zoho expert & automation specialist (commercial Real Estate/lending)Remote VA

Are you passionate about building smart, automated systems that make businesses run smoothly? We're looking for a Zoho Expert who can leverage AI and the Zoho One ecosystem to streamline workflows, boost efficiency, and enhance customer experience.🌟 What You'll Do-CRM Cleanup & Data Management-Audit and clean existing Contacts, Accounts, and Deals in Zoho CRM.-Deduplicate and standardize data to ensure accuracy and consistency.-Implement AI-powered tools for continuous data hygiene and enrichment.Workflow Automation-Design and implement smart workflows in the Deals module.-Automate lead-to-deal conversion and reduce manual processes.-Build task automation to maximize team productivity.Reporting & Dashboards-Create real-time dashboards for key company KPIs.-Provide actionable insights into sales performance and pipeline health.-Empower leadership with data-driven decision-making.Customer Portals & Engagement-Develop branded portals for borrowers and clients.-Centralize documentation, communication, and deal progress.-Use AI to personalize and elevate client interactions.-AI & Integration-Deploy Zoho's AI tools (Zia, chatbots, AI workflows, etc.).-Integrate Zoho apps (CRM, Creator, Books, Cliq, etc.) into a unified platform.-Build scalable solutions aligned with best practices.AI & Integration-Deploy Zoho's AI tools (Zia, chatbots, AI workflows, etc.).-Integrate Zoho apps (CRM, Creator, Books, Cliq, etc.) into a unified platform.-Build scalable solutions aligned with best practices.Requirements✅ What We're Looking For-Proven experience with Zoho One application, 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🧰 Tools You'll Work WithZoho One Suite (Zoho Creator, Campaigns, CRM, Analytics, Flow, and more)Benefits📍 Remote / Work-from-Home | 🕒 M-F | 8:00 AM-5:00 PM Arizona Time📩 How to ApplyIf you're ready to make an impact and build smarter systems, we'd love to hear from you.👉 Send your CV and portfolio to [Protected Info]
Remote VA

Philippines
Permanent
Full-time