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Zoho One Automation & AI Systems Specialist

Role overview

Qualifications

  • 3+ years of deep experience with Zoho One tools
  • Strong hands-on ability with Zoho CRM, Creator, Deluge, Canvas, and APIs
  • Experience with Zobot, Twilio, and OpenAI/LLM integrations
  • Excellent written and verbal communication in English

Responsibilities

  • Build and optimize custom modules in Zoho CRM, including inventory, reservations, and deals
  • Design automated workflows using Deluge, Zoho Flow, and Zoho’s native automation tools
  • Create dynamic forms and public portals via Zoho Creator or integrated tools
  • Sync inventory and lead data across internal and external tools (CRM, Sheets, WorkDrive, etc.)

Key facts

Other skills

  • Communication

About the company

Philip James Realty Corp. logo

Philip James Realty Corp.

Company details

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Job description

This is a remote position.

We’re seeking a highly experienced Zoho automation specialist to help us streamline and scale our real estate sales and client engagement system. This is a technical/strategic role requiring deep expertise across Zoho One apps, especially CRMCreatorSalesIQ/Zobot, and integrations with TwilioOpenAI, and external APIs.


You will work closely with the founder and team to build automations, simplify workflows, and enable smart client and agent experiences through integrated tech.


How to Apply:

Please apply via Zoho Recruit  and complete the pre-assessment form to be considered. Only candidates completing the form will be reviewed



Requirements

Key Responsibilities:


  • Build and optimize custom modules in Zoho CRM, including inventory, reservations, and deals
  • Design automated workflows using DelugeZoho Flow, and Zoho’s native automation tools
  • Create dynamic forms and public portals via Zoho Creator or integrated tools
  • Automate reservation form and contracts, using tools including Zoho Sign
  • Help design and deploy AI-driven experiences using ZobotSalesIQ, and OpenAI
  • Sync inventory and lead data across internal and external tools (CRM, Sheets, WorkDrive, etc.)
  • Set up messaging automations via WhatsApp and email
  • Customize dashboards and access control for internal users and external partners
  • Optimize CRM call system


Preferred Qualifications:

  • 3+ years of deep experience with Zoho One tools
  • Strong hands-on ability with Zoho CRMCreatorDelugeCanvas, and APIs, and Zoho One apps
  • Experience with ZobotTwilio, and OpenAI/LLM integrations
  • Prior experience working for a  Zoho-authorized partner is desired
  • Excellent written and verbal communication in English (English and Spanish preferred)
  • Prior work experience with a real estate brokerage is a plus  

Benefits

  • Part-time to start: 15–25 hours/week
  • Remote work, flexible hours, responsive collaboration
  • Project-based with long-term potential




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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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