About Company:

At MBM Newtech, formerly known as Millennium Business Machines, we deeply understand the pivotal role that data imaging and processing play in driving Data-Driven Success and Information Management for businesses. As trusted partner, we empower our clients to unleash the full potential of information and data in their organizations, enabling us to provide actionable insights, enhance efficiency, and facilitate proactive decision-making, giving you a competitive edge. Our commitment to enhancing customer experience and fostering innovation makes us the ideal choice to help you harness the power of data and achieve resounding success in todays dynamic business landscape.

About Role:

Job Title: ZOHO Implementation Specialist Finance & CRM

Location: Andheri East, Mumbai

Job Type: Full-Time, operating from office, Visits to customer locations pan India as required by project

Qualifications: Bachelors degree in commerce, Accounting, Finance, or related field.

Experience: 2 to 6 years of relevant experience

Preferred Profile / Skills:

• Accounting background with hands-on Zoho Books / Finance Plus implementation experience
  
• Hands-on experience with Zoho CRM implementation and configuration
  
• Strong understanding of Indian accounting practices and GST
  
• Experience with accounting software (Zoho Books or similar)
  
• Zoho Finance / Zoho CRM certification (preferred)
  
• Good communication and customer-handling skills
  
• Willingness to travel PAN India for customer projects

Business & Requirement Analysis:

• Understand customer accounting workflows, invoicing, taxation, compliance, and sales processes
  
• Gather detailed business requirements related to finance, GST, CRM, lead management, pipelines, and reporting
  
• Map existing processes to Zoho Books / Finance Plus and Zoho CRM modules
  

Zoho Finance Implementation:

• Configure Zoho Books, Inventory, Expense, and related finance modules
  
• Set up chart of accounts, GST taxes, invoices, purchase orders, and financial reports
  
• Ensure compliance with Indian statutory and GST requirements
  

Zoho CRM Implementation:

• Configure CRM modules, fields, layouts, workflows, approval processes, validation rules, and assignment rules
  
• Set up user roles, profiles, security controls, and data access policies
  
• Create reports and dashboards as per customer requirements
  

Data Migration & Validation:

• Migrate data from legacy systems (Excel, accounting software, or other CRMs)
  
• Validate opening balances, ledgers, master data, and reports post-migration
  
• Ensure data accuracy and integrity
  

User Training & Go-Live Support:

• Conduct user training sessions for finance, accounts, and sales teams
  
• Support UAT, go-live, hyper-care, and post-implementation stabilization
  
• Prepare basic user documentation where required
  

Post-Implementation Support & Enhancements:

• Provide L1/L2 support post go-live
  
• Handle finance and CRM-related queries
  
• Implement enhancements, change requests, and process improvements
  

Internal Coordination & Pre-Sales Support:

• Work closely with internal technical consultants for integrations and customizations between Zoho CRM, Zoho Finance, and third-party applications outside the Zoho ecosystem
  
• Provide functional and implementation inputs during solution design and pre-sales discussions when required