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Zoho Expert (Commercial Real Estate / Lending) at Remote VA. RemoteVA is looking for a Zoho Expert with experience in the commercial real estate or lending industry to help us clean up, streamline, and enhance our Zoho One ecosystem. You’ll play a key role in automating workflows, building insightful dashboards, and creating customer-facing portals—all powered by Zoho and AI.. 🔑 What You’ll Do. CRM Cleanup & Data Management. -Audit and refine existing Contacts, Accounts, and Deals in Zoho CRM.. -Deduplicate and standardize records across modules for accuracy and consistency.. -Deploy AI-powered solutions for ongoing data hygiene and enrichment.. Workflow Automation. -Design and implement advanced workflows in the Deals module.. -Streamline lead-to-deal conversion processes.. -Automate routine tasks to reduce manual work and boost team productivity.. Reporting & Dashboards. -Develop custom dashboards to display KPIs in real time.. -Deliver insights into sales performance, pipeline health, and client activity.. -Provide leadership with clear visibility into progress against goals.. Customer Portals & Engagement. -Build branded customer portals for borrowers and clients.. -Centralize documentation, communication, and deal progress tracking.. -Integrate AI tools for smarter, more efficient client support.. AI & Integration. -Leverage Zoho AI features (Zia, chatbots, predictive workflows, etc.).. -Integrate Zoho apps (CRM, Creator, Analytics, Books, Campaigns, Flow, Cliq, etc.) into a seamless platform.. -Ensure systems are scalable, secure, and aligned with industry best practices. ✅ What We’re Looking For. -Proven experience with Zoho One applications, 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.. Company Location: Dominican Republic.