Zoho CRM Specialist

UCSF Division of Clinical Informatics and Digital Transformation (DoC-IT)

Zoho CRM Specialist optimizing existing CRM systems for Augusto Digital, providing CRM consulting and integration expertise. Collaborating with teams to enhance workflows and processes in a structured approach.

Posted 7/24/2026contractRemote • Missouri • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Zoho CRM configuration, including modules, blueprints, and workflow automation, while effectively managing integrations and delivering tailored solutions. Capable of guiding stakeholders through process improvements and ensuring successful adoption of CRM practices.

Highest-signal resume keywords

Zoho CRM ExpertiseIntegration SkillsDeluge ScriptingCRM Process DesignZoho Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Zoho CRM ConfigurationWorkflow AutomationREST APIsWebhooksDeluge ScriptingPipeline ManagementReportingChange CommunicationMiddleware IntegrationCRM Migration

Soft Skills

Independent WorkProactive CommunicationStakeholder EngagementCollaboration

Tools & Technologies

Zoho FlowN8nZapierZoho BooksZoho DeskZoho CampaignsZoho AnalyticsZoho Creator

Certifications & Qualifications

Zoho CRM Certified ConsultantZoho CRM Certified Administrator

Industry Keywords

CRM Workflow ConsultingLead ManagementOperational VisibilityIntegration ArchitectureData Flow

Tech Stack

Tools & technologies

JavaScriptPythonTypeScript

About the role

Key responsibilities & impact

CRM Workflow & Process Consulting
Work with stakeholders to understand how the CRM is used today, then redesign workflows, lead management, pipeline stages, assignment rules, notifications, and reporting around the improved structure.
Advise stakeholders on CRM best practices and recommend the right Zoho-native approach vs. custom development.
Guide the client's team through structural changes, including communication, documentation, and light training so adoption sticks.
Build dashboards and reports that give the client's team clear operational visibility.
Platform Integration Support
Support integration between Zoho CRM and the rest of the client's platform using Zoho's REST APIs, webhooks, and middleware.
Write Deluge functions and scripts where native configuration isn't enough.
Collaborate with Augusto engineers on integration architecture, data flow, sync strategy, error handling, and API authentication.
Collaboration & Communication
Partner with Augusto engineering leads and the client's team to deliver production-ready solutions.
Explain configuration decisions, trade-offs, and limitations clearly to both technical and non-technical stakeholders.
Work independently, own deliverables, and communicate progress proactively.

Requirements

What you’ll need

Zoho CRM Expertise
Hands-on experience administering and improving existing Zoho CRM instances, not just net-new implementations.
You've untangled someone else's configuration before.
Deep knowledge of Zoho CRM configuration: modules, blueprints, workflow rules, automation, and role/profile security.
Solid understanding of CRM process design, lead-to-close workflows, pipeline management, and reporting.
Experience making structural changes on live systems with real users and real data, including rollback planning and change communication.
Integration Skills
Experience with Zoho CRM's REST APIs and webhooks.
Working knowledge of Deluge scripting for custom functions and automation.
Experience connecting Zoho to external systems via middleware (n8n, Zoho Flow, Make, Zapier) or direct API integration.
Delivery Skills
Independent, self-managed, and comfortable owning deliverables in a fast-paced environment.
Able to gather requirements directly from client stakeholders and turn them into a working configuration.
Bonus Skills (Nice to Have)
Broader Zoho One ecosystem experience (Zoho Books, Desk, Campaigns, Analytics, Creator).
Zoho certification (Zoho CRM Certified Consultant/Administrator).
Familiarity with JavaScript, Python, or TypeScript for integration work.
Experience with automation platforms like n8n and AI-assisted workflows.
Experience migrating clients from other CRMs (Salesforce, HubSpot, Pipedrive) into Zoho.

Benefits

Comp & perks

Impactful Work: Contribute to projects that make a significant impact for growing businesses.
Professional Growth: Opportunities for continuous learning and development in a dynamic and supportive environment.
Collaborative Culture: Work with a team of skilled professionals who are passionate about delivering value and driving growth.
Innovation: Be part of a company that puts AI and automation to work for its clients and encourages new ideas and approaches.