Senior Techno-Functional Zoho Consultant

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Castillians

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2006

Castillians is a company whose publicly available text is inaccessible without JavaScript; the provided content only shows a message asking the user to enable JavaScript. No information about the company's product, services, industry, or target customers can be determined from this text alone.

📋 Description

• Partner with the sales team on qualified opportunities: attend discovery calls, ask the right business and technical questions, and scope client needs accurately. • Lead or co-lead functional discovery workshops with prospects to map current-state processes (CRM, sales, finance, service, operations) against Zoho capabilities. • Design and deliver tailored Zoho demonstrations and proof-of-concepts that speak to the prospect's actual use cases, not generic feature walkthroughs. • Produce solution proposals, high-level effort/cost estimates, statements of work, and licensing recommendations (Zoho One vs. individual apps, tiering, add-ons). • Support RFP/RFI responses and, where relevant, public-sector tender submissions, ensuring technical and functional sections are accurate and defensible. • Act as a credible technical voice in client-facing meetings, building trust ahead of contract signature. • Translate signed-off requirements into functional and technical designs across the Zoho Suite (CRM, Books, Desk, Projects, Analytics, Creator, Flow, and related modules as required). • Configure and customise Zoho applications: modules, layouts, workflows, blueprints, functions (Deluge scripting), approval processes, and automation. • Design and build integrations between Zoho and third-party/legacy systems (APIs, webhooks, middleware) and data migration from source systems. • Own solution documentation: functional specs, configuration workbooks, test scripts, and end-user documentation. • Coordinate UAT with client stakeholders, manage defect resolution, and sign off go-live readiness. • Ensure implementations respect PTL's governance standards for regulated-sector clients, including data protection, access control, and audit-trail requirements (GDPR and, where applicable, sector-specific controls). • Provide post-go-live and managed-services support: troubleshooting, minor enhancements, user queries, and periodic health checks. • Identify opportunities to expand client usage of the Zoho Suite (upsell/cross-sell) and feed these back to the sales team. • Maintain a working knowledge of Zoho's product roadmap and new releases, assessing relevance to existing clients. • Contribute to internal reusable assets: demo environments, accelerators, estimation templates, and reference architectures, to reduce delivery time on future engagements.

🎯 Requirements

• 5+ years of hands-on Zoho Suite implementation experience (CRM required; Books, Desk, Projects, Creator, Flow, and Analytics strongly preferred). • Proven experience scripting in Deluge, and working with Zoho APIs / webhooks for integrations. • Demonstrated pre-sales or client-facing solution consulting experience - comfortable running demos, workshops, and scoping conversations directly with business stakeholders. • Solid understanding of core business processes across sales, marketing, finance, and customer service, and how they map to CRM/ERP-style tooling. • Experience with data migration and third-party integrations (accounting systems, e-commerce, telephony/VoIP, marketing automation, or similar). • Ability to produce clear functional documentation, proposals, and estimates without close supervision. • Comfortable operating in regulated or compliance-sensitive environments; awareness of GDPR and general data governance principles. • Strong stakeholder management and communication skills - able to flex between technical delivery teams and non-technical business sponsors.

🏖️ Benefits

• Clear scope with no ambiguity over deliverables. • Opportunity for repeat engagements based on performance.