Zoho Expert (Commercial Real Estate / Lending)

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

🔑 What You’ll 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...