Senior Techno-Functional Zoho Consultant

This is a fully remote position, open to applicants in Ireland.

📋 Description

• Collaborate with the sales team on qualified opportunities: participate in discovery calls, ask pertinent business and technical questions, and accurately assess client requirements.

• Lead or co-facilitate functional discovery workshops with potential clients to align current-state processes (CRM, sales, finance, service, operations) with Zoho capabilities.

• Develop and present customized Zoho demonstrations and proof-of-concepts that address the prospect's specific use cases rather than generic feature overviews.

• Create solution proposals, high-level effort/cost estimates, statements of work, and licensing recommendations (Zoho One vs. individual applications, tiering, add-ons).

• Assist with RFP/RFI responses and, where applicable, public-sector tender submissions, ensuring that technical and functional sections are precise and justifiable.

• Serve as a credible technical representative in client-facing meetings, fostering trust prior to contract signing.

• Convert approved requirements into functional and technical designs across the Zoho Suite (CRM, Books, Desk, Projects, Analytics, Creator, Flow, and related modules as necessary).

• Configure and customize Zoho applications: modules, layouts, workflows, blueprints, functions (Deluge scripting), approval processes, and automation.

• Design and implement integrations between Zoho and third-party/legacy systems (APIs, webhooks, middleware) and manage data migration from source systems.

• Oversee solution documentation: functional specifications, configuration workbooks, test scripts, and end-user documentation.

• Coordinate UAT with client stakeholders, manage defect resolution, and approve go-live readiness.

• Ensure implementations adhere to PTL's governance standards for regulated-sector clients, including data protection, access control, and audit-trail requirements (GDPR and any applicable sector-specific controls).

• Provide post-go-live and managed-services support: troubleshooting, minor enhancements, user inquiries, and periodic health checks.

• Identify opportunities to enhance client usage of the Zoho Suite (upsell/cross-sell) and communicate these back to the sales team.

• Maintain current knowledge of Zoho's product roadmap and new releases, evaluating their relevance to existing clients.

• Contribute to internal reusable assets: demo environments, accelerators, estimation templates, and reference architectures, to streamline delivery on future projects.

⛳️ Requirements

• Over 5 years of hands-on experience with Zoho Suite implementation (CRM required; strong preference for Books, Desk, Projects, Creator, Flow, and Analytics).

• Proven expertise in Deluge scripting and working with Zoho APIs/webhooks for integrations.

• Demonstrated pre-sales or client-facing solution consulting experience, comfortable conducting demos, workshops, and scoping discussions directly with business stakeholders.

• Strong understanding of core business processes across sales, marketing, finance, and customer service, and their integration with CRM/ERP-style tools.

• Experience in data migration and third-party integrations (accounting systems, e-commerce, telephony/VoIP, marketing automation, or similar).

• Ability to create clear functional documentation, proposals, and estimates independently.

• Comfortable working in regulated or compliance-sensitive environments; knowledge of GDPR and general data governance principles.

• Excellent stakeholder management and communication skills; able to navigate between technical delivery teams and non-technical business sponsors.

🏝️ Benefits

• Clear scope with no ambiguity regarding deliverables.

• Opportunity for repeat engagements based on performance.