Platform Manager - Zoho

DSI Systems

About The Position

DSI Systems Inc., an Authorized AT&T Distributor Partner, is seeking a Platform Manager – Zoho to lead the administration, optimization, and strategic evolution of our Zoho ecosystem. This role is responsible for ensuring system reliability, operational efficiency, and scalable process design across Sales, Operations, Marketing, and Support. Reporting to the Senior Director of Systems Operations, the Platform Manager serves as the subject matter expert for Zoho CRM and related Zoho applications—overseeing configuration, integrations, data governance, and long-term platform strategy. This individual partners cross-functionally to translate business requirements into scalable system solutions that support performance visibility, automation, and sustainable company growth. About DSI Founded in 1984, DSI is a family-owned company committed to delivering exceptional value and measurable results to our clients and partners. Our comprehensive services include sales management, marketing support, hardware logistics, immersive training, engineering expertise, and proprietary software solutions—all designed to drive growth and operational efficiency. At DSI, we believe strong relationships are the foundation of lasting success. We serve as a one-stop solution across a range of markets—including mobility, broadband, video, commercial, residential, Lodging & Institutions, and Multi-Dwelling Units—empowering our sales partners to uncover new opportunities and maximize their potential.

Requirements

3+ years of hands-on experience administering Zoho CRM or the Zoho One suite in an enterprise environment
Strong understanding of CRM lifecycle management, sales automation, and revenue workflows
Experience building complex workflows, automation logic, and custom functions
Proven ability to translate business requirements into scalable technical configurations
Experience managing CRM integrations, APIs, and system data exchanges
Strong analytical skills with experience building dashboards and operational reporting
Ability to partner effectively with cross-functional stakeholders
Excellent written and verbal communication skills

Nice To Haves

Zoho CRM Administrator Certification
Experience with Zoho Desk, Zoho Analytics, Zoho Creator, or related Zoho applications
Background in Sales Operations, Revenue Operations, or IT Systems Administration
Experience supporting distributed teams in a fast-paced, growth-oriented environment

Responsibilities

Serve as primary owner and administrator of Zoho CRM and related Zoho applications
Manage user roles, permissions, profiles, and overall system security governance
Configure and optimize modules, workflows, automations, blueprints, validation rules, and custom functions
Translate business needs into scalable CRM configurations and process improvements
Maintain and enhance integrations between Zoho and enterprise platforms (telephony, CPQ, BI, support systems, etc.)
Ensure data accuracy and integrity through audits, governance practices, and cleanup initiatives
Build and maintain dashboards, reporting, and performance analytics for leadership visibility
Lead system updates, feature rollouts, testing, and enhancement initiatives
Provide Tier 2/3 support for escalations and coordinate with Zoho Support or vendor partners
Drive adoption through user training, documentation, and best-practice development
Develop and maintain a platform roadmap aligned with organizational growth and scalability goals

Benefits

Medical, Dental, Vision, and Life insurance are available on the first day of the month following your first day of employment – no extended waiting period
401k Plan with employer matching
Paid vacation, personal/sick days, and bereavement time
Employee Profit Sharing Program
50% AT&T wireless discount
Paid training
Advancement opportunities, we prefer to promote from within!

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