Zoho Expert

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 -CRM Cleanup & Data Management -Audit and clean existing Contacts, Accounts, and Deals in Zoho CRM. -Deduplicate and standardize data to ensure accuracy and consistency. -Implement AI-powered tools for continuous data hygiene and enrichment. Workflow Automation -Design and implement smart workflows in the Deals module. -Automate lead-to-deal conversion and reduce manual processes. -Build task automation to maximize team productivity. Reporting & Dashboards -Create real-time dashboards for key company KPIs. -Provide actionable insights into sales performance and pipeline health. -Empower leadership with data-driven decision-making. Customer Portals & Engagement -Develop branded portals for borrowers and clients. -Centralize documentation, communication, and deal progress. -Use AI to personalize and elevate client interactions. AI & Integration -Deploy Zoho’s AI tools (Zia, chatbots, AI workflows, etc.). -Integrate Zoho apps (CRM, Creator, Books, Cliq, etc.) into a unified platform. -Build scalable solutions aligned with best practices. AI & Integration -Deploy Zoho’s AI tools (Zia, chatbots, AI workflows, etc.). -Integrate Zoho apps (CRM, Creator, Books, Cliq, etc.) into a unified platform. -Build scalable solutions aligned with best practices. Requirements ✅ What We’re Looking For -Proven experience with Zoho One application, particularly CRM, Creator, Analytics, and Flow. -Required: 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 Remote / Work-from-Home | M–F | 8:00 AM–5:00 PM Arizona Time How to Apply If you’re ready to make an impact and build smarter systems, we’d love to hear from you. Send your CV and portfolio to #J-18808-Ljbffr