Zoho Expert
New
Philippines, 9 AM – 5 PM Arizona TimeFull-TimeMiddle
Salary not disclosed
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Job Details
- Required Skills
- Data management
Requirements
- Proven experience with Zoho One applications, particularly CRM, Creator, Analytics, and Flow.
- 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.
Responsibilities
- 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.
- 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.
- Develop custom dashboards to display KPIs in real time.
- Build branded customer portals for borrowers and clients.
- Integrate Zoho apps (CRM, Creator, Analytics, Books, Campaigns, Flow, Cliq, etc.) into a seamless platform.
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