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

✅ 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.