Zoho One CRM & Automation Specialist - Remote

Overview

RemoteVA PH is looking for an experienced Zoho One CRM & Automation Specialist to centralize, simplify, and optimize operations within Zoho One. Our team is committed to leveraging technology and innovation to drive efficiency, improve data accuracy, and enhance client satisfaction.

In Short

• Audit and clean existing Contacts, Accounts, and Deals in Zoho CRM
• Deduplicate and standardize data across modules for accuracy and consistency
• Implement AI-powered tools for ongoing data hygiene and enrichment
• Design and implement automated workflows in Zoho CRM
• Streamline lead-to-deal conversion processes
• Create task automation to reduce manual input and improve efficiency
• Build customized dashboards for real-time visibility of company KPIs
• Develop branded customer portals for borrowers and clients
• Utilize Zoho AI features for enhanced customer interactions
• Integrate Zoho apps into a seamless platform

Requirements

• Proven experience in Zoho applications
• Strong skills in CRM cleanup and data management
• Experience in workflow design and automation
• Ability to create insightful dashboards and reports
• Familiarity with customer engagement strategies
• Knowledge of AI-driven tools and integrations

Benefits

• Work remotely
• Opportunity to leverage innovative technology
• Collaborative team environment
• Focus on improving client satisfaction
• Professional growth and development opportunities