Zoho CRM & Analytics Specialist (Zoho Expert)

Geeks on Site is a nationally recognized tech support and installation firm founded in 2002, serving over 150 cities across the U.S. The company specializes in a full suite of IT services for home and business clients, with approximately 200-500 employees. The role is for Otte Polo Group, reporting to the CEO within the Operations / Business Intelligence department.

Required:

• 3+ years 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 for technical and non-technical audiences.
• Advanced Excel or Google Sheets skills.

Preferred:

• 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 related field.

Zoho Platform Administration:

• Serve as subject matter expert for Zoho One and integrated applications.
• Maintain and optimize Zoho CRM, FSM, Billing, Analytics, and related products.
• Configure custom modules, fields, layouts, workflows, validation rules, and permissions.
• Recommend platform improvements and ensure scalable system configuration.

Business Intelligence & Reporting:

• Design executive dashboards and operational reports within Zoho Analytics.
• Develop frameworks consolidating data across CRM, FSM, Billing, and other systems.
• Build self-service dashboards for real-time KPI monitoring.
• Design metrics supporting operational and strategic decisions.
• Create automated reporting schedules and KPI scorecards.
• Ensure reporting accuracy through data modeling and validation.

Data Management & Analytics:

• Design and maintain centralized reporting data model.
• Identify and resolve data inconsistencies across Zoho applications.
• Improve data quality, governance, and reporting reliability.
• Develop historical reporting for trend analysis and forecasting.
• Partner with stakeholders to define KPI definitions and standards.

Automation & Process Improvement:

• Develop custom workflows using Zoho Deluge scripting.
• Build automation to eliminate manual processes.
• Create custom functions, scheduled workflows, and business rules.
• Configure integrations between Zoho and third-party platforms.
• Identify opportunities to streamline operations via automation.

Cross-Functional Collaboration:

• Partner with Sales, Operations, Finance, Customer Service, and Leadership to understand needs.
• Translate business requirements into scalable technical solutions.
• Provide recommendations to improve business processes.
• Participate in system enhancements and digital transformation projects.

User Support & Training:

• Serve as primary Zoho platform contact.
• Train users on best practices and new capabilities.
• Develop SOPs, user guides, and documentation.
• Support adoption of new features and improvements.

Leadership & Strategic Responsibilities:

• Recommend business process improvements based on platform capabilities.
• Evaluate new Zoho applications and features.
• Define long-term reporting and business intelligence strategy.
• Collaborate with leadership on system enhancement priorities.
• Ensure Zoho ecosystem supports growth and scalability.