About Interloop
Interloop is a People, Process, and
Technology consulting firm with offices in India and the UAE. For seven
consecutive years, we've grown profitably while helping startups, SMBs, and
mid-market enterprises align how they hire, sell, and scale. We're a leading
Zoho Partner — and now evolving from a services firm into a product-led
organisation building proprietary solutions that scale.
About the role
A CRM is only as good as the sales process
behind it. As a Junior Associate Consultant - CRM, you'll work with our
implementation team to put Zoho CRM and Zoho One to work for client
organizations - understanding how their sales teams operate, converting that
into modules, pipelines, and automation, testing it until it holds, and
documenting it so the client can run it without us. Requirement gathering,
configuration, automation, UAT, training. You'll touch every stage of the
implementation, and understand the business problem behind each one.
This role is for you if:
· You want to understand how a
business sells - not just which buttons the software has
· You like turning a messy,
verbal process into a clean system that runs on its own
· You'd rather ask the clarifying
question in the room than guess at your desk
· You're drawn to both sides of
the work - the consulting conversation and the hands-on build
What you'll do
CRM Implementation & Consulting
· Implement Zoho CRM and Zoho One
solutions for client organizations
· Configure modules, fields,
layouts, profiles, roles, permissions, and views
· Help design sales processes,
pipelines, and business workflows
· Support data migration —
cleaning, mapping, and validating client data before go-live
Requirement Gathering & Process Understanding
· Sit in client meetings and
requirement-gathering sessions
· Map how the client's business
runs today and identify where automation earns its place
· Convert business requirements
into CRM configurations - and document process flows, requirement documents,
and implementation notes
· Communicate requirements and
solutions clearly to clients and internal teams
Automation & Integrations
· Configure Workflow Rules,
Blueprint, Approval Processes, Validation Rules, and Assignment Rules
· Set up email notifications,
templates, and webhooks
· Support integrations between
Zoho CRM, other Zoho applications, and third-party platforms
Testing & UAT
· Run functional testing on every
configuration before it reaches the client
· Support clients through User
Acceptance Testing (UAT)
· Identify, document, and
troubleshoot issues until the build meets approved requirements
Client Support & Documentation
· Provide product and
configuration support to clients, and coordinate internally to resolve their
concerns
· Write user guides, training
documents, and SOPs the client keeps using after we leave
· Maintain requirement trackers
and issue logs; document every configuration and customization for the next
consultant
Who we're looking for
Experience
· 0–2 years in CRM
implementation, business operations, or a client-facing role - freshers with a
genuine interest in CRM, process automation, and Zoho are welcome
· Open to travel across India and
internationally for client engagements when required
Education
· Management track: MBA / PGDM - Sales
& Marketing, Operations, HR, or a related specialization
· Tech track: BCA / MCA
· Final-year students eligible
for campus placement can apply
Skills
· CRM platforms - Zoho CRM is
good to have; hands-on experience with any other CRM tool counts equally
· CRM fundamentals - understands
sales processes, and how modules, fields, layouts, workflows, reports, and
dashboards structure them
· Business automation - understands how manual, repetitive work becomes rule-based workflows,
approvals, and triggers, and where automation adds value
· AI & MCP tools - comfortable using AI assistants and MCP (Model Context Protocol) tools in
day-to-day work: research, documentation, configuration, and testing
· Analytical thinking - breaks a
business requirement into data structures and process steps; solves problems
rather than escalating them
· Data comfort - strong Excel /
Google Sheets; handles, cleans, and validates data with care
· Technical curiosity - Deluge
scripting and a working grasp of APIs, webhooks, and integrations are an
advantage
· Communication - clear verbal
and written English; professional with clients on calls and over email;
documents well
How you work
You understand the business problem before
you open the configuration screen. You ask the question in the meeting instead
of guessing after it. You own the tasks assigned to you and close them without
being chased. You follow implementation standards and document as you go, not
after. You pay attention to detail, manage your own time, and work just as well
alone as in a team. These habits matter more to us at this stage than what you
already know about Zoho. We can teach the rest.
Learning Elements
· End-to-end CRM implementation
experience - requirement gathering to UAT to go-live
· Hands-on mastery of Zoho CRM
and exposure across the Zoho ecosystem - CRM, HR, projects, and analytics
· Both halves of a consulting
career: technical configuration and client-facing solution consulting
· Direct client exposure across
industries and an India and UAE client base
· A clear growth path
