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]