Zoho Expert

3 weeks ago


Cavite City, Philippines RemoteVA Full time

3 days ago Be among the first 25 applicants 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 Audit and clean existing Contacts, Accounts, and Deals in Zoho CRM, deduplicate and standardize data to ensure accuracy and consistency. Design and implement smart workflows in the Deals module, automate lead‑to‑deal conversion, and build task automation to maximize team productivity. Create real‑time dashboards for key company KPIs, provide actionable insights into sales performance and pipeline health, and empower leadership with data‑driven decision‑making. Develop branded portals for borrowers and clients, centralize documentation, communication, and deal progress, and use AI to personalize and elevate client interactions. Deploy Zoho’s AI tools (Zia, chatbots, AI workflows, etc.), integrate Zoho apps (CRM, Creator, Books, Cliq, etc.) into a unified platform, and build scalable solutions aligned with best practices. Requirements 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. Tools You’ll Work With Zoho One Suite (Zoho Creator, Campaigns, CRM, Analytics, Flow, and more) 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


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