Zoho One CRM & Automation Specialist

RemoteVA PHRemote — Philippines

Remote Full-time

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Experience Level

Experience

Qualifications

Qualifications: Proficient in the Zoho One ecosystem, including CRM, Creator, and Books. Extensive background in workflow automation, CRM customization, and integrations. Familiarity with AI tools and features within Zoho, such as Zia and chatbots. Exceptional problem-solving, analytical skills, and documentation abilities. Experience with reporting, dashboards, and client portal development is preferred.

About the job

We are seeking a highly skilled individual with expertise in Zoho applications and AI-driven automation. The successful candidate will have a proven track record in CRM cleanup, workflow design, dashboard creation, and the development of customer-facing portals.

Key Responsibilities:

CRM Cleanup & Data Management: Audit existing Contacts, Accounts, and Deals in Zoho CRM, deduplicate and standardize data for accuracy, and implement AI tools for ongoing data hygiene.
Workflow Automation: Design and implement automated workflows within Zoho CRM, streamline lead-to-deal conversion processes, and create task automations to enhance efficiency.
Reporting & Dashboards: Build customized dashboards to provide real-time visibility on key performance indicators, offering insights into sales performance and client activity.
Customer Portals & Engagement: Develop branded customer portals for borrowers and clients, centralizing communication and documentation, while enhancing interactions through AI-driven tools.
AI & Integration: Utilize Zoho AI features and integrate various Zoho applications to ensure a seamless platform that supports long-term business growth.

About RemoteVA PH

RemoteVA PH is at the forefront of leveraging technology to enhance operational efficiency. Our team is dedicated to innovation and client satisfaction, making RemoteVA PH a great place to grow your career.

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