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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