Job 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.
🔑 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...