Zoho Expert & Automation Specialist (Commercial Real Estate/Lending)

Full time Other Sales and Related Workers

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 de...