Expert in Jewelry Business Migration and Automation

7 days ago

Rizal, Philippines beBeeZoho Full time ₱150,000 - ₱300,000
Job Title: Zoho Expert

We are seeking a highly skilled Zoho expert to migrate our jewelry company's core operations, including inventory, customer management, sales tracking, invoicing, and integrations to Zoho One. The ideal candidate will ensure a seamless transition, optimize workflows, and manage the Zoho ecosystem effectively post-migration.

The right individual will have expertise in system migration, Zoho CRM & Books Management, integration & automation, process optimization, security & user management, training & support, and ongoing system maintenance.

Key responsibilities include:

  • Migrate inventory, customer data, sales records, invoices, and integrations to Zoho with minimal disruption.
  • Configure and optimize Zoho CRM, Zoho Books, and other Zoho applications for sales and financial efficiency.
  • Set up third-party integrations using Zoho Flow, Zapier, Make (Integromat), or Pabbly Connect.
  • Develop custom scripts to automate tasks and enhance workflow efficiency.
  • Ensure data security, manage user roles and permissions, and establish best practices for system use.
  • Provide training to team members on Zoho functionalities, troubleshoot system issues, and optimize performance.

Required skills and qualifications:

  • Proven expertise in Zoho One (Zoho CRM, Zoho Books, Zoho Inventory, Zoho Analytics, Zoho Desk, and Zoho Creator).
  • Experience in data migration for inventory, sales, and financial records from other platforms to Zoho.
  • Strong knowledge of automation tools, including Deluge scripting, Zapier, Make/Integromat, and Pabbly Connect.
  • Ability to integrate Zoho APIs with third-party applications.
  • Background in business process automation and optimization for jewelry or retail industries.
  • Excellent analytical skills to assess workflow efficiency and implement improvements.
  • Ability to train and support users in Zoho functionalities and troubleshooting.
  • Detail-oriented and organized, ensuring data accuracy during migration and system management.

Preferred qualifications include experience working with jewelry businesses or e-commerce brands, familiarity with accounting systems like QuickBooks for financial reconciliation, and knowledge of SEO/marketing tools for sales optimization within Zoho.

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