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.
- Team-oriented, 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.

📌 Delivery Lead- CRM (Victoria)
🏢 Sharp & Carter
📍 Victoria