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Account Manager -Zoho CRM Specialist
Reason for Reporting
About the Role
Our client is seeking a highly organized, client-focused Account Manager with deep expertise in the Zoho One ecosystem. In this role, you’ll be the trusted advisor for clients — leading discovery, implementation, and optimization of Zoho CRM and related applications. You’ll translate business needs into workflows, manage project execution, and build lasting client relationships.
This position blends Client-Facing Implementation & Project Management (60%) with Client Outreach & Relationship Management (40%). If you thrive on solving CRM challenges and enjoy working directly with clients, this is the role for you.
What You’ll Do
- Lead client kickoff calls, gather requirements, and design Zoho-based solutions
- Build workflows, automations, and custom functions (Deluge scripting) across Zoho CRM, Projects, Creator, Flow, and more
- Manage tasks and timelines in Zoho Projects/Sprints, ensuring smooth delivery
- Maintain CRM data integrity, reporting dashboards, and pipeline optimization
- Collaborate with developers and internal teams to deliver high-quality solutions
- Provide training via live demos, tutorials, and tailored documentation
- Conduct regular client check-ins, performance reviews, and strategic planning sessions
- Identify upsell opportunities and expand client accounts with additional Zoho apps
What We’re Looking For
- 2–4 years of experience in Zoho CRM administration, implementation, or account management
- Strong knowledge of Zoho One ecosystem: CRM, Campaigns, Flow, Projects, Creator, Analytics, Desk
- Proficiency with Deluge scripting, webhooks, and basic API integrations
- Excellent communication skills — able to simplify technical solutions for business users
- Strong project management skills with the ability to juggle multiple accounts
- Experience creating SOPs, Loom-style recordings, and documentation
- Self-motivated, deadline-driven, and process-oriented
Why Join?
- Work directly with diverse clients to shape their CRM success
- Be part of a collaborative, growth-focused team
- Opportunity to expand your expertise across the Zoho ecosystem
- Competitive compensation and career growth potential
How to Apply: Send your CV and a brief cover letter highlighting your Zoho experience to amanda@connect2growth.co.za
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