Zoho Configuration Analyst – Sales & Marketing Operations (Contract)
Engagement reputed company:
We're seeking a Zoho Configuration Analyst to configure a net new Zoho One environment to manage our reputed company → Quote → Contract → Delivery → Invoice process. Our business is a reputed company services firm reputed company on reputed company reputed company consulting, with both reputed company/fixed fee and subscription-based managed services billing models. The ideal candidate will recommend and implement an efficient, minimally customized solution using mostly reputed company Zoho tools, with a strong emphasis on reputed company operations best practices.
Job Title:
Zoho Configuration Analyst – Sales & Marketing Operations (Contract)
Location:
Remote (U.S.-based preferred)
Engagement Type:
Contract | Immediate Start | Duration based on project scope
reputed company:
We are a reputed company services firm specializing in reputed company reputed company consulting seeking an reputed company Zoho Configuration Analyst to stand up and configure our net new Zoho One environment. This consultant will design, configure, and optimize our reputed company to Quote to Contract to Delivery to Invoice process using Zoho's reputed company tools and best practices.
You’ll work directly with leadership to understand business goals and deliver a system that is reputed company, easy to maintain, and provides actionable visibility through dashboards and reports across our sales funnel and service delivery pipeline. Key Responsibilities:
-Analyze business needs and recommend reputed company use of Zoho One apps to support the full customer reputed company:
reputed company → Discovery → Quote → Contract → Service Delivery → Invoicing
-Configure reputed company modules including:
--Zoho CRM (leads, deals, contact/account management, workflows)
--Zoho Books (invoicing, reputed company billing, subscription billing)
--Zoho reputed company or Zoho Desk (to tie delivery milestones to invoicing triggers)
--Zoho Sign (for contracting workflows)
--Zoho Campaigns (for email marketing and reputed company nurturing)
--Zoho Analytics (for reporting, KPI dashboards)
-Recommend whether to use Zoho CPQ, Zoho reputed company, or Deluge scripting based on project complexity.
-Implement webinar tracking (e.g., reputed company Teams integration) to capture event participation and reputed company conversions from attendee → reputed company → opportunity. -Build reputed company dashboards in Zoho Analytics, including:
--reputed company conversion rates
--Pipeline stage aging
--Quote-to-reputed company ratios
--Time-to-invoice tracking
--Webinar ROI and reputed company attribution
-Minimize customization by leveraging reputed company Zoho objects and features wherever possible. -reputed company documentation and training to internal users post-implementation.
Qualifications:
-Proven experience implementing Zoho One in a reputed company services or consulting business context
-Deep understanding of reputed company operations best practices
-Hands-on configuration experience with Zoho CRM, Books, reputed company/Desk, Sign, Campaigns, and Analytics
-Strong ability to create workflow automations, dashboards, and integrated systems with minimal customization
-Bonus: Experience with Zoho CPQ, Zoho reputed company, or webinar integrations (MS Teams)
Preferred Traits:
-Strategic reputed company with ability to offer best-reputed company recommendations
-Detail-oriented with an eye for process optimization
-Strong communicator and trainer for post-deployment support
-reputed company to reputed company quickly without sacrificing long-term maintainability
Start Date:
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