RemoteVA is looking for a Zoho Expert with experience in the commercial real estate or lending industry to help us clean up, streamline, and enhance our Zoho One ecosystem. You’ll play a key role in automating workflows, building insightful dashboards, and creating customer-facing portals—all powered by Zoho and AI.
🔑 What You’ll Do
CRM Cleanup & Data Management
- Audit and refine existing Contacts, Accounts, and Deals in Zoho CRM.
- Deduplicate and standardize records across modules for accuracy and consistency.
- Deploy AI-powered solutions for ongoing data hygiene and enrichment.
Workflow Automation
- Design and implement advanced workflows in the Deals module.
- Streamline lead-to-deal conversion processes.
- Automate routine tasks to reduce manual work and boost team productivity.
Reporting & Dashboards
- Develop custom dashboards to display KPIs in real time.
- Deliver insights into sales performance, pipeline health, and client activity.
- Provide leadership with clear visibility into progress against goals.
Customer Portals & Engagement
- Build branded customer portals for borrowers and clients.
- Centralize documentation, communication, and deal progress tracking.
- Integrate AI tools for smarter, more efficient client support.
AI & Integration
- Leverage Zoho AI features (Zia, chatbots, predictive workflows, etc.).
- Integrate Zoho apps (CRM, Creator, Analytics, Books, Campaigns, Flow, Cliq, etc.) into a seamless platform.
- Ensure systems are scalable, secure, and aligned with industry best practices
Requirements
✅ What We’re Looking For
- Proven experience with Zoho One applications, particularly CRM, Creator, Analytics, and Flow.
- Required: Prior project experience within the commercial real estate or lending industry using Zoho solutions.
- Strong expertise in building automations, dashboards, and client portals.
- Familiarity with Zoho AI tools and their applications.
- Excellent analytical, problem-solving, and communication skills.
- Ability to translate business needs into effective, scalable Zoho solutions.
Benefits
Schedule: Full-time | 9 AM – 5 PM Arizona Time
Location: Remote (Work-from-Home
📩 Apply Now
Send your CV and portfolio to 👉 [email protected]
Please highlight your Zoho project experience in commercial real estate or lending when applying.
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