Zoho Presales Consultant

Job Purpose

1. Pre-Sales & Solution Consulting

• Engage with prospective clients to understand business processes, pain points, and system requirements.
• Conduct solution demonstrations across Zoho suite (CRM, Books, Inventory, Projects, People, Analytics, etc.).
• Design end-to-end solution architectures tailored to industries (professional services, retail, healthcare, real estate).
• Prepare proposals, scope documents, and effort estimations.
• Support sales team in closing deals through technical expertise and consultative selling.
• Develop use cases, workflows, and ROI-based value propositions.

2. Implementation & Delivery

• Lead full-cycle implementations:
• Requirement gathering workshops
• Business process mapping
• System configuration and customization
• Data migration and validation

• User Acceptance Testing (UAT)

• Configure key Zoho applications:
• **Zoho CRM** – pipelines, workflows, automation
• **Zoho Books** – invoicing, VAT setup, reporting
• **Zoho Inventory** – stock, order management
• **Zoho Projects / Books Projects** – milestone billing
• **Zoho People** – HR and payroll integration
• · Implement workflow automation, blueprints, and Deluge scripting where required.
• · Ensure systems are compliant with UAE VAT and Corporate Tax reporting requirements.

3. Integration & Automation

• Design and manage integrations between Zoho and third-party platforms:
• Payment gateways (Stripe, Telr, etc.)
• POS systems (retail/restaurant)
• E-commerce platforms (Shopify, WooCommerce)
• External invoicing systems / APIs
• Work with tools like:
• Zoho Flow

• APIs And Webhooks

• Middleware platforms

4. Client Management & Advisory

• Act as a trusted advisor to clients on digital transformation initiatives.
• Provide process improvement recommendations aligned with best practices.
• Deliver training sessions and user onboarding workshops.
• Support post-implementation optimization and enhancements.
• Ensure high levels of client satisfaction and retention.

5. Documentation & Governance

• Business Requirement Documents (BRDs)

• Functional Specifications

• Process Flow Diagrams

• User Manuals
• · Ensure proper project documentation and version control.
• · Adhere to internal project governance and delivery standards.

6. Internal Development & Capability Building

• Contribute to building Zoho practice capability within the firm.
• Develop reusable templates, accelerators, and industry-specific solutions.
• Stay updated with Zoho product updates, certifications, and UAE regulatory changes.
• Support internal automation and system optimization initiatives.

Qualifications & Experience

• · Bachelor's degree in **Accounting, Finance, IT, or Business Management**.
• · Minimum **3–5 years of experience** in:
• Zoho implementation and consulting
• ERP / CRM solution delivery
• · Strong hands-on experience with:

• Zoho CRM, Books, Inventory (mandatory)

• Zoho Flow / Deluge scripting (preferred)
• · Experience in **UAE market** is highly preferred.
• · Understanding of:
• UAE VAT framework
• Corporate Tax basics (advantage)

Skills & Competencies

Key Performance Indicators (Kpis)

Application Question(S)

• Do you have Zoho Certifications?

Experience

• Implementation: 3 years (Required)

Location

• Dubai (Required)