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.
Cooperative and growth-focused culture.
Opportunity to make a tangible impact across multiple businesses within the group.

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