[Hiring] Zoho Expert @Remote VA

Role 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. 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.

Qualifications

• 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)

Company Description