Zoho One Automation - AI Systems Specialist

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🕒 June 16, 2025

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Philip James Realty Corp.

WebsiteLinkedInAll Job Openings

1 - 10 employees

🏠 Real Estate

👥 B2C

💸 Finance

Real Estate • B2C • Finance

Philip James Realty Corp. is a real estate company specializing in luxury and commercial properties in Panama. They assist clients in finding the best options to meet their needs and provide comprehensive consulting services including property sourcing, financing, contract handling, remodeling, obtaining residency visas, and property resale. Their expertise covers a wide range of property types and neighborhoods in Panama, ensuring personalized service for every client.

📋 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 CRM, Creator, SalesIQ/Zobot, and integrations with Twilio, OpenAI, 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.

🎯 Requirements

• 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 • Automate reservation form and contracts, using tools including Zoho Sign • Help design and deploy AI-driven experiences using Zobot, SalesIQ, 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

🏖️ Benefits

• Remote work, flexible hours • Responsive collaboration • Project-based with long-term potential