Zoho Specialist

2 weeks ago

Angeles City, Central Luzon, Philippines Oliluca Accountants Full time ₱520,000 - ₱780,000 per year

About the Role

Own, maintain, and improve our Zoho ecosystem (CRM, Campaigns, Books, Flow, Analytics; later Inventory/Desk) and deliver friendly Level-1 IT support across Microsoft 365. You'll build reliable automations and integrations that help Sales/ Marketing/ Finance/ Operations move faster, run short training via Teams, and keep our environment secure and tidy.

Key Responsibilities

1. Zoho Environment Management

  • Configure and maintain Zoho apps (CRM, Campaigns, Books, Flow, Analytics) aligned to business objectives.
  • Build automations, workflows, validation rules, blueprints, and custom functions to improve data quality and speed.
  • Integrate Zoho with internal and third-party systems (APIs, Zoho Flow, Xero etc).
  • Monitor performance, data hygiene, and usage; propose and implement improvements.
  • Troubleshoot issues and manage changes with basic release notes and rollback plans.

2. IT Support (Microsoft 365 & General)

  • Provide first-line support for hardware, software, and network basics.
  • Administer accounts, permissions, device setups, and access (Entra ID/Azure AD, Exchange, SharePoint/OneDrive, Teams).
  • Log, triage, and close tickets against simple SLAs; maintain a small knowledge base.
  • Escalate complex incidents to vendors or senior technical partners.

3. Training & Enablement

  • Deliver short, practical Teams sessions (30–45 min) for Zoho & Microsoft 365 use cases.
  • Produce user guides, quick-start checklists, and FAQs for onboarding and ongoing adoption.
  • Offer 1:1 support and floor-walking (virtual) to lift confidence and usage.

4. Collaboration & Communication

  • Partner with Sales/Marketing/Finance/Operations to map processes and translate them into reliable workflows.
  • Liaise with Zoho Support and external vendors when deeper technical help is needed.
  • Communicate clearly, document decisions, and show patience and empathy with non-technical users.

Qualifications & Experience

  • Graduate of Information Technology, Computer Science, or any related field.
  • 2 to 4 years administering Zoho (CRM mandatory) with hands-on customization (layouts, modules, workflows, blueprints).
  • Experience with deluge or equivalent scripting; comfort reading API docs and using tokens/webhooks.
  • Practical Microsoft 365 administration: user provisioning, Teams/SharePoint basics, mail/Groups, MFA.
  • Solid troubleshooting across Windows/Mac, browsers, and common SaaS tools.
  • Strong communication: turn requirements into simple workflows; write clear guides and tickets.
  • Zoho Flow, Analytics, Books/Inventory experience; Zoho One administration.
  • Data skills: deduping, imports/exports, segmenting lists, basic reporting dashboards.
  • Power Automate/Power BI basics; Intune device management fundamentals.
  • Basic security hygiene: MFA enforcement, permission reviews, audit logs.
  • Familiarity with marketing ops (lists, campaigns) and sales ops (pipelines, SLAs, handoffs).

Personality traits:

  • Highly efficient and organised, with strong attention to detail.
  • Open to constructive feedback and handles corrections well.
  • Team player with excellent interpersonal skills.
  • Proactively seek solutions for identified issues.
  • Excellent time management skills and meets deadlines consistently.
  • Disciplined and maintains a positive attitude towards work.
  • Demonstrates accountability through effective team collaboration.

Benefits we offer:

  • Medical Insurance / HMO
  • Paid Sick and vacation leaves
  • Holiday Break
  • Fun and positive working environment
  • Performance Review / Appraisal
  • Government mandated benefits

Our Core Values:

  • Responsive and Professional
  • Collaborative and engaged
  • Accountable and responsible
  • Respectful and Supportive
  • Adaptable and Flexible
  • Growth and Commitment

Job Type: Full-time

Pay: Php65, Php85,000.00 per month

Benefits:

  • Health insurance
  • Paid training

Ability to commute/relocate:

  • Angeles: Reliably commute or planning to relocate before starting work (Required)

Education:

  • Bachelor's (Required)

Experience:

  • Administering Zoho: 2 years (Required)

Work Location: In person

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