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Zoho Functional Consultant

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Job Description - Zoho Functional Consultant


Job Summary:

We are looking for an experienced Zoho Functional Consultant to join our team. In this role, you will be responsible for implementing and optimizing Zoho Books and other relevant Zoho products to meet our clients' accounting and financial management needs. Your role will focus on understanding business requirements, configuring solutions, training users, and providing ongoing support.

Key Responsibilities:



  • Work closely with clients to understand their accounting and financial processes and recommend Zoho solutions that align with their business needs.

  • Implement and configure Zoho Books and other Zoho applications like Zoho Inventory, Zoho Expense, and Zoho Payroll.

  • Customize and optimize Zoho products to streamline financial processes, including invoicing, expenses, tax compliance, and financial reporting.

  • Conduct user training and support for Zoho Books and related tools to ensure effective usage by the finance team.

  • Assist clients with data migration from legacy systems to Zoho Books.

  • Provide post-implementation support, including troubleshooting issues and recommending best practices.

  • Collaborate with cross-functional teams to integrate Zoho accounting modules with other Zoho apps (e.g., Zoho CRM, Zoho Projects) as well as third-party platforms.

  • Keep up to date with the latest features, updates, and Zoho accounting solutions to provide valuable insights to clients continuously.






Requirements

Key Skills and Qualifications:



  • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field. (CA/CPA is a plus.)

  • 2+ years of experience in implementing or managing Zoho applications, specifically Zoho Books.

  • Solid understanding of accounting principles and financial management.

  • Experience with ERP systems or accounting software (Zoho Books, QuickBooks, Tally, etc.).

  • Ability to troubleshoot accounting-related issues within Zoho applications.

  • Strong knowledge of GST compliance, accounts receivable, accounts payable, bank reconciliation, and financial reporting.

  • Excellent communication and presentation skills.

  • Ability to handle multiple projects simultaneously and meet deadlines.

  • Strong problem-solving and analytical skills.






Benefits

Perks and Benefits:



  • Food Allowance

  • Saturdays Off

  • Paid Leaves and Public Holidays

  • Health Insurance Coverage

  • Positive and Supportive Work Environment

  • Convenient and Accessible Location

  • Opportunities for Learning and Development







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About the Company

Extension Technologies

ExtensionERP is the world's class ERPnext support and services company with the aim to help businesses automate their processes with the use of cutting-edge technology.

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