# Zoho Expert (Commercial Real Estate / Lending)

> Remote VA · Philippines (Remote) · Full-time · Posted 2025-10-01

**Salary:** From USD 8,700

**Workplace:** remote

## Description

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

## Requirements

✅ 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.

## Benefits

Schedule: Full-time | 9 AM – 5 PM Arizona Time

Location: Remote (Work-from-Home

📩 Apply Now

Send your CV and portfolio to 👉 mondilla.jay03@gmail.com

Please highlight your Zoho project experience in commercial real estate or lending when applying.

## Apply

[Apply at Remote VA](https://apply.workable.com/remote-va/j/9E6E72EBCC/apply)

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