Delivery Lead- CRM

Delivery Lead - CRM & Technology Transformation
Location: Melbourne- Inner West
Industry: Insurance Broking
Reporting to: COO & CIO

An exciting newly created opportunity has become available within a growing insurance broking organisation that is heavily investing in technology, automation, and business transformation.

We are seeking a hands-on Delivery Lead - CRM to drive a range of strategic technology initiatives across sales, marketing, and customer engagement functions. This is a greenfield role where you will have the opportunity to lead projects from concept through to implementation, while helping shape the future technology landscape of the business.
Key Responsibilities

• Own and continually enhance the organisation's Zoho One / Zoho CRM ecosystem.
• Lead the implementation of a new telephony platform, including evaluation and rollout of Zoom Phone or Zoho Voice.
• Drive the migration from Mailchimp to Zoho One marketing capabilities.
• Oversee and manage multiple WordPress websites.
• Identify, design, and implement AI-driven solutions to automate and optimise repetitive business processes.
• Partner closely with the COO and CIO to execute key technology and growth initiatives.
• Continuously identify opportunities to improve systems, processes, and customer outcomes.
• Engage with stakeholders across the business to ensure successful delivery and adoption of technology solutions.

About You

• Strong experience leading CRM implementation, optimisation, and transformation initiatives.
• Previous experience working with Zoho CRM, Salesforce, Dynamics, HubSpot, or similar CRM platforms.
• Technically minded with the ability to translate business requirements into practical solutions.
• Experience delivering end-to-end technology projects and system implementations.
• Exposure to marketing technologies, telephony solutions, website management, and business automation tools.
• Passionate about emerging technologies, particularly AI and automation.
• Naturally curious and driven to challenge the status quo.
• Collaborative, proactive, and comfortable operating in a growing business environment.
• Strong stakeholder management and communication skills.

Why Join?

• Newly created, high-impact position.
• Greenfield opportunity to shape technology strategy and delivery.
• Work directly with executive leadership.
• Significant investment in technology, AI, and business transformation.
• Collaborative and growth-focused culture.
• Opportunity to make a tangible impact across multiple businesses within the group.