CRM & Automation Manager (Zoho)

Job Title : Zoho CRM & Automation Expert

About Us:

We are a rapidly growing organic D2C brand based in Surat, dedicated to bringing traditional, chemical-free food products to our customers. We are looking for a tech-savvy Zoho Specialist to streamline our operations and build a highly automated ecosystem.

About the Role:

We need an expert to lead the end-to-end setup and management of our Zoho architecture. While the long-term vision is to leverage the full power of the Zoho One suite (50+ apps) to automate our entire D2C operations, your primary and immediate focus will be the comprehensive implementation and optimization of Zoho CRM.

Key Responsibilities:

• Zoho CRM Implementation (Primary Focus): Customize and manage Zoho CRM from scratch. Design custom modules, layouts, fields, and advanced blueprints to perfectly align with our sales and customer journey.

• D2C Automation: Build strong automation rules and workflows within the CRM to eliminate manual data entry, streamline lead tracking, and improve response times.

• Seamless Integrations: Connect Zoho CRM with our core e-commerce tech stack, including Shopify, communication tools (WhatsApp Business API), marketing channels (Meta Ads), and logistics partners.

• Zoho One Expansion: Strategize and execute the phased rollout of other critical Zoho One applications (such as Zoho Inventory, Zoho Campaigns, Zoho Books, or Zoho Desk) to support business scaling.

• Reporting & Analytics: Build custom dashboards and reports to track sales metrics, customer retention, and overall business performance in real-time.

Requirements:

• Proven, hands-on experience in Zoho CRM setup, customization, and daily administration.

• Strong understanding of the broader Zoho One ecosystem and how to integrate its various applications effectively.

• Experience with third-party API integrations (e-commerce platforms, payment gateways, and WhatsApp automation).

• Prior experience working with D2C, retail, or e-commerce brands is a major advantage.

• A problem-solving mindset with a core focus on maximizing efficiency through business automation.