• Lead requirements gathering with business users across Sales, Service, and Finance; document current and desired processes — lead management, quotation, contracts, invoicing, and collections — and map them into standard Odoo features.

• Configure Odoo CRM functionally, including pipelines, stages, activities, and email templates, to support the lead-to-quotation cycle.

• Configure Odoo Accounting functionally, including chart of accounts, taxes, journals, and payment terms, to support invoicing, collections, and financial reporting.

• Design and adjust functional workflows — approvals, validations, and automation rules — with minimal or no coding, coordinating with technical Odoo developers and providing clear functional specifications when customization or integration is needed.

• Prepare and maintain master data such as customers, services, price lists, taxes, and payment terms, ensuring ongoing data quality.

• Create and maintain process maps, configuration guides, and user manuals; organize and deliver user training, functional workshops, and onboarding sessions for new staff.

• Manage and support User Acceptance Testing, go-live activities, and post-go-live stabilization.

• Monitor usage of the CRM and Accounting modules, identify bottlenecks, and propose improvements to processes, configurations, and reports/dashboards.

• Other task will be assigned by line manager.