Company Description

Next-GrowthStep is a product marketing & growth company working with SaaS, AI, and B2B brands across global markets. We’re looking for a Zoho CRM and Implementation Specialist.

For our internal operations and client-delivery teams, we’re looking for a Zoho CRM Expert who can independently manage, optimise, and automate Zoho across leads, sales, workflows, invoicing, reporting, and integrations.

About the Role

This is NOT a basic CRM operator role.

We want someone who deeply understands Zoho’s ecosystem, can build automations, configure modules, improve data flows, and ensure that the company and clients run efficiently through a well-structured CRM backbone.

You will work directly with the founder and internal teams to manage Zoho across multiple functions.

Joining: Immediate/Within 30 days

Key Responsibilities

1. Zoho CRM Management

Configure, maintain, and optimise Zoho CRM
Manage all modules: Leads, Contacts, Accounts, Deals, Tasks, Notes
Ensure accurate and clean data flow across the CRM
Set up dashboards, reports, workflows, and automation rules.

2. Automations & Integrations

Build workflows using Zoho Flow, Blueprint, and Automation
Connect Zoho CRM with other Zoho apps (Zoho Books, Zoho Campaigns, Zoho Forms, etc.)
Integrate CRM with external platforms (email tools, websites, ad tracking, forms)
Ensure seamless lead-routing, scoring, nurturing, and sales automation.

3. Lead & Sales Management

Create and manage pipelines for sales and marketing funnels
Track leads from capture → qualification → deal → close
Set up automated follow-ups and reminders
Maintain activity logs and pipeline hygiene

4. Invoicing & Financial Workflows

Manage Zoho Invoice setup
Generate invoices, estimate templates, and payment reminders
Coordinate with internal teams on the accounting checkpoint

5. Internal Collaboration

Work closely with marketing, sales, and operations teams
Support the founder with CRM insights, dashboards, and reporting
Set up systems that make team workflows faster and more transparent

6. Reporting & Analytics

Build Daily/Weekly dashboards for:

Lead flow & source performance
Sales pipeline status
Conversion rates
Activity tracking
Revenue and invoicing updates
Suggest improvements based on CRM insights

What We’re Looking For

Technical Skills

2+ years of hands-on experience with Zoho CRM (mandatory)
Strong understanding of Zoho ecosystem:
Zoho CRM, Zoho Campaigns, Zoho Flow, Zoho Forms, Zoho Integration
Deep knowledge of workflows, automation, blueprints, and data mapping
Ability to manage integrations with websites, social media,and landing pages
Comfortable working with reports and custom dashboards
Bonus: Experience with API integrations

Mindset & Personality

Ownership mindset — self-driven & accountable
Works fast, accurate, and without constant guidance
Strong attention to detail
Excellent written and spoken English
Organised, reliable, and solution-oriented
Comfortable in a fast-paced startup environment

Why Join Next-GrowthStep?

Work with SaaS & AI companies globally.
Build scalable CRM systems from the ground up
Fast execution environment with full ownership
Direct exposure to growth and operations
Culture that values trust, accountability, and speed

How to Apply

Send your resume to: meghavi@next-growthstep.com

Subject: Application – Zoho CRM Expert

Next-GrowthStep

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