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