17/03/2025
CRM & Client Portal Specialist (casual contract) – Eltham
Hey there! We’re a growing small business working, and we’re 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, we’d 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. Here’s what you’ll be doing:
· CRM Setup & Job Management System Integration – Helping us find and integrate the right CRM with our job management system to ensure seamless workflow.
· Client Portal Setup – Research, recommend, and set up a simple, user-friendly client portal for document storage and access.
· Automation & Reporting – Improving our system automation and creating relevant reports.
· Team Support & Training – Give our team the tools and know-how to get the most out of these systems.
We’re Looking For Someone Who:
• Has experience with CRM platforms (like HubSpot or Salesforce) and job management systems.
• Understands client portals and how to integrate different systems.
• Can set up automation and create reports as required.
• Enjoys solving problems and is great at explaining techy things in a simple way.
• Who is an Australian Resident.
We’re Offering
· Flexible hours – Work casual hours at times to suit you.
· Competitive pay – We appreciate expertise and will offer a generous hourly rate based on experience.
· Supportive team – We’re a friendly, growing business that values a positive work environment.
Interested? Let’s Chat!
If this sounds like your kind of role, we’d 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]