Zoho Expert & Automation Specialist (Commercial Real Estate/Lending)

3 days ago Be among the first 25 applicants

Are you passionate about building smart, automated systems that make businesses run smoothly? We’re looking for a Zoho Expert who can leverage AI and the Zoho One ecosystem to streamline workflows, boost efficiency, and enhance customer experience.

What You’ll Do

• Audit and clean existing Contacts, Accounts, and Deals in Zoho CRM, deduplicate and standardize data to ensure accuracy and consistency.
• Design and implement smart workflows in the Deals module, automate lead‑to‑deal conversion, and build task automation to maximize team productivity.
• Create real‑time dashboards for key company KPIs, provide actionable insights into sales performance and pipeline health, and empower leadership with data‑driven decision‑making.
• Develop branded portals for borrowers and clients, centralize documentation, communication, and deal progress, and use AI to personalize and elevate client interactio...