Zoho One CRM & Automation Specialist

Philippines
Permanent
Full-time

10 days ago
Apply easily

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

RequirementsQualifications:

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

BenefitsWork Setup: Remote / Work From HomeCompensation: Weekly PaySchedule: Mondays – Fridays | 8:00 AM – 5:00 PM (Arizona Time)📩 How to Apply:If interested, please email your resume & portfolio to mondilla.jay03@gmail.comwith the subject line: " Application – Zoho One CRM & Automation Specialist "⚠️ Applications without the correct subject line will not be entertained.

Remote VA