Zoho Expert (Commercial Real Estate / Lending)
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Job Description
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. Youโll play a key role in automating workflows, building insightful dashboards, and creating customer-facing portalsโall powered by Zoho and AI.
๐ What Youโll 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 sa...