Zoho Developer at Cornertree · Chennai · 3 - 8 years · ₹5L - ₹12L / yr · Raised funding · Posted 17 Mar 2025

Requirements:
- A minimum of 3+ years of proven experience with Zoho CRM is a mandatory requirement; you must be an expert in the platform.
- Hands-on experience with coding and development within Zoho CRM (e. g., Deluge scripting, API integration, custom functions, and workflow automation).
- Strong understanding of sales processes and how to optimize them using CRM systems.
- Proficient in analyzing data, generating reports, and using data to drive decisions.
- Familiarity with BigQuery or similar data warehousing platforms for processing and analyzing large datasets is advantageous.
- Ability to work cross-functionally with sales, marketing, and customer success teams, as well as technical staff.
- Strong problem-solving skills with a proactive approach to identifying and fixing CRM-related issues.
- Bachelor's degree in a relevant field (e. g., IT, Computer Science, Business Management).
- Preferred: Experience working in a SaaS environment is a plus.

About Cornertree
About
Connect with the team
Similar jobs (10)
Working as a WordPress/CRM Developer at Navtech, you will:
- Design, develop, and maintain WordPress websites, including custom themes, plugins, and page layouts
- Ensure website performance, security, and responsiveness across devices
- Manage website updates, bug fixes, and ongoing maintenance
- Build and maintain lead capture forms and landing pages, ensuring smooth data flow into the CRM
- Own, configure, and maintain Navtech's CRM system — including custom fields, workflows, automations, and API level integrations
- Configure custom CRM dashboards, views, and automated workflows and alerts for leadership visibility
- Support sales/BD teams with deal stages, activity logs, pipeline records
- Ensure CRM data quality and hygiene through structured validation and clean-up processes
- Take up CRM development and automation-related tasks beyond standard configuration
- Onboard team members, create SOPs, provide training
Who Are We Looking For Exactly?
- Proven experience as a WordPress Developer, with strong knowledge of HTML, CSS, JavaScript, and PHP
- Experience building and customizing WordPress themes and plugins
- Working knowledge of any CRM platform, such as Salesforce, or HubSpot
- Experience working with APIs, webhooks, or automation platforms such as Zapier or Make
- Good understanding of CRM data structures and workflow automation
- Good debugging and troubleshooting skills across both website and CRM systems
- Strong communication skills to coordinate with sales, marketing, and leadership teams
Why Navtech?
- Yearly performance review and Appraisals.
- Competitive pay package with additional bonus and benefits.
- Work with US, UK and Europe based industry-renowned clients for exponential technical growth.
- Opportunities to work on multiple projects.
- Medical Insurance cover for self and immediate family.
- Work with a culturally diverse team from different geographies.
Software Development Engineer
What you'll do
Be the dedicated engineer for one of our clients. Learn their business, find what to automate, and build it.
Build automations, integrations, and web apps on whatever the client runs business platforms like the Zoho suite, cloud services like Azure, and custom apps where needed.
Work with APIs every day: connect systems, move data, make tools talk to each other.
Own work end to end: hear the problem from the stakeholder, build the solution, ship it, demo it, support it.
Resolve client tickets and bugs fast. Keep their systems and data healthy.
Write things down: clear docs, clear updates, clear commit history.
What we're looking for
2–5 years shipping software that works and being able to read it, debug it, and stand behind it.
Strong with REST APIs and integrations between systems.
Happy working inside business platforms (Zoho, Salesforce, or similar). Much of the leverage in this role lives there, not in custom code.
You can sit in a call with a non-technical client, understand the real problem, and come back with a working solution.
Self-driven. You'll often be the only engineer on a problem.
Why you'll love this role
Full ownership from first call to delivery you run projects, not just a ticket queue.
Direct access to clients and leadership. Your decisions ship the same week.
Constant variety: new systems, new problems, new builds.
What you'll do
Own a client end to end. Learn their business, find what to automate or rebuild, and lead the work that ships it.
Turn business problems into technical solutions sit in the call, understand the real problem, design the fix, and decide how it gets built.
Stay hands-on. You'll still write code, build integrations, and work with APIs every day.
Build on whatever the client runs Zoho, Salesforce, Azure, similar platforms, and custom apps where needed.
Run delivery: scope it, sequence it, ship it, support it. The timeline is yours.
Review code and designs. Mentor the developers on your projects and unblock them fast.
Be the escalation point when something breaks or an integration misbehaves.
Own client communication on the technical side status, tradeoffs, bad news, early.
Keep the bar high: clear docs, clear updates, clear commit history.
What we're looking for
4–7 years shipping software, with real depth in REST APIs and system integrations.
Experience leading projects or small teams — the person others check with before they build.
Strong with business platforms (Zoho, Salesforce, or similar). Much of the leverage lives there, not in custom code.
You can sit with a non-technical client, understand the problem, and come back with a working solution.
Still enjoy building. This is technical leadership, not coordination.
Self-driven. You'll often be the senior-most engineer on the account.
Why you'll love this role
Full ownership from first call to delivery — you run projects, not a ticket queue.
Direct access to clients and leadership. Your decisions ship the same week.
Constant variety: new systems, new problems, new builds.
A step into technical leadership without giving up the hands-on work.
Role Overview
We are looking for an experienced Microsoft Dynamics CRM / Dynamics 365 Developer with strong expertise in CRM customization, configuration, integration, and Agile delivery. The candidate will be responsible for designing, developing, customizing, integrating, and supporting Dynamics CRM solutions aligned with business requirements.
Key Responsibilities
- Customize and configure Microsoft Dynamics CRM / Dynamics 365 CE based on business requirements.
- Develop and maintain entities, fields, relationships, forms, views, dashboards, business rules, workflows, and business process flows.
- Develop CRM solutions using plugins, custom workflows, JavaScript, Power Automate, and custom APIs.
- Design and implement integrations between Dynamics CRM and external systems using REST/SOAP APIs, Azure services, middleware, and web services.
- Work with CRM security roles, business units, teams, field-level security, and access controls.
- Perform data migration, data validation, and integration-related activities.
- Troubleshoot production issues and provide root-cause analysis and technical fixes.
- Participate in requirements analysis, technical design, development, testing, deployment, and production support.
- Follow development standards, maintain technical documentation, and participate in code reviews.
- Collaborate with functional consultants, business stakeholders, QA teams, and other developers.
- Work effectively within an Agile/Scrum development environment, participating in sprint planning, daily stand-ups, reviews, and retrospectives.
Required Skills
- Strong hands-on experience with Microsoft Dynamics CRM / Dynamics 365 Customer Engagement.
- Good knowledge of CRM customization and configuration.
- Experience with C#, .NET, JavaScript, SQL Server, and Dynamics 365 SDK/API.
- Experience developing plugins, custom workflow activities, Power Automate flows, and JavaScript customizations.
- Strong understanding of Dynamics 365 Web API / REST APIs and third-party integrations.
- Experience with solution management, deployments, and environment management.
- Understanding of CRM data model, security model, and business processes.
- Experience working with Azure integration services is an advantage.
- Good understanding of Agile/Scrum methodologies and SDLC.
- Strong analytical, troubleshooting, communication, and problem-solving skills.
Preferred Qualifications
- Microsoft Dynamics 365 / Power Platform certifications.
- Experience with Power Apps, Dataverse, Power Automate, Azure Functions, Logic Apps, or Service Bus.
- Experience with CI/CD and DevOps practices using Azure DevOps.
- Exposure to Dynamics 365 Sales, Customer Service, Field Service, or related modules.
Experience: 1–2 Years
Location: Jaipur
Employment Type: Full-Time
Industry: Digital Marketing Agency
Job Overview:
We are looking for a CRM Executive to manage day-to-day process coordination, CRM updates, internal team follow-ups, and client-related requirements. The candidate will work closely with Sales, Marketing, SEO, Social Media, Content, Design, and other teams to ensure smooth workflow and timely completion of tasks.
Key Responsibilities:
- Coordinate with different internal teams to ensure timely task completion.
- Track project activities, deadlines, pending tasks, and deliverables.
- Maintain and regularly update CRM with accurate client and lead information.
- Manage follow-ups with internal teams and clients.
- Track client requirements, feedback, approvals, and pending information.
- Ensure proper client onboarding and handover between teams.
- Monitor CRM follow-ups and ensure no leads or client activities are missed.
- Identify process delays and escalate issues to the concerned manager.
- Prepare daily/weekly MIS and process reports for management.
- Maintain trackers, documentation, and process records.
- Support the team in improving internal processes and workflow efficiency.
Requirements:
- 1–2 years of experience in CRM, Operations, Process Coordination, or Client Coordination.
- Good knowledge of Excel/Google Sheets and CRM tools.
- Strong communication and follow-up skills.
- Excellent organizational and time-management abilities.
- Ability to coordinate with multiple teams simultaneously.
- Strong attention to detail and problem-solving skills.
- Basic understanding of digital marketing is preferred.
- Ability to work in a fast-paced agency environment.
Key Skills:
CRM Management | Process Coordination | Client Coordination | Follow-ups | MIS Reporting | Excel | Team Coordination | Task Management | Communication | Documentation
Sales Representative – Biller Acquisition
Experience: 1–2 Years
Location: Hyderabad
Employment Type: Full-Time
About the Role
We is looking for a high-energy, target-driven Sales Representative to drive Biller Acquisition across relevant Bharat Connect categories. You will be responsible for identifying potential billers, generating leads, conducting outreach, managing follow-ups, and driving the complete onboarding process.
This is an execution-focused role for someone who is comfortable with outbound sales, relationship building, CRM management, and achieving measurable acquisition targets.
Key Responsibilities
Biller Acquisition & Sales
- Identify and acquire potential billers across categories such as:
- Broadband & Internet Service Providers
- Cable TV Operators
- Piped Gas Providers
- Loan Repayment Providers
- Subscription Businesses
- Insurance & Financial Services
- Educational Institutions
- Other eligible utility and biller categories
- Build and maintain a strong pipeline of qualified prospects.
- Conduct daily outbound calls and regular follow-ups with decision-makers.
- Understand prospect requirements, billing models, customer base, and payment collection processes.
- Present Ziptap's value proposition and explain the onboarding process.
- Schedule product discussions, demos, and onboarding calls.
- Own the complete sales cycle from prospecting to successful onboarding.
Biller Onboarding
- Collect and verify required onboarding information and documentation.
- Coordinate with internal operations, product, compliance, and partner teams.
- Track onboarding status and proactively resolve delays.
- Ensure accurate documentation and timely completion of the onboarding process.
CRM & Reporting
- Manage leads and the complete sales pipeline using Zoho CRM or similar CRM tools.
- Maintain daily call logs and follow-up schedules.
- Track leads, meetings, onboarding status, conversions, and pipeline performance.
- Use Excel or Google Sheets for reporting and pipeline management.
Requirements
Experience
- 1–2 years of experience in Sales, Business Development, Partnerships, Merchant/Biller Acquisition, Payments, Fintech, BBPS/Bharat Connect, Banking, or related industries.
- Experience in merchant acquisition, partner acquisition, channel sales, or business onboarding is preferred.
- Experience working with fintech, payment service providers, telecom, utilities, lending, subscriptions, or financial services will be an advantage.
Skills
- Strong communication and telephonic sales skills.
- Comfortable making outbound calls and consistent follow-ups.
- Ability to interact with business owners, founders, CXOs, and decision-makers.
- Experience with Zoho CRM or similar CRM platforms.
- Proficiency in Microsoft Excel / Google Sheets and documentation tools.
- Strong understanding of the sales funnel and customer onboarding process.
- Excellent follow-up discipline and attention to detail.
- Ability to manage multiple prospects and onboarding processes simultaneously.
- Target-driven with a strong sense of ownership.
Key Performance Indicators
- Onboard 5–10 new billers per month.
- Build and maintain a strong pipeline of qualified prospects.
- Achieve monthly targets for leads, meetings, documentation completion, and successful onboarding.
- Conduct consistent daily outreach and follow-ups.
- Maintain accurate and up-to-date CRM records.
Why Join Us?
You will get the opportunity to work in the growing payments and Bharat Connect ecosystem and play a direct role in expanding network of billers and service providers.
The role offers significant ownership and growth opportunities into larger Business Development, Partnerships, and Biller Acquisition roles as the company scales.
Role Descriptions: - Design| develop Salesforce and CPQ solutions. - Configure and validate Conga CPQ (pricing| bundles| quoting workflows). - Develop Conga Composer document generation. - Build and automate Excel/X-Author solutions with VBA. - Integrate Salesforce with external systems using APIs. - Support CI/CD| deployments| and release management.
Essential Skills: - Salesforce roles across Development| CPQ and Excel automation. - Hands-on experience in Conga CPQ (pricing| configuration| quoting lifecycle). - Expertise in Salesforce development (Apex| LWC| Aura) . - Experience in Conga Composer (document generation/validation). - Strong exposure to X-Author for Excel and VBA automation. - Knowledge of APIs (REST/SOAP) and Salesforce data model. - DevOps exposure (Git| Jenkins| CI/CD| UCD).
SAP CRM Services - Functional Consultant
Experience: 4 to 7 Year
Job Location: Hyderabad, Noida, Pune, Bangalore
Full Time Role
CTC 12 LPA
Location Flexibility: Multiple Locations in Country
SAP CRM Services Experience - 4-7 Years Strong knowledge of customer relationship management principles
• Proficiency in SAP CRM module functionalities
• Customization and configuration of CRM processes
• Customer segmentation and targeting
• Sales and marketing automation
• Service management and support processes
• Integration with other SAP modules (e.g., SD, FI)
• CRM analytics and reporting
Skills-
- Salesforce Development
- Apex
- Apex Triggers
- Apex Classes
- Lightning Web Components (LWC)
- SOQL / SOSL
- Salesforce Flows
- REST/SOAP APIs
- Salesforce Integration
- Data Loader
- Salesforce Security & Sharing
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






