Zoho CRM Architect & Developer

Job Overview

We are seeking an experienced Zoho CRM Architect & Developer to design, build, and maintain our Zoho CRM as the central system for our sales, purchasing, vendor management, and financial operations.

This is not a basic configuration or admin role. You will own the technical architecture of the platform — building custom modules, integrating external systems and distributors, automating business processes, ensuring data accuracy, and scaling the system as the company grows.

You will act as both developer and system architect, translating operational requirements into reliable, automated workflows.

CRM Architecture & System Design

• Design overall CRM structure and data model
• Define best practices for modules, relationships, naming conventions, and scalability
• Ensure system performance, stability, and maintainability
• Plan for long-term growth and new feature expansion

Custom Development

• Develop using Deluge scripting, Zoho APIs, and custom functions
• Build and maintain custom modules including: Vendors, Products/Catalogs, Quotes, Sales Orders, Purchase Orders, RMAs, Vendor Bills, Invoices, Credit Memos
• Implement advanced automation using workflows, blueprints, and validation rules

Distributor & Third-Party Integrations

• Integrate distributor systems (Ingram Micro, D&H, TD SYNNEX, etc.)
• Automate product catalog imports and real-time updates
• Sync pricing, availability, and order data
• Build and maintain API integrations with external services
• Monitor and maintain integration reliability

Financial & Accounting Workflows

• Design complete quote-to-cash and procure-to-pay processes
• Apply credits and credit memos to customer accounts
• Track vendor invoices and purchasing
• Configure accounting categories and revenue tracking
• Configure tax logic: US State Tax Rules, Tax exemptions, Canadian eco-fees for hardware
• Integrate payment gateways/credit card processing
• Integrate with Zoho Books or other accounting systems as needed

Automation & Process Optimization

• Create Blueprints to enforce standardized processes
• Eliminate manual tasks through automation
• Improve operational efficiency and data accuracy
• Identify bottlenecks and propose improvements

Reporting & Analytics

• Build real-time dashboards and reports for: Opportunities & pipeline, Quotes & orders, Revenue & margins, Invoicing & collections, Vendor purchasing
• Create executive-level KPIs and operational metrics

Data Management & Governance

• Maintain clean, normalized, and accurate data
• Manage imports, migrations, and duplication
• Implement validation rules and data controls
• Manage backups and system integrity

Security & Permissions

• Configure roles, profiles, and user permissions
• Ensure secure handling of financial and customer data
• Implement access controls and audit practices

Support & Maintenance

• Troubleshoot system issues and integration errors
• Respond to internal support tickets
• Perform ongoing enhancements and updates
• Document all configurations and processes

Future Scope

• Develop an online customer portal/storefront within Zoho
• Enable customers to place orders directly through the CRM
• Expand automation and self-service features

Required Qualifications

• 3 years hands-on Zoho CRM development experience
• Strong Deluge scripting skills
• Experience with Zoho APIs and third-party integrations
• Experience building complex workflows and blueprints
• Experience handling large product catalogs and pricing automation
• Strong understanding of accounting/ERP processes (invoicing, credits, taxes, vendor bills)
• Experience with payment gateway integrations
• Ability to architect scalable systems, not just configure modules

Preferred / Nice To Have

• Zoho Creator experience
• Zoho Books or Zoho Finance Suite experience
• Experience in IT distribution/reseller environments
• E-commerce or portal development
• REST API and middleware experience
• SQL or database design knowledge

Key skills/competency

• Zoho CRM Development
• Systems Integration
• Deluge Scripting
• API Integrations
• Workflow Automation
• Data Architecture
• Financial Workflows
• Reporting & Analytics
• CRM Customization
• Process Optimization