Key skills
CRMCommunicationCollaboration
About this role
Role Overview
- Implementing and customizing Zoho CRM modules (Deals, Leads, Pipelines)
- Setting up workflows, blueprints, and custom functions (Deluge)
- Integrating Zoho Projects and Zoho Books for delivery and finance automation
- Supporting client onboarding and documenting key processes
- Coordinating with designers and the finance team on client proposals
Requirements
- 2–5 years of experience within the Zoho One ecosystem
- Proven experience with CRM customization and automation
- Familiarity with Deluge scripting and Blueprint automation
- Basic understanding of project and finance modules (Zoho Projects, Zoho Books)
- Strong communication skills and ability to work remotely
- Proficiency in Portuguese or English
- Commitment to deadlines and collaborative teamwork
Benefits
- Flexible, project-based collaboration
- Long-term partnership opportunities with Profit-Tech
- Work directly with the CEO on strategic implementations
- Recognition and inclusion in Profit-Tech’s partner portfolio
- Access to training materials and internal methodology