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Urgent! Zoho Expert (Commercial Real Estate / Lending) Job Opening In WorkFromHome – Now Hiring RemoteVA

Zoho Expert (Commercial Real Estate / Lending)



Job description

Overview

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 will play a key role in automating workflows, building insightful dashboards, and creating customer-facing portals — all powered by Zoho and AI.

Responsibilities

  • 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

  • Proven experience with Zoho One applications, particularly CRM, Creator, Analytics, and Flow
  • 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

Please highlight your Zoho project experience in commercial real estate or lending when applying.

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Required Skill Profession

Sector Inmobiliario



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    Unlock Your Zoho Expert Potential: Insight & Career Growth Guide


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