17/03/2025
CRM & Client Portal Specialist (casual contract) โ Eltham
Hey there! Weโre a growing small business working, and weโre on the lookout for a CRM, Job Management, and Client Portal Specialist to help us setup and streamline our systems.
If you love optimizing workflows, making things run smoothly, and supporting a great team, weโd love to hear from you!
About the Role
This role is perfect for someone who enjoys problem-solving, automation, and making life easier for a business and its customers. Hereโs what youโll be doing:
ยท CRM Setup & Job Management System Integration โ Helping us find and integrate the right CRM with our job management system to ensure seamless workflow.
ยท Client Portal Setup โ Research, recommend, and set up a simple, user-friendly client portal for document storage and access.
ยท Automation & Reporting โ Improving our system automation and creating relevant reports.
ยท Team Support & Training โ Give our team the tools and know-how to get the most out of these systems.
Weโre Looking For Someone Who:
โข Has experience with CRM platforms (like HubSpot or Salesforce) and job management systems.
โข Understands client portals and how to integrate different systems.
โข Can set up automation and create reports as required.
โข Enjoys solving problems and is great at explaining techy things in a simple way.
โข Who is an Australian Resident.
Weโre Offering
ยท Flexible hours โ Work casual hours at times to suit you.
ยท Competitive pay โ We appreciate expertise and will offer a generous hourly rate based on experience.
ยท Supportive team โ Weโre a friendly, growing business that values a positive work environment.
Interested? Letโs Chat!
If this sounds like your kind of role, weโd love to hear from you! Send your resume along with a short cover letter telling us about your experience and how you can help to [email protected]