Business Analyst at Kelevo Software Private Limited · Noida · 2 - 4 years · ₹2L - ₹4L / yr · Posted 27 Jul 2024

JD for Business Analyst "zoho"
JOB DESCRIPTION
Job Title - Business Analyst “Zoho”
Experience - 2+ yrs
Location - Noida Extension
Responsibilities-
- Define project scope and document business requirements.
- Design technical specifications, using best practices and minimising the need for custom coding.
- Provide internal CRM consulting, analyse data and processes to improve the business process to drive growth.
- Create solutions on our ZOHO platform to meet the internal customer requirements.
- Automate processes using ZOHO automation tools.
- Create test scenarios and do solution testing.
- Functional and technical CRM support as well as troubleshooting of (integration) issues.
- Support the set-up of integrations to existing business systems.
- Project management and project documentation (BRD , FRD)
- Prepare Customised Management Reporting Dashboard
- Work closely with the Operations team to implement and configure Zoho applications based on business needs.
- Assist in customising Zoho CRM, Zoho Creator, and other relevant modules.
- Collaborate with the team to understand and document business processes and workflows.
Requirements
- Bachelor's degree in Information Technology, Computer Science or a related field.
- Basic understanding of Zoho applications or a willingness to learn.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Eagerness to learn and apply theoretical knowledge in a practical work environment.

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Location: Chakala, Andheri East, Mumbai
Experience: 2-4 Years
Looking for a role where your Zoho CRM expertise can make a real impact?
We're seeking a Zoho CRM Executive who enjoys improving processes, managing CRM data, building automation, and supporting business teams. If you've worked hands-on with Zoho CRM and want to take ownership of CRM operations, we'd love to hear from you.
What You'll Do
- Manage and maintain Zoho CRM on a daily basis
- Create workflows, automation rules, reports, and dashboards
- Support lead management and sales pipeline activities
- Ensure CRM data is accurate, organized, and up to date
- Handle data imports, updates, and cleanup projects
- Work with teams across Sales, Marketing, and Operations
- Support CRM integrations with business tools and platforms
- Identify process improvements and help drive CRM efficiency
What We're Looking For
- 2-4 years of hands-on Zoho CRM experience
- Experience creating workflows and automation
- Strong understanding of CRM data management
- Experience building reports and dashboards
- Good problem-solving and communication skills
- Ability to work independently and take ownership
Nice to Have
- Experience supporting Sales or Marketing teams
- Exposure to CRM integrations
- Experience with CRM process improvement initiatives
Why Join?
- Opportunity to own and improve CRM processes
- Cross-functional exposure across multiple business teams
- High-impact role with visibility and responsibility
- Learning and growth opportunities in operations and CRM management
Apply If You Have
✅ Strong Zoho CRM experience
✅ Experience with workflows, reports, and dashboards
✅ A passion for process improvement and data accuracy
✅ A proactive and solution-oriented approach to work
We're primarily looking for candidates with hands-on Zoho CRM experience.
About the Role
Work at the intersection of business and technology, supporting operations, data analysis, automation, and digital tools to improve efficiency and growth.
Responsibilities
- Support business operations using tech tools (Excel, CRM, dashboards)
- Analyze data and generate insights for decision-making
- Assist in automation workflows and process improvements
- Coordinate between tech and business teams
- Help in implementing digital solutions and tools
Skills Required
- Basic knowledge of Excel / Google Sheets
- Good analytical and problem-solving skills
- Understanding of business processes
- Interest in technology and automation
Details
- Duration: 3–6 months
- Mode: Remote
- Certificate + PPO based on performance
Role Description This is a full-time remote role for a Salesforce Business Analyst. The Salesforce Business Analyst will work closely with stakeholders to gather, analyze, and document business requirements and translate them into effective Salesforce solutions. Day-to-day responsibilities include mapping and optimizing business processes, configuring Salesforce features with administrators, and supporting integrations with other enterprise systems. The role involves creating user stories, functional specifications, and documentation, as well as coordinating testing, training, and user adoption activities. The Salesforce Business Analyst will collaborate with cross-functional teams to ensure solutions align with business goals and deliver measurable outcomes.
Qualifications
- Strong Salesforce.com Administration skills, including configuration, user management, and security settings.
- Demonstrated Business Analysis experience with business requirements gathering, documentation, and stakeholder communication.
- Solid Analytical Skills for evaluating processes, data, and system performance to recommend improvements.
- Experience with Business Process mapping, optimization, and translating workflows into Salesforce solutions.
- Familiarity with Salesforce best practices, standard objects, and automation tools (e.g., Flow, Validation Rules, Reports and Dashboards).
- Ability to work effectively in a remote, collaborative environment with cross-functional and global teams.
- Strong written and verbal communication skills and the ability to present complex ideas in a clear, structured manner.
- Salesforce certifications (e.g., Admin, Business Analyst) are an advantage.
Job Description
Key Responsibilities:
- Research and identify potential US businesses and decision-makers.
- Gather and analyze client requirements through research and communication.
- Coordinate with the Operations and Development teams for timely project execution.
- Prepare business proposals, requirement documents, reports, and project documentation.
- Maintain CRM records, track project status, and ensure timely follow-ups.
Requirements:
- Bachelor's degree in any discipline.
- 2–4 years of experience in Business Research, Market Research, Project Coordination, or Business Analysis.
- Excellent English communication and documentation skills.
- Strong internet research skills.
- Experience working with US clients is preferred.
- Willing to work from the office in the Night Shift (US Process)









