Solutions Implementation Associate

PBN Solutions Limited

About the Company

Job Description

Required Skills

Key Responsibilities

• Assist in the configuration of Zoho and Odoo platforms according to project specifications, including CRM modules, pipelines, workflows, user roles, and permission settings.
• Set up standard automation rules, email templates, custom fields, dashboards, and reports within Zoho CRM, Zoho One, and Odoo as directed.
• Carry out repetitive but critical configuration tasks across multiple client accounts with consistency and accuracy.
• Test all configurations thoroughly before client handover to ensure they function exactly as specified.
• Support client data migration activities, including importing contacts, leads, accounts, products, and historical records into Zoho or Odoo from spreadsheets, legacy CRMs, and other data sources.
• Perform data cleanup tasks: identifying duplicates, standardizing formats, correcting inconsistencies, and ensuring data integrity before and after migration.
• Organize and structure client data in alignment with the agreed system architecture and naming conventions.
• Flag data anomalies or issues to the Lead Consultant in a timely and clearly communicated manner.
• Conduct structured system testing across configured modules, verifying that workflows trigger correctly, automations run as expected, user permissions behave as intended, and data displays accurately.
• Follow agreed testing checklists and document outcomes systematically, noting any bugs, discrepancies, or areas requiring further configuration.
• Support user acceptance testing (UAT) with clients, guiding them through test scenarios and capturing their feedback in a structured format.
• Work with the Lead Consultant to resolve identified issues promptly and re-test until sign-off standards are met.
• Deliver structured, step-by-step training sessions to client teams on how to use their newly configured Zoho or Odoo environment, covering core modules relevant to their specific role and workflow.
• Translate technical system functionality into plain, practical language that non-technical end users can understand and apply confidently.
• Conduct training via video call (Zoom, Google Meet, or similar) or in-person where required, ensuring participants leave each session with clarity and confidence.
• Answer follow-up questions from client users during the post-training period and escalate complex issues to the Lead Consultant where appropriate.
• Create clear, well-structured documentation for every implementation project, including configuration guides, workflow maps, user manuals, and step-by-step how-to-documents tailored to each client's setup.
• Develop training materials such as slide decks, quick-reference guides, and video walkthroughs that clients can refer to after the project is complete.
• Maintain an internal library of reusable templates, configuration notes, and standard operating procedures that improve efficiency across future projects.
• Ensure all project documentation is organized, version-controlled, and stored in the agreed shared workspace (Google Drive or similar).
• Serve as the first point of contact for client queries and minor issues that arise post-implementation, triaging, troubleshooting, and resolving straightforward problems promptly.
• Log all support interactions clearly, noting the issue, the steps taken, and the resolution, so that a full client support history is always available.
• Identify recurring issues or knowledge gaps among client users and proactively recommend additional training or documentation to address them.
• Escalate complex or unresolved issues to the Lead Consultant with a clear summary of what has already been attempted.

Qualifications

• Familiarity with CRM or ERP platforms.
• Strong proficiency in Microsoft Excel / Google Sheets.
• Data entry, cleanup & migration experience.
• Clear written and verbal communication skills.
• Ability to create user-facing documentation.
• Experience facilitating training or walkthroughs.
• High attention to detail and quality discipline.
• Strong self-management and time management skills.
• Comfortable working with tools like Zoho CRM, Zoho One, Odoo, Google Workspace, and Microsoft Excel / Google Sheets.
• Ability to explain technical concepts in simple, human language.
• Ability to follow documented processes and apply them consistently.
• A background in Computer Science, Information Technology, Business Administration, or a related field is an advantage.
• Available for a part-time engagement of approximately 20 hours per week, with flexibility to scale during active project phases.

Benefits & Perks

• Flexible, part-time contract engagement that respects your time and can grow as the company scales.
• Direct, hands-on exposure to enterprise CRM and ERP implementation.
• Mentorship and guidance from an experienced Lead Consultant.
• Opportunity to build a strong, verifiable implementation portfolio across multiple client industries.
• Competitive contract remuneration commensurate with experience and scope of engagement.
• A remote-first working arrangement with clear, structured deliverables.
• Genuine potential for the role to evolve into a full-time position.

How to Apply

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Posted Date

April 12, 2026