Zoho Expert for Commercial Real Estate / Lending - Remote

Overview

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.

In Short

• 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.
• 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.
• Develop custom dashboards to display KPIs in real time.
• Build branded customer portals for borrowers and clients.
• Leverage Zoho AI features for smarter client support.
• Ensure systems are scalable, secure, and aligned with industry best practices.

Requirements

• Proven experience with Zoho CRM and its ecosystem.
• Strong understanding of commercial real estate or lending processes.
• Experience in data management and CRM cleanup.
• Ability to design workflows and dashboards effectively.
• Familiarity with AI tools and integration.
• Excellent communication skills for customer engagement.

Benefits

• Work remotely with a flexible schedule.
• Opportunity to work with cutting-edge technology.
• Collaborate with a dynamic team.
• Professional development opportunities.
• Competitive compensation.