About the Role

We are looking for an experienced Zoho Implementation Consultant with 2–3 years of relevant implementation experience to join our growing Zoho consulting team.

The candidate will primarily be responsible for customer-facing implementation activities, requirement gathering, solution planning, project coordination, and delivery ownership .

This is a hands-on consulting and project ownership role. The consultant will work directly with customers to understand their business requirements, translate those requirements into clear and actionable tasks, coordinate with the internal functional/technical team, track execution, review deliverables, and ensure successful project completion.

The ideal candidate should be comfortable leading customer discussions and getting work done through the team , while maintaining ownership of timelines, quality, requirements, and customer expectations.

Key Responsibilities

1. Customer-Facing Consulting

· Act as the primary consultant for assigned Zoho implementation projects.

· Lead customer discussions, discovery sessions, and requirement-gathering workshops.

· Understand the customer's business model, processes, pain points, and objectives.

· Ask the right questions to uncover detailed business requirements.

· Identify process gaps and opportunities for process improvement.

· Explain Zoho capabilities and recommend appropriate solutions.

· Manage day-to-day communication with customer stakeholders.

· Build strong and professional relationships with customers.

2. Requirement Gathering & Solution Definition

· Understand and document As-Is and To-Be business processes .

· Translate business requirements into functional requirements and actionable tasks.

· Identify dependencies, assumptions, gaps, and risks.

· Determine whether requirements can be addressed through standard Zoho functionality, configuration, customization, scripting, or integration.

· Work with senior consultants/technical teams on complex solution design.

· Obtain customer confirmation on requirements and proposed solutions.

3. Project & Team Coordination

· Take ownership of assigned Zoho implementation projects or project workstreams.

· Break customer requirements into clear tasks and assign them to the appropriate internal team members.

· Coordinate with functional consultants, developers, integration consultants, and project managers.

· Explain requirements and expected outcomes clearly to the team.

· Track task progress and proactively follow up on pending activities.

· Identify blockers and dependencies and ensure timely resolution.

· Review completed work before presenting it to the customer.

· Ensure agreed deliverables are completed within the planned timeline.

4. Implementation & Configuration

Provide functional leadership across Zoho applications, including:

· Zoho Books

· Zoho Expense

· Zoho People / Time & Expense

· Zoho Procurement

· Zoho Projects

· Zoho CRM

· Zoho Inventory

· Zoho ERP

The consultant should understand how these applications work individually as well as how they can work together to support end-to-end business processes.

5. Cross-Product Solutioning

· Understand business processes across Finance, Sales, Procurement, Inventory, Projects, and Expenses.

· Design practical solutions using multiple Zoho applications where required.

· Identify opportunities for automation across Zoho products.

· Understand data flow between applications.

· Coordinate with integration/technical teams for cross-product integrations.

· Ensure the overall solution aligns with the customer's business requirements.

6. Testing & UAT

· Define functional test scenarios based on customer requirements.

· Coordinate SIT and UAT activities.

· Work with the internal team to resolve identified issues.

· Review fixes and validate functionality before customer demonstration.

· Coordinate customer UAT and capture feedback.

· Track UAT issues through closure.

· Obtain customer acceptance/sign-off for completed requirements.

7. Customer Demonstrations & Training

· Conduct product demonstrations and solution walkthroughs.

· Demonstrate configured processes to customers.

· Explain system functionality and business process changes.

· Conduct user training sessions where required.

· Prepare user guides and process documentation.

· Support customers during go-live and stabilization.

8. Documentation

Prepare and maintain:

· Business Requirement Documents (BRD)

· Functional Requirement Documents

· Process flows

· Solution/design documents

· Configuration documents

· Requirement trackers

· Task trackers

· Issue/defect trackers

· UAT test cases

· Training materials

· Meeting minutes

· Change requests

· Customer approvals and sign-offs

9. Change & Scope Management

· Identify requirements that fall outside the agreed scope.

· Document and communicate scope changes.

· Coordinate with the project manager for effort estimation and commercial impact.

· Ensure additional work is approved before execution.

· Maintain a clear change-request tracker.

10. Post-Go-Live Support

· Support customers during the post-go-live stabilization period.

· Analyze functional issues and coordinate resolution.

· Handle enhancement requests.

· Work with the internal team to resolve application issues.

· Identify recurring issues and recommend process/system improvements.

· Maintain customer satisfaction and long-term engagement.

Core Role Expectation

The consultant will be expected to own the requirement from customer discussion through successful delivery .

Customer

Business Requirement / Problem

↓

Implementation Consultant

Understand → Clarify → Document → Design Solution

↓

Internal Team

Break Down → Assign → Execute

↓

Implementation Consultant

Track → Review → Test → Validate

↓

Customer

Demo → UAT → Feedback → Approval

↓

Implementation Consultant

Closure / Sign-off

The expectation is not simply to gather requirements and pass them to the team. The consultant must actively drive execution and ensure that the customer's requirement gets delivered.

Required Skills & Experience

· 2–3 years of relevant experience in Zoho implementation/consulting.

· Strong hands-on knowledge of one or more Zoho applications.

· Good understanding of business processes and ERP/CRM workflows.

· Experience conducting customer-facing requirement discussions.

· Ability to independently gather, analyze, and document requirements.

· Ability to translate business requirements into actionable tasks.

· Strong team coordination and follow-up skills.

· Experience managing implementation activities and customer deliverables.

· Strong communication and presentation skills.

Sr. Implementation Associate - ZOHO (L3 Level)

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