Zoho CRM Specialist

Augusto Digital is looking for an experiencedZoho CRM Specialistto join us on a contract basis with the potential to grow into an ongoing role. Youll work with anexisting in-production Zoho CRM instancethat needs expert attention: assessing how its currently configured re-organizing its structure to match how the business actually operates and preparing it for integration into a larger custom application ecosystem. This is not a greenfield build and not a standalone admin role its a restructure-and-integrate engagement on a live system.

This is ideal for a mid to senior-level Zoho practitioner who has cleaned up and optimized existing CRM installs before is comfortable advising on process design and can work alongside engineers on API-level integration.

• Term: 3-month initial engagement renewable based on ongoing workload and fit.
• Commitment: Approximately 1020 hours per week with the heavier end expected during the initial restructuring and integration build window.
• Location: Remote.

CRM Workflow & Process Consulting

• Work with stakeholders to understand how the CRM is used today then redesign workflows lead management pipeline stages assignment rules notifications and reporting around the improved structure.
• Advise stakeholders on CRM best practices and recommend the right Zoho-native approach vs. custom development.
• Guide the clients team through structural changes including communication documentation and light training so adoption sticks.
• Build dashboards and reports that give the clients team clear operational visibility.

Platform Integration Support

• Support integration between Zoho CRM and the rest of the clients platform using Zohos REST APIs webhooks and middleware.
• Write Deluge functions and scripts where native configuration isnt enough.
• Collaborate with Augusto engineers on integration architecture data flow sync strategy error handling and API authentication.

Collaboration & Communication

• Partner with Augusto engineering leads and the clients team to deliver production-ready solutions.
• Explain configuration decisions trade-offs and limitations clearly to both technical and non-technical stakeholders.
• Work independently own deliverables and communicate progress proactively.

Zoho CRM Expertise

• Hands-on experience administering and improving existing Zoho CRM instances not just net-new implementations. Youve untangled someone elses configuration before.
• Deep knowledge of Zoho CRM configuration: modules blueprints workflow rules automation and role/profile security.
• Solid understanding of CRM process design lead-to-close workflows pipeline management and reporting.
• Experience making structural changes on live systems with real users and real data including rollback planning and change communication.

Integration Skills

• Experience with Zoho CRMs REST APIs and webhooks.
• Working knowledge of Deluge scripting for custom functions and automation.
• Experience connecting Zoho to external systems via middleware (n8n Zoho Flow Make Zapier) or direct API integration.

Delivery Skills

• Independent self-managed and comfortable owning deliverables in a fast-paced environment.
• Able to gather requirements directly from client stakeholders and turn them into a working configuration.

• Broader Zoho One ecosystem experience (Zoho Books Desk Campaigns Analytics Creator).
• Zoho certification (Zoho CRM Certified Consultant/Administrator).
• Familiarity with JavaScript Python or TypeScript for integration work.
• Experience with automation platforms like n8n and AI-assisted workflows.
• Experience migrating clients from other CRMs (Salesforce HubSpot Pipedrive) into Zoho.

Please include a short description and example(s) of previous work that demonstrate your experience with:

• An existing Zoho CRM instance you audited and restructured what state it was in what you changed and how you managed the transition for its users.
• An integration you built between Zoho CRM and an external system (API webhook or middleware).
• A CRM process or workflow you redesigned and the business outcome it supported.

Impactful Work:Contribute to projects that make a significant impact for growing businesses.Professional Growth:Opportunities for continuous learning and development in a dynamic and supportive environment.Collaborative Culture:Work with a team of skilled professionals who are passionate about delivering value and driving growth.Innovation:Be part of a company that puts AI and automation to work for its clients and encourages new ideas and approaches.

Augusto Digital is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.