Zoho CRM & Analytics Specialist, Zoho Expert

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Geeks on Site

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2002

👥 B2C

🤝 B2B

🔐 Security

B2C • B2B • Security

Geeks on Site is a nationwide tech-services company offering both on-site and remote support for residential and commercial customers. They provide computer and laptop repair, virus/malware removal, data recovery, printer and POS system services, smart home device installation (thermostats, doorbells, speakers, lighting, security cameras), TV mounting and home theater installation, and managed IT/outsourced IT for businesses. The company emphasizes same-day service, certified technicians, and membership plans for ongoing support.

📋 Description

• Serve as the company's subject matter expert for Zoho One and all integrated applications. • Maintain and optimize Zoho CRM, FSM, Billing, Analytics, and related Zoho products. • Configure custom modules, fields, layouts, workflows, validation rules, and permissions. • Recommend platform improvements based on evolving business needs. • Ensure system configuration follows best practices and remains scalable. • Design executive dashboards and operational reporting within Zoho Analytics. • Develop reporting frameworks that consolidate data across CRM, FSM, Billing, and other business systems. • Build self-service dashboards that allow leadership to monitor KPIs in real time. • Design meaningful metrics that support operational and strategic decision-making. • Create automated reporting schedules and KPI scorecards for business leaders. • Ensure reporting accuracy through proper data modeling and validation. • Design and maintain a centralized reporting data model. • Identify and resolve data inconsistencies across Zoho applications. • Improve overall data quality, governance, and reporting reliability. • Develop historical reporting solutions for trend analysis and forecasting. • Partner with stakeholders to define KPI definitions and reporting standards. • Develop custom workflows using Zoho Deluge scripting. • Build automation to eliminate manual processes whenever possible. • Create custom functions, scheduled workflows, and business rules. • Configure integrations between Zoho applications and third-party platforms. • Continuously identify opportunities to streamline operations through automation. • Partner with Sales, Operations, Finance, Customer Service, and Executive Leadership to understand reporting and operational needs. • Translate business requirements into scalable technical solutions. • Provide recommendations on how to improve business processes using Zoho. • Participate in cross-functional projects involving system enhancements and digital transformation initiatives. • Serve as the internal Zoho expert and primary point of contact for platform-related questions. • Train users on best practices and new system capabilities. • Develop SOPs, user guides, and documentation for Zoho processes. • Support user adoption of new features and process improvements. • Recommend improvements to business processes based on platform capabilities. • Evaluate new Zoho applications and features that may benefit the organization. • Help define the company's long-term reporting and business intelligence strategy. • Collaborate with leadership to prioritize future system enhancements. • Ensure the Zoho ecosystem supports organizational growth and scalability.

🎯 Requirements

• 3+ years of experience administering Zoho CRM and/or Zoho One. • B2 English level. • Strong experience with Zoho Analytics. • Experience building executive dashboards and operational reports. • Hands-on experience with Zoho Deluge scripting. • Experience configuring workflows, automation, and custom functions. • Strong understanding of CRM data structures and relational databases. • Advanced analytical and problem-solving skills. • Excellent communication skills with the ability to explain technical concepts to non-technical audiences. • Advanced Excel or Google Sheets skills. • Experience with Zoho FSM. • Experience with Zoho Billing or Zoho Books. • Experience integrating Zoho with third-party applications using APIs. • SQL knowledge. • Experience with Power BI, Tableau, or similar BI platforms. • Familiarity with ETL concepts and data warehousing. • Experience supporting field service or home service organizations. • Bachelor's degree in Information Systems, Computer Science, Business Analytics, Engineering, or a related field.

🏖️ Benefits

• Competitive salary. • Paid time off and holidays. • Opportunity to lead the organization's Zoho strategy. • Exposure to executive leadership. • High-impact role with significant influence on business operations. • Professional development and certification opportunities.