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.
✅ 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)
📍 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]
Average salary estimate
If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.
Senior IT Major Incident Manager needed to lead cross-functional incident response, improve service operations, and mentor analysts for a remote US-based IT organization.
Coretelligent is hiring a hands-on Client Lifecycle Specialist to lead technical onboarding, deploy monitoring and security tools, and create scalable documentation for enterprise managed IT clients.
MIS Analyst needed to manage Meditech user provisioning, role-based security, and access validation for a Lexington-based healthcare IT team in a fully remote capacity.
Lead the technical architecture and implementation of secure, data-driven solutions to support MATP planning, oversight, and financial reconciliation for a remote U.S.-based program team.
LSEG GSOC is hiring a Senior Incident Responder to lead hands-on digital forensics and advanced malware investigations while strengthening detection, response playbooks and SOC capabilities.
Legends Global is hiring a Senior Analyst to lead EDI and B2B integration architecture and data transformation across on-prem and cloud systems for its global live-events platform.
Provide hands‑on technical support and incident resolution for hardware, software, COTS applications, and basic network/user administration at Unisys' Salt Lake City service desk.
Senior Systems Engineer (Virtualization/Linux) to support and automate Visa's mission-critical infrastructure across virtualization, container, and Linux platforms in a hybrid, 24x7 environment.
Provide level-two technical support and IT asset management at Rentokil's Memphis location, resolving hardware, software, and access issues while ensuring compliance with IT policies.
Experienced Azure Cloud Engineer (FinOps) needed to drive cloud cost optimization, automation, and scalable infrastructure deployments for a wealth management firm at one of three onsite locations.
The City of Fort Worth is hiring onsite IT Services Specialists to manage hardware/software asset inventory, warehouse operations, and end-user service requests within its Asset Management Division.
Provide onsite, frontline Desk Side support during a critical post-go-live Hypercare period, troubleshooting hardware and software, guiding end users, and maintaining SLA-driven ticketing for a multinational engineering consultancy.
Arthur Grand Technologies is hiring a Systems Analyst II (Mainframe - COBOL) to maintain and improve production mainframe processes supporting ancillary benefits products in a remote contract role.
Remote Virtual Assistant provides Remote, Virtual Services helping busy entrepreneurs get organized and get things done!
9 jobs
🔮
Hi, I'm Risa! Your AI Career Copilot
you, just ask me below!
