Website:
efficio-hub.ai
Job details:
Role Overview -
The ITA Associate will own the IT Applications (ITA) bucket of Efficio Hub's IT services scope — advising on and administering business software (CRM, inventory, accounting, expense management, and Zoho applications), running onboarding/offboarding and license workflows, and coordinating with the empanelled IT infrastructure vendor on matters that intersect hardware, network, or user access. This is a hands-on, execution-focused role suited to someone who enjoys configuring systems, automating workflows, and being the day-to-day point of contact between the business and its software/vendor ecosystem.
Key Responsibilities -
1. Software / SaaS Advisory (CRM, Inventory, Accounting, Expense Management, etc.)
- Suggest the right application/software as per business requirement
- Customize and complete initial setup of selected applications
- Import past/legacy data into the new application
- Conduct user training on new or updated applications
- Manage ongoing co-ordination with the relevant service provider
- Write light scripts or use platform coding tools to customize application logic or integrations wherever needed.
2. Zoho Administration
- Administer and maintain Zoho applications — Zoho CRM, Zoho Desk, Zoho Creator, Zoho FSM, Zoho People, Zoho Projects, and other modules as applicable
- Configure user roles, profiles, permissions, and access controls
- Manage application settings, layouts, fields, forms, and system configurations
3. Workflow & Process Automation
- Design, implement, and maintain workflows, approval processes, assignment rules, and automation within the Zoho platform
- Collaborate with business teams to understand process requirements and translate them into Zoho solutions
- Monitor and optimize existing workflows to improve operational efficiency
- Use scripting/coding (e.g., Deluge, JavaScript) to build custom functions, integrations, or automations wherever configuration alone isn't sufficient
4. User Onboarding & Offboarding
- Manage end-to-end onboarding — user creation, role assignment, access provisioning, and license allocation
- Handle employee offboarding — revoking access, reclaiming licenses, ensuring compliance with organizational policies
- Maintain user access records and ensure appropriate system access controls
5. License Management
- Track and manage Zoho and other application licenses/subscriptions
- Allocate, modify, renew, and reclaim licenses based on business requirements
- Co-ordinate with vendors and internal stakeholders on license procurement and renewals
6. Support & Maintenance
- Provide support for Zoho and other application-related issues and user queries
- Troubleshoot system issues and co-ordinate with Zoho support / other vendor support as required
- Perform regular system audits and data quality checks
7. Vendor Co-ordination (IT Infrastructure)
- Act as the business-side point of contact for IT infrastructure matters handled by the empanelled managed-services vendor, where ITA and ITS scopes intersect (e.g., onboarding/offboarding of IT assets, licensing compliance, ticket escalations)
- Track vendor SLAs and ticket resolution status; escalate as needed
- Coordinate ongoing requirements, renewals, and issue resolution with the vendor
8. Reporting & Documentation
- Create and maintain reports, dashboards, and analytics for business users
- Document configurations, workflows, processes, and Standard Operating Procedures (SOPs)
- Prepare periodic system usage and license utilization reports
Required Candidate Profile -
- BCA or MCA with 1–3 years of relevant experience in application/SaaS administration
- Hands-on experience with Zoho (CRM, Desk, Creator, FSM, People, Projects) or comparable business software platforms strongly preferred
- Comfortable working directly with business users to gather requirements and translate them into system configurations
- Basic understanding of IT infrastructure concepts (assets, licensing, user access) to coordinate effectively with the IT infra vendor
- Basic to intermediate coding/scripting skills (e.g., Deluge, JavaScript, Python) to build custom automations and integrations wherever needed
- Strong documentation and reporting discipline
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