Mid-Level Zoho & AI Automation Specialist

This is a remote position.

Absolutely here it is in a cleaner Zoho Recruit-friendly format for copying and pasting:

We are seeking a highly capable Mid-Level Zoho and AI Automation Specialist to take ownership of our Zoho One ecosystem and help systemise automate and scale operational workflows across the business.

This role is focused on creating a centralised operational environment using Zoho One as the core business platform while integrating AI-assisted workflows and modern automation tools such as n8n ChatGPT Claude Microsoft 365 and SharePoint.

You will work closely with leadership to design and implement operational automations based on clearly defined business requirements and workflows. The role will involve translating operational processes into scalable systems that reduce manual administration improve visibility and ensure consistency across departments.

The ideal candidate will be a strong Zoho expert first with practical experience building no-code and low-code automations as well as integrating multiple business systems together.

This is a full-time long-term role requiring strong communication process-thinking problem-solving and operational awareness.

• Manage configure and optimise the Zoho One ecosystem across the business.
  

• Ensure Zoho operates as the single source of truth across operational workflows.
  

• Build and maintain scalable processes within the following Zoho applications:
  

  • Zoho CRM
    

  • Zoho Projects
    

  • Zoho Flow
    

  • Zoho Analytics
    

  • Zoho Desk
    

  • Zoho Sign
    

  • Zoho People
    

  • Zoho Recruit
    

  • Zoho Vault
    

  • Zoho CPQ
    

• Create structured workflows for sales onboarding account management service delivery finance operations HR and management reporting.
  

• Maintain clean operational structures permissions pipelines and automation logic.
  

• Build and maintain automated workflows that reduce manual administration and remove reliance on memory-based task management.
  

• Create automation systems that automatically:
  

  • Generate tasks
    

  • Assign responsibilities
    

  • Track due dates
    

  • Trigger notifications
    

  • Escalate overdue actions
    

  • Send automated communications
    

• Translate operational requirements into scalable automation logic.
  

• Improve workflow visibility across departments.
  

• Ensure operational processes run consistently regardless of the team member involved.
  

• Optimise and simplify existing workflows where possible.
  

• Implement AI-assisted operational workflows using tools such as ChatGPT and Claude.
  

• Assist in designing AI-supported business processes based on leadership requirements and operational goals.
  

• Build intelligent automations using platforms such as:
  

  • n8n
    

  • Zoho Flow
    

  • Zapier
    

• Create AI-assisted workflows for:
  

  • Task generation
    

  • Communication drafting
    

  • Workflow routing
    

  • Operational assistance
    

  • Internal productivity improvements
    

• Assist with integrating AI capabilities into existing operational systems.
  

• Continuously research and identify opportunities where AI and automation can improve operational efficiency.
  

• Configure and maintain integrations between Zoho and external systems including:
  

  • Microsoft 365
    

  • SharePoint
    

  • Microsoft Teams
    

  • Business WhatsApp platforms
    

• Ensure data consistency between systems.
  

• Build and maintain webhook API and automation-based integrations where required.
  

• Troubleshoot integration failures and workflow issues.
  

• Assist with centralising communication and operational visibility across platforms.
  

• Build dashboards and reporting systems for leadership visibility.
  

• Create operational KPI tracking and workflow reporting.
  

• Assist with automation-based reporting and notifications.
  

• Support departments with process improvements and operational efficiencies.
  

• Ensure operational data remains accurate organised and visible.
  

Absolutely here is a cleaner Zoho Recruit-friendly format you can copy and paste. Ive kept it structured simple and free from awkward formatting that may cause issues.

Essential Experience and Skills

• 3 years proven experience working within Zoho ecosystems workflow automation business systems or operational automation roles.
  

• Strong hands-on experience with Zoho One applications particularly Zoho CRM Zoho Projects Zoho Flow Zoho Analytics and Zoho Desk.
  

• Experience building automations using no-code or low-code platforms such as n8n Zoho Flow Zapier or similar tools.
  

• Practical understanding of AI tools such as ChatGPT and Claude including how they can support business operations and workflow automation.
  

• Experience integrating multiple business systems and platforms.
  

• Familiarity with Microsoft 365 SharePoint Teams and related integrations.
  

• Comfortable working with APIs webhooks triggers and automation logic.
  

• Strong operational and process-thinking mindset with the ability to understand business workflows and convert them into scalable systems.
  

• Strong troubleshooting and problem-solving skills across automations integrations and operational workflows.
  

• Good written and verbal communication skills with the ability to work closely with leadership and operational teams.
  

• Strong organisational skills attention to detail and structured thinking.
  

• Experience with n8n self-hosted environments.
  

• Familiarity with basic scripting or logic-based automation concepts.
  

• Understanding of CRM architecture and operational design.
  

• Experience working with operational reporting and KPI dashboards.
  

• Knowledge of business process mapping and documentation.
  

• Familiarity with WhatsApp integrations and communication automation.
  

• Experience working within agencies or operationally complex businesses.
  

• Exposure to AI-assisted productivity systems and workflow optimisation.
  

• Basic understanding of SQL databases or API authentication methods.
  

• Understanding of scalability automation governance and operational standardisation.
  

• Full-time role 40 hours per week.
  

• UK business hour overlap required.
  

• Long-term position with ongoing operational ownership responsibilities.
  

• Work closely with leadership to implement and improve operational systems.
  

• Maintain high responsiveness and accountability across projects and workflow implementations.