Zoho One CRM & Automation Specialist

RemoteVA PHRemote — Philippines

Remote Full-time

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Experience Level

Experience

Qualifications

Qualifications:Demonstrated expertise in the Zoho One ecosystem (CRM, Creator, Books, etc.). Strong background in workflow automation, CRM customization, and integration projects. Familiarity with AI tools and features within Zoho, including Zia, chatbots, and AI workflows. Excellent problem-solving, analytical, and documentation skills. Experience in reporting, dashboards, and developing client portals is preferred.

About the job

The ideal candidate will possess deep expertise in Zoho applications and AI-driven automation, with a history of success in CRM data management, workflow design, dashboard development, and creating engaging customer portals.

Key Responsibilities:

CRM Cleanup & Data Management:

Conduct thorough audits and clean existing Contacts, Accounts, and Deals within Zoho CRM.
Deduplicate and standardize data across modules to maintain accuracy and consistency.
Implement AI-powered tools for ongoing data hygiene and enhancement.

Workflow Automation:

Design and implement automated workflows in Zoho CRM, focusing on Deals & Leads modules.
Optimize lead-to-deal conversion processes for better efficiency.
Create task automations to minimize manual input and enhance productivity.

Reporting & Dashboards:

Develop customized dashboards to provide real-time visibility into key performance indicators (KPIs).
Deliver insights on sales performance, pipeline health, and client engagement.
Enable leadership to easily track progress towards organizational goals.

Customer Portals & Engagement:

Design branded customer portals for borrowers and clients.
Centralize documentation, communication, and deal progress tracking.
Integrate AI-driven tools to improve customer interactions and support.

AI & Integration:

Utilize Zoho AI features, including Zia and AI-driven workflows, chatbots, etc.
Seamlessly integrate various Zoho applications (CRM, Creator, Books, Cliq, etc.).
Ensure scalability and adherence to best practices to facilitate long-term business growth.

About RemoteVA PH

RemoteVA PH is dedicated to improving operational efficiency through innovative technology and superior service. Our team thrives on collaboration and is passionate about utilizing Zoho's capabilities to deliver exceptional solutions tailored to our clients' needs.

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