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Customer Success Engineer – Zoho
2 weeks ago
About Erphub:
Erphub is a U.S.-based Certified Zoho Partner specializing in affordable business process automation for small businesses. We deliver transformative digital solutions that improve operational efficiency and drive growth. At Erphub, we promote innovation, career development, and work-life balance in a fast-paced, collaborative environment.
Position Overview:
We are seeking an experienced Customer Success Engineer – Zoho with 5 years of experience and fluent English communication skills to serve as a strategic partner to our U.S. clients. You will work closely with our implementation and development teams to ensure clients are fully leveraging Zoho solutions, achieving their business goals, and receiving exceptional service throughout their journey.
Requirements
Client Engagement & Success
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Act as the primary technical point of contact for assigned Zoho customers.
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Build strong relationships with clients to understand their goals, workflows, and challenges.
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Onboard new clients and guide them through adoption and configuration of Zoho applications.
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Educate clients on Zoho features, updates, and best practices.
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Conduct regular check-ins, system reviews, and proactive outreach to ensure satisfaction and value realization.
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Troubleshoot issues and provide expert-level guidance across Zoho apps (CRM, Creator, Desk, Projects, etc.).
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Collaborate with internal Zoho developers to deliver timely and effective solutions.
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Recommend and implement process improvements based on client feedback and usage patterns.
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Monitor client accounts for optimization opportunities, usage issues, and potential risks.
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Create and maintain client-facing documentation, user guides, and knowledge base articles.
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Deliver personalized training sessions and product walkthroughs.
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Assist in creating customer success reports and usage analytics.
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4 years of professional experience working with Zoho products (Zoho CRM, Creator, Desk, Projects, etc.).
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Proven track record in a customer-facing technical support or customer success role.
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Fluent English communication is mandatory – both written and verbal – for daily client coordination in the U.S. time zone.
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Deep understanding of Zoho ecosystem, customization, and workflows.
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Experience managing multiple clients and projects simultaneously.
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Strong problem-solving, critical thinking, and interpersonal skills.
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Ability to work independently and as part of a remote, cross-functional team.
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Experience with Zoho integrations, APIs, and Deluge scripting.
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Knowledge of business process automation and CRM strategies.
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Familiarity with tools like Zoho Flow, Analytics, and Books is a plus.
Benefits
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Competitive salary with
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Quarterly performance-based bonuses
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Health coverage – including spouse, children, and parents