Zoho Expert (Commercial Real Estate / Lending)
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Remote Va · BrazilWe'll track this in your applications and open the company's page so you can finish applying.
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About the role
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 ✅ 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. Schedule: Full-time | 9 AM - 5 PM Arizona Time Location: Remote (Work-from-Home 📩 Apply Now Send your CV and portfolio to 👉 mondilla.jay03@gmail.com Please highlight your Zoho project experience in commercial real estate or lending when applying.
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