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Posted 2mo ago

Platform Manager - Zoho

@ DSI Systems
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United States
RemoteFull Time
Responsibilities:administer Zoho, configure workflows, maintain integrations
Requirements Summary:3+ years administering Zoho CRM/Zoho One in enterprise; CRM lifecycle, workflows, integrations; analytical reporting; cross-functional collaboration; strong communication.
Technical Tools Mentioned:Zoho CRM, Zoho Desk, Zoho Analytics, Zoho Creator
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Job Description

DSI Systems Inc., an Authorized AT&T Distributor Partner, is seeking a Platform Manager – Zoho to lead the administration, optimization, and strategic evolution of our Zoho ecosystem. This role is responsible for ensuring system reliability, operational efficiency, and scalable process design across Sales, Operations, Marketing, and Support.

Reporting to the Senior Director of Systems Operations, the Platform Manager serves as the subject matter expert for Zoho CRM and related Zoho applications—overseeing configuration, integrations, data governance, and long-term platform strategy. This individual partners cross-functionally to translate business requirements into scalable system solutions that support performance visibility, automation, and sustainable company growth.

About DSI

Founded in 1984, DSI is a family-owned company committed to delivering exceptional value and measurable results to our clients and partners. Our comprehensive services include sales management, marketing support, hardware logistics, immersive training, engineering expertise, and proprietary software solutions—all designed to drive growth and operational efficiency.

At DSI, we believe strong relationships are the foundation of lasting success. We serve as a one-stop solution across a range of markets—including mobility, broadband, video, commercial, residential, Lodging & Institutions, and Multi-Dwelling Units—empowering our sales partners to uncover new opportunities and maximize their potential.

Responsibilities

  • Serve as primary owner and administrator of Zoho CRM and related Zoho applications
  • Manage user roles, permissions, profiles, and overall system security governance
  • Configure and optimize modules, workflows, automations, blueprints, validation rules, and custom functions
  • Translate business needs into scalable CRM configurations and process improvements
  • Maintain and enhance integrations between Zoho and enterprise platforms (telephony, CPQ, BI, support systems, etc.)
  • Ensure data accuracy and integrity through audits, governance practices, and cleanup initiatives
  • Build and maintain dashboards, reporting, and performance analytics for leadership visibility
  • Lead system updates, feature rollouts, testing, and enhancement initiatives
  • Provide Tier 2/3 support for escalations and coordinate with Zoho Support or vendor partners
  • Drive adoption through user training, documentation, and best-practice development
  • Develop and maintain a platform roadmap aligned with organizational growth and scalability goals