Zoho Expert (Commercial Real Estate / Lending)

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 hidden — sign in]
• Please highlight your Zoho project experience in commercial real estate or lending when applying.