All Ready Safe

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]

Merry Christmas from our team to you! Our office is now closed for a recharge and will be open again from Monday 15th January. Happy holidays!

Our office is closed Thursday 26th January due to the public holiday and will be open again on Friday 27th January

Happy New Year! There will definitely be a bit of this happening in the office when we return on January 9th! Here's to 2023 being a happy and healthy one for you all.

Amazing VR technology being used to train CFA volunteers!