Both halves of a consulting career: technical configuration and client-facing solution consulting
Direct client exposure across industries and an India and UAE client base
A clear growth path
Required Skills:
Requirements: BBA/MBA/PGDM 2 years of experience in digital transformation & change management/CRM implementation roles/digital transformation/ CRM Understanding of Technology systems. CRM system implementation and understanding would be preferred Good in MS Excel Word and Powerpoint Project Management; Familiarity with Project Management tools would be a plus Key behavioural traits: Agility Analytical Persistence and Ability to stretch