Zoho Developer - #34990

As a Zoho Developer, you will be responsible for owning, maintaining, and expanding the Zoho environment—primarily Zoho CRM, with integrations across the broader Zoho ecosystem and third-party tools. You’ll work closely with our operations, marketing, and sales teams to translate business needs into scalable, automated workflows that improve efficiency, data quality, and reporting.

Company Profile

Our client is a U.S.-based group of affiliated companies operating at the intersection of legal technology and mass tort litigation. The organization includes a legal technology platform that automates medical record retrieval and case qualification for law firms, a Washington, D.C.–based mass tort litigation firm, and related holding entities. It is a lean, high-growth environment where each team member plays a significant and impactful role.

As they continue to expand their Philippine-based team, they are looking to hire a skilled Zoho Developer to manage and enhance their Zoho CRM environment, build integrations, and streamline workflows to support business operations.

This role is a great opportunity for someone who enjoys both execution and analysis—owning core accounting processes while contributing insights that support business decisions.

Duties and Responsibilities

Zoho CRM Administration & Maintenance

• Manage day-to-day configuration of Zoho CRM (modules, fields, layouts, views, validation rules, assignment rules, blueprints, etc.)
• Monitor system performance, troubleshoot issues, and implement improvements

Workflow Automation & Customization

• Design and implement complex workflows to support business processes
• Build and maintain custom functions using Deluge to automate repetitive tasks, improve user experience, and solve problems
• Configure scoring rules, assignment rules, and process automations for leads, contacts, deals, and custom modules

Integrations & APIs

Integrate Zoho CRM with other Zoho apps (e.g., Zoho Desk, Zoho Flow, Zoho Campaigns, Zoho Analytics, Zoho Sign) and third-party tools (e.g., Google Workspace, telephony/call tracking, web forms, marketing platforms)

Work with APIs and webhooks to build and maintain connections between Zoho and external systems

Collaborate with internal and external teams to scope, test, and deploy new integrations

Custom Modules & Solution Design

Design and build new Zoho CRM modules to address evolving business needs, including custom fields, layouts, relationships, and permissions

Work with stakeholders (sales, marketing, operations, leadership) to understand pain points and translate them into structured CRM solutions rather than ad-hoc workarounds

Model data relationships between standard and custom modules (e.g., Leads, Clients, custom objects) to ensure scalability, reporting accuracy, and a clean user experience

Configure related lists, subforms, and lookup fields so users can easily access all relevant information in one place

Extend new modules with automation (workflows, blueprints, assignment rules, custom Deluge functions) to streamline processes and reduce manual work. Prototype, test, and iterate on new modules in a sandbox or controlled environment before deploying to production

Document new modules and processes, including naming conventions, field usage, and business rules, to ensure long-term maintainability and clear handoffs

Documentation

Document system architecture, workflows, integrations, and SOPs to ensure long-term maintainability

Governance & Best Practices

• Implement and enforce best practices for roles, profiles, permissions, and data security
• Use sandbox/testing environments where appropriate to QA changes before production deployment
• Continuously evaluate new Zoho features and recommend improvements to our setup

Requirements

At least 3 years of hands-on experience working with Zoho CRM in an admin/developer role

Strong experience with

• Zoho CRM customization (modules, fields, layouts, validation, blueprints)
• Deluge scripting (custom functions, schedules, webhooks)
• Workflow automation, assignment rules, and approvals

Proven experience integrating Zoho CRM with

• Other Zoho apps (e.g., Desk, Flow, Campaigns, Analytics, Sign)
• Third-party tools via APIs, webhooks, or middleware (e.g., Zoho Flow, Zapier, Make)
• Excellent English communication skills (written and verbal)
• Ability to work independently in a remote, fast-paced environment
• Must have own equipment

Advantageous or Nice-to-Have Skills/Experience

• Experience with call tracking / telephony integrations (e.g., JustCall, RingCentral, Twilio, etc.)
• Familiarity with Zoho Analytics, custom dashboards, and advanced reporting
• Experience in professional services, legal, SaaS, or high-volume lead environments
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