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Zoho Expert & Automation Specialist (Commercial Real Estate/Lending) at Remote VA. 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). Company Location: Romania.