PlanIt! Efficiency solutions is looking for someone to help us transfer our mail list from Mailchimp to Zoho CRM. This will involve adding appropriate information to each record and optimizing the many features offered by Zoho that will allow us to automate lead generation, campaigns and deals/projects.

The primary project requirements include:

1. Finalizing the set up of our Zoho 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 some of the other 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 Zoho CRM 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:

• Maker a seamless transition from Mailchimp to Zoho CRM
• Optimize the customer journey for existing and potential clients.

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

We are located in southern Ontario.

There will be weekly meetings and daily check-ins with owner.

• 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.