Zoho Expert & Automation Specialist (Commercial Real Estate/Lending)

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

🧰 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 [email protected]

Originally posted on Himalayas