Experience: 8–12 years overall; 5+ years deep Zoho CRM/Creator experience
About Exemplifi
Exemplifi is a Palo Alto–based digital agency specializing in government technology solutions. We work with transit agencies, housing authorities, state lotteries, and public health departments on large-scale website and digital transformation projects. We are building a new CRM Practice to complement our websites business, with a focus on Salesforce, Dynamics, and Zoho platforms.
Role Overview
We are seeking a Zoho Architect / Principal Consultant to lead our Zoho practice. This role combines hands-on delivery, solution design, and mentoring with the opportunity to work directly with U.S. clients. You will help build repeatable government workflow solutions (e.g., Lost & Found, FOIA requests, Housing applications) in Zoho CRM and Creator, and set the foundation for a scalable $3M CRM business line.
Key Responsibilities
- Solution Design: Architect end-to-end Zoho solutions across CRM, Creator, Desk, Analytics, and Flow.
- Configuration & Development: Hands-on build of modules, workflows, Deluge scripts, APIs, and integrations with external systems (websites, payments, ERPs).
- Prototyping & IP Development: Work with CEO and U.S. practice leads to create reusable Gov Templates (Lost & Found, Case Management, Complaint Tracking).
- Client Engagement: Join daily standups and workshops with U.S. clients; translate business processes into scalable CRM solutions.
- Knowledge Transfer: Mentor India-based junior admins and developers to build internal Zoho capability.
- Delivery Oversight: Ensure compliance with accessibility, audit, and reporting needs specific to government clients.
Qualifications
- 5+ years hands-on experience in Zoho CRM, Creator, Flow, Desk, and Analytics.
- Strong expertise in Deluge scripting and Zoho API integrations.
- Proven track record delivering enterprise or government projects on Zoho.
- Ability to translate business workflows into technical designs.
- Strong communication skills to interface with U.S. stakeholders daily.
- Experience mentoring small teams.
- (Preferred) Prior work with public sector or NGO clients.
What We Offer
- Lead role in building a brand-new CRM practice at a profitable, growing firm.
- Direct exposure to U.S. government projects and clients.
- Opportunity to create IP (repeatable templates) that will shape Exemplifi's CRM strategy.