Zoho One CRM & Automation Specialist
Remote VA
Overview RemoteVA PH is looking for an experienced Zoho One CRM & Automation Specialist to centralize, simplify, and optimize operations within Zoho One. Our team is committed to leveraging technology and innovation to drive efficiency, improve data accuracy, and enhance client satisfaction. The ideal candidate will be skilled in Zoho applications and AI-driven automation, with proven experience in CRM cleanup, workflow design, dashboard creation, and developing customer-facing portals. Key Responsibilities CRM Cleanup & Data Management Audit and clean existing Contacts, Accounts, and Deals in Zoho CRM Deduplicate and standardize data across modules for accuracy and consistency Implement AI-powered tools for ongoing data hygiene and enrichment Workflow Automation Design and implement automated workflows in Zoho CRM (Deals & Leads modules) Streamline lead-to-deal conversion processes Create task automation to reduce manual input and improve efficiency Reporting & Dashboards Build customized dashboards for real-time visibility of company KPIs Provide insights on sales performance, pipeline health, and client activity Enable leadership to track progress toward goals at a glance Customer Portals & Engagement Develop branded customer portals for borrowers and clients Centralize documentation, communication, and deal progress tracking Incorporate AI-driven tools to enhance customer interactions and support AI & Integration Utilize Zoho AI features (Zia, AI-driven workflows, chatbots, etc.) Integrate Zoho apps (CRM, Creator, Books, Cliq, etc.) into a seamless platform Ensure scalability and best practices to support long-term business growth Qualifications Proven expertise in Zoho One ecosystem (CRM, Creator, Books, etc.) Strong background in workflow automation, CRM customization, and integrations Familiarity with AI tools and features within Zoho (Zia, chatbots, AI workflows) Strong problem-solving, analytical, and documentation skills Experience with reporting, dashboards, and client portal development preferred Work Setup Remote / Work From Home Compensation Weekly Pay Schedule Mondays – Fridays | 8:00 AM – 5:00 PM (Arizona Time) How to Apply If interested, please email your resume & portfolio to View email address on click.appcast.io with the subject line: "Application – Zoho One CRM & Automation Specialist" Applications without the correct subject line will not be entertained. #J-18808-Ljbffr
- What You’ll Do CRM Cleanup & Data Management: Audit and clean existing... ..., Accounts, and Deals in Zoho CRM. Deduplicate and... ...hygiene and enrichment. Workflow Automation: Design and implement smart workflows... ...Proven experience with Zoho One applications, particularly CRM...CRMRemote workWork from home
- ...RemoteVA is looking for a Zoho Expert with experience in the commercial... ...streamline, and enhance our Zoho One ecosystem. You’ll play a key role in automating workflows, building insightful dashboards... ...by Zoho and AI. What You’ll Do CRM Cleanup & Data Management: Audit...CRMFull timeRemote workWork from home
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