Remote Raven is hiring a Zoho Account Manager to serve as the primary point of contact for clients, leading discovery, implementation, and post-launch optimization. This client-oriented role is split between Client-Facing & Project Execution (60%) and Client Outreach & Relationship Management (40%).
What You'll Do
- Lead client kickoff calls to gather requirements, diagnose CRM pain points, and propose Zoho-based solutions.
- Translate client goals into structured project plans, roadmaps, workflows, and automations within the Zoho ecosystem.
- Create, manage, and assign tasks using project management tools to ensure timely delivery and documentation.
- Build, test, and implement automation rules, blueprints, and custom functions using Deluge scripting.
- Oversee data integrity, custom reporting dashboards, and pipeline optimization in CRM.
- Collaborate cross-functionally with internal teams and developers to ensure quality and alignment across all deliverables.
- Produce clear task documentation, SOPs, and screen-recorded walkthroughs to support client onboarding.
- Maintain proactive communication with clients to ensure satisfaction, adoption, and upsell opportunities.
- Conduct regular check-ins, performance reviews, and strategic planning sessions to assess CRM ROI.
- Identify expansion or optimization opportunities within client accounts.
- Support training delivery through live demos, video tutorials, and tailored help documentation.
- Ensure timely feedback collection and follow-through on support tickets or implementation updates.
What We're Looking For
- 2–4 years of experience in Zoho CRM administration, implementation, or account management.
- Strong working knowledge of the Zoho One ecosystem: CRM, Campaigns, Flow, Projects, Creator, Analytics, and Desk.
- Comfortable with Deluge scripting, webhooks, and basic API integrations.
- Excellent verbal and written communication skills—able to translate technical solutions into simple, business-focused language.
- Strong project management and client communication skills, with the ability to juggle multiple implementations and client accounts.
- Experience creating Loom-style screen recordings, SOPs, and task documentation.
- Self-motivated, deadline-driven, and process-oriented.
Technical Stack
- Zoho CRM
- Zoho Projects
- Zoho Creator
- Zoho Flow
- Zoho Campaigns
- Zoho Analytics
- Zoho Desk
- Zoho Sprints
- Deluge scripting
Benefits & Compensation
- Compensation: Up to $8/hr
Work Mode
This is a fully remote, global position.
Remote Raven is an equal opportunity employer.
