Zoho CRM Specialist

##Overview 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. Structure: Contract (1099 or corp-to-corp), with the potential to grow into an ongoing relationship. Key Responsibilities CRM Audit & Restructuring Assess the current Zoho CRM configuration — modules, custom fields, layouts, blueprints, workflow rules, and automation — and document what's working, what's redundant, and what's misaligned with the business. Re-organize the CRM structure to fit the client's actual sales and operations processes, consolidating or retiring legacy modules, fields, and automations where appropriate. Plan and execute changes safely on a live system: data cleanup, field remapping, deduplication, and record migration without disrupting day-to-day CRM users. Review and rationalize roles, profiles, and data-sharing rules to support a multi-team environment. 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.