PlanIt! Efficiency solutions is looking for someone to help us optimize or CRM tool; part of this will involve transfer our mail list from Mailchimp to the CRM. This will involve optimizing the many features offered by CRM to allow us to automate lead generation, campaigns and deals/projects and ultimately fully engage our target markets and stakeholders.

The primary project requirements include:

1. Optimizing the set up of the CRM and create a standard process for automating how and when we engage new contacts and provide value that will move them to become clients.
2. Add integrations that will enhance the usability of the CRM.
3. Setting up Standard Operating Procedures (SOPs) for onboarding new contacts from our target markets and moving them from contact stage to client stage.

Medium to advanced knowledge of CRMs and Mailchimp required.

We’re excited to work with students who can help us not only brainstorm, but also execute a strategy that helps us achieve the following:

• Make a seamless transition from Mailchimp to the CRM
• Optimize the design and management of customer journey for existing and potential clients
• Optimize, lead gen automation, onboarding and customer retention process
• Review and enhance social marketing strategies and tool
• Streamline workflow and process management Strategies

This will be remote position open to the right person in any province in Canada.

We are located in southern Ontario.

I will schedule regular weekly meetings with student and touch base daily through email or phone.

• This is an opportunity to work with an established organization that is in the process of building a social enterprise that aims to assist women of color wanting to enter the tech and construction industry where they are very much underrepresented - to reduce underemployment/unemployment. We are also committed to improving the lives of marginalized women and children through our Social enterprise by creating ways to create financial independence and sustainability.

• Your skills will be used as an integral tool to help our organization fine tune our operations, strengthen our offerings and deliver optimal end to end services and products to our clients.