2 of 2 Temporary CRM Jobs in Surrey

ground running on Day 1. You will be expected to audit the current setup, select and integrate a project management SaaS tool with their CRM (Pipedrive), and establish processes to scale the execution capacity rapidly. Key Responsibilities Project Planning & Execution: Take control of the 8 live delivery projects, review … build project plans, define scope, and ensure on-time execution. CRM & SaaS Integration: Evaluate, select, and implement a project management SaaS tool (e.g., Projects by Pipedrive, Asana, Monday.com) that integrates seamlessly with existing Pipedrive CRM to automate the transition from sales to delivery. Resource Management: Map out team capacity ...

Temporary Administrator We're looking for a highly organised administrator to help support our clients operations team with CRM and back-office tasks. Key Responsibilities Assign jobs, forms and assets within the CRM. Chase engineers for outstanding paperwork. Ensure jobs are complete and records are accurate. Review completed schedules … update job information. Provide general administrative support. Desirable Skills Experience with Joblogic or a similar CRM Strong Microsoft Excel skills. Experience with VBA, HTML or form design. Data cleansing, reporting and system imports. Mon-Thurs ...