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Zoho Expert @Remote VA
All others
Salary unspecified
Remote Location
remote Dominican Republic
Job Type full-time
Posted 2mths ago

[Hiring] Zoho Expert @Remote VA

2mths ago - Remote VA is hiring a remote Zoho Expert. 💸 Salary: unspecified 📍Location: Dominican Republic

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

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

Before You Apply
remote Be aware of the location restriction for this remote position: Dominican Republic
Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
Back to Remote jobs  >   All others
Zoho Expert @Remote VA
All others
Salary unspecified
Remote Location
remote Dominican Republic
Job Type full-time
Posted 2mths ago
Apply for this position Unlock 90,002 Remote Jobs
remote Be aware of the location restriction for this remote position: Dominican Republic
Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
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