Zoho Consultant

This is a remote position.

Do you want to be part of a fast growing, thriving, tech company? Would you describe your work ethic as passionate with a high degree of pride in your work? Do you produce your best work under pressure? Do you thrive in a collaborative team environment, but also work well independently?

Come join us at Catalyst Connect!

Solution Architecture Essential Functions

• Onboard new clients from the sales department into our discovery process as a friendly, helpful, reliable point of contact for their Solution Architecture.
  

• Schedule and host client meetings to conduct intake interviews and drive the discovery process.
  

• Create well-informed cloud strategies for our clients through business process analysis, workflow diagrams, Project Plans, and tech specs.
  

• Establish functional milestones and tasks to complete the proposed solution, along with the expected budget and timeline for each component.
  

• Coordinate with internal SME's and Developers to determine functionality and budget.
  

Consulting Essential Functions:

• Serve as the lead point of contact for all customer account management matters to include project implementation and continued support requests.
  

• Build and maintain strong, long-lasting client relationships.
  

• Assess customer operation goals and pain points.
  

• Work with full-stack developers to create technical solutions that meet a client’s business needs.
  

• Develop trusted advisor relationships with key accounts, stakeholders and various departments within the company.
  

• Project manage the successful implementation of software to mitigate client pain points and improve operational efficiency within established timelines.
  

• Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders.
  

• Document implementation meticulously.
  

• Work independently to discover solutions with minimal guidance.
  

• Perform work efficiently to maximize profits.
  

• Develop new business with existing clients and/or identify areas of improvement for a client.
  

• Host regular meetings with clients to provide a progress update on implementations or check-ins for ongoing support.
  

• Assist with challenging client requests or issue escalations as needed.
  

• Pursue continued learning of Zoho products, Catalyst Connect products, and overall processes.
  

Requirements

Education, Experience, and Skills Required

• Bachelor’s Degree, MIS or Computer Science preferred
  

• CRM software experience preferred (e.g. Salesforce, Zoho CRM or HubSpot)
  

• Software implementation experience preferred, specifically CRM implementation
  

• Project Management experience or certification preferred
  

Who You Are:

• Highly motivated to improve as an individual and as a team
  

• Passionate pursuit of innovative and best practice solutions
  

• Ability to manage multiple complex projects
  

• Excellent listening, negotiation, communication, and presentation skills
  

• Resilient in difficult situations
  

• Positive demeanor with clients and teammates
  

• Collaborative team player, eager to support colleagues
  

• High level of professionalism under pressure