Zoho CRM Specialist - Zoho (Remote)

Zoho CRM SpecialistOverview

Augusto Digital is looking for an experienced Zoho CRM Specialist to join us on a contract basis, with the potential to grow into an ongoing role. You'll work with an existing, in-production Zoho CRM instance that needs expert attention: assessing how it's currently configured, re-organizing its structure to match how the business actually operates, and preparing it for integration into a larger custom application ecosystem. This is not a greenfield build and not a standalone admin role, it's a restructure-and-integrate engagement on a live system.


This is ideal for a mid to senior-level Zoho practitioner who has cleaned up and optimized existing CRM installs before, is comfortable advising on process design, and can work alongside engineers on API-level integration.

Engagement Details
  • Term: 3-month initial engagement, renewable based on ongoing workload and fit.
  • Commitment: Approximately 10–20 hours per week, with the heavier end expected during the initial restructuring and integration build window.
  • Location: Remote.
Key Responsibilities
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.
Required Skills & Qualifications
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.
To Apply

Please include a short description and example(s) of previous work that demonstrate your experience with:


  • An existing Zoho CRM instance you audited and restructured, what state it was in, what you changed, and how you managed the transition for its users.
  • An integration you built between Zoho CRM and an external system (API, webhook, or middleware).
  • A CRM process or workflow you redesigned and the business outcome it supported.
Why Join Us

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.


Augusto Digital is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.




Remote

Skills:
Application Programming Interface (API), Artificial Intelligence (AI), Auditing, Authentication, Automation, Best Practices, Blueprints, CRM Integration, Campaigns, Consulting, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer/Client Research, Diversity, Documentation, Ecosystems, Error Handling, JavaScript, Lead Management, Middleware, Python Programming/Scripting Language, REST (Representational State Transfer), Reporting Dashboards, Sales Pipeline, Salesforce.com, Scripting (Scripting Languages), Zoho Reports


undefined:
Augusto Digital



Back to blog

Other Jobs To Apply

Senior Games Tester

Entry Sales to Management (Virtual)

Center Manager

Sr. Process Engineer, Amazon Air

Fulfillment Workplace Health and Safety Specialist Intern 2026 - AZ, CA, CO, NM, NV, OH, OK, TX, UT, WA

Overnight Security Dispatcher (Remote - Texas Only) | Special Events & Account Support

Contract Interior Design - In-Person at Havenly: 100% Remote (NY, IL)

Warehouse Package Handler

Delivery Station Customer Service Associate, DSL

Director, Corporate Development & Special Projects

Sr. Mgr, EAP, EAP

Prime Air Ground Handler, Amazon Prime Air

Principal Business Development Lead , Amazon Shipping

Retail Lead Associate (Reduced-Time), Customer Experience Operations

amazon warehouse associate $15+/ Hour (Sign on Bonus)!

Maintenance

Costco Wholesale Careers in Maize, KS

Dispatch Operations Specialist, Remote Gate Management (RGM)

flex driver

RN- Telephone triage

Shipping and Receiving

Remote Technical Support Specialist

Remote Career Starter Role (Entry-Level | Training Provided | WFH) Start ASAP

Online Evening Shift Positions | $25–$35/Hour Digital Chat Customer Service – Work Overnight Any Location

Data Center Controls Tech, Lubbock, Texas

Full-Time Center Associate

Walmart Customer Service Representative (Remote)

Aetna/CVS Health Virtual Underwriting Externship Program - Intro to Insurance & Underwriting

IT Support Associate II

Area Manager II

Sr. Threat Hunting Intelligence Analyst (Remote, East/Central)

Delivery Driver for Amazon Delivery Service Partner

flex driver

Entry-Level Proofreader (Remote - English Content)

Senior Site EHS Manager

Area Manager II

Amazon Delivery Driver

Amazon Delivery Driver Philadelphia

flex driver

Prime Air Ground Handler, Amazon Prime Air

Amazon Warehouse Equipment Operator

Server - Full-time / Part-time

REMOTE CALL CENTER REPRESENTATIVE – WORK FROM HOME

Join Our Team of Remote Customer Service Pros - Earn 19 Per Hour

HIRING NOW - Amazon Delivery Driver - DSP

amazon warehouse associate $15+/ Hour (Sign on Bonus)!

Remote Chat Support Agent

Category Manager, Packaging, Global Procurement Operations (GPO)

Remote Customer Service Specialist

Freight Conductor - Toledo/Walbridge, OH

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...