Remote VA 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.
Responsibilities
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
Proven experience with Zoho One applications, particularly CRM, Creator, Analytics, and Flow.
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)
How to Apply
Apply Now. Send your CV and portfolio to ******. Please highlight your Zoho project experience in commercial real estate or lending when applying.
