Zoho Expert; Commercial Real Estate​/Lending

Remote

VA 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.

• 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.

• 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.

Schedule:

Full-time | 9 AM – 5 PM Arizona Time

Location:

Remote (Work-from-Home)

To apply , please send your CV and portfolio to and highlight your Zoho project experience in commercial real estate or lending.