Zoho Expert & Automation Specialist (Commercial Real Estate/Lending)
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Are you passionate about building smart, automated systems that make businesses run smoothly? Weβre looking for a Zoho Expert who can leverage AI and the Zoho One ecosystem to streamline workflows, boost efficiency, and enhance customer experience.
π What Youβll 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...