Zoho One Implementation Expert
Site IQ is an AI-powered smart-building and robotics platform that helps organizations operate, maintain, and optimize their facilities through data-driven automation and digital intelligence. We are a fast-growing, multi-module company (robotics, SaaS, services, leasing) and are implementing Zoho One as our core operating system across finance, HR, sales, marketing, productivity, and analytics. This role is critical: you will design and implement how the company actually runs. Role Summary We are seeking an experienced Zoho One Implementation Expert to lead the end-to-end setup, configuration, and optimization of Zoho One across the organization. This is not a basic Zoho admin role. You will act as a systems architect + process designer, translating real business workflows into Zoho. Engagement Model Contract / Part-time initially 40 hrs/week) Remote (US-friendly time zones preferred) Budget: Market-rate for senior Zoho consultants Core Responsibilities 1. Zoho One Architecture & Planning (Owner) Design the overall Zoho One system architecture Define: App roles & permissions Data ownership Module boundaries Ensure scalability for a growing company 2. Zoho Finance Suite (Highest Priority) Implement and configure: Zoho Books Zoho Invoice Zoho Expense Zoho Subscriptions (if applicable) Zoho Payroll (US, multi-state support) Key responsibilities: Chart of accounts aligned to: Hardware Leasing revenue SaaS subscriptions Services Automation for: Invoicing Expense approvals Payment tracking Integration with bank accounts (e.g., Mercury) Support accounting best practices (GAAP-ready) 3. HR & People Operations Zoho People Zoho Recruit Employee onboarding/offboarding Time tracking & attendance PTO policies Org structure & role permissions Integration with payroll & expense workflows 4. Sales & CRM Operations Zoho CRM Zoho Desk (if applicable) Zoho Sign Responsibilities: Sales pipeline design (by product & vertical) Lead → deal → customer lifecycle Quoting & contract workflows CRM automation & reporting Integration with finance (invoices, revenue) 5. Marketing Automation Zoho Marketing Automation Zoho Campaigns Zoho Social Lead capture & nurturing Campaign tracking CRM integration Attribution visibility 6. Analytics & Executive Dashboards Zoho Analytics Build executive dashboards for: Finance Sales Operations HR Create single source of truth reporting Ensure data consistency across modules 8. Automation & Integration Build workflows using Zoho Flow / Deluge Approvals Notifications Cross-module data sync Document automations clearly Apply tot his job