Zoho Expert (Commercial Real Estate / Lending)

Remote Va
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🌍 Remote📍 Dominican Republic📍 TELECOMMUTEFull time

About this role

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.

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.

Frequently Asked Questions

Is the salary disclosed for the Zoho Expert (Commercial Real Estate / Lending) position at Remote Va?
The salary for this Zoho Expert (Commercial Real Estate / Lending) role at Remote Va is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Is the Zoho Expert (Commercial Real Estate / Lending) job at Remote Va remote?
Yes, this Zoho Expert (Commercial Real Estate / Lending) position at Remote Va is remote, with team members based in Dominican Republic, TELECOMMUTE. You can work from home or anywhere in the supported regions.
Is the Zoho Expert (Commercial Real Estate / Lending) role at Remote Va full-time or part-time?
This is listed as a Full time position. It is posted as a Zoho Expert (Commercial Real Estate / Lending) role at Remote Va.
How do I apply for the Zoho Expert (Commercial Real Estate / Lending) position at Remote Va?
Click the "Apply Now" button on this page. You will be redirected to Remote Va's official application portal hosted on workable where you can submit your application directly.
When was the Zoho Expert (Commercial Real Estate / Lending) job at Remote Va posted?
This Zoho Expert (Commercial Real Estate / Lending) position at Remote Va was posted on Oct 1, 2025. Apply as soon as possible — early applications are often reviewed first.
Zoho Expert (Commercial Real Estate / Lending)
Remote Va
Apply for this role ↗

You'll be redirected to Remote Va's official application page on workable.