CRM & IT Support

Red Ember recruitment is recruiting for a CRM & IT support technician for our client in Centurion. The ideal candidate will be managing and maintaining the Bidding Platform and the Client Digital Software.

Requirements

System Management & Support

• Ongoing management and maintenance of the Bidding Platform and client Digital software systems.
  
• Immediate response and resolution of urgent support requests and system errors affecting either platform.
  

2. Server Management

• Perform upgrades and downgrades of servers as needed to accommodate auction-specific traffic and performance requirements.
  
• Ensure server stability scalability and performance during critical usage periods.
  

3. Development & Enhancements

• Implement additional feature changes bug fixes and ongoing development across both platforms as requested.
  
• Ensure all updates align with business goals and platform usability standards.
  

4. Auction Day Monitoring

• Proactively monitor bidding activity and server performance on auction days.
  
• Provide real-time support and technical oversight to ensure seamless operation during high-traffic events.
  

5. Permissions & User Access Control

• Manage staff and user access rights within the Client Digital software.
  
• Maintain role-based access controls and ensure secure user management practices.
  

A. Registrations CRM Integration & Automation

This scope outlines the ongoing responsibilities related to the integration monitoring and maintenance of CRM systems including HubSpot Zapier and associated platforms.

1. CRM & Automation Monitoring

• Ongoing monitoring of HubSpot workflows pipelines and deal stages.
  
• Supervision and maintenance of Zapier integrations (Zaps) and related automation.
  
• Ensuring consistent performance and data accuracy across integrated platforms.
  

2. Error Resolution

• Troubleshooting and resolving errors caused by client or bidder input mistakes.
  
• Addressing system issues resulting from changes or disruptions due to staff oversight.
  

3. Marketing Support

• Creation and maintenance of marketing templates and content within the CRM.
  
• Alignment of templates with brand guidelines and campaign goals.
  

4. Workflow Enhancements

• Development and implementation of additional workflows and automation as required.
  
• Setup of new integrations to support evolving business needs and third-party system changes.
  

5. Third-Party System Issue Management

• Fixing issues and conflicts caused by external systems or service changes including but not limited to:
  
• Autotrader
  
• Truck & Trailer
  
• Meta (Facebook/Instagram)
  
• Google (Ads Analytics etc.)
  
• Social Media Platforms
  
• Zapier
  
• HubSpot
  
• WordPress
  
• Gravity Forms
  

6. CRM Rebuilds & Data Migrations

• Rebuilding CRM systems when required due to structural or functional limitations.
  
• Executing safe and structured CRM data migrations to or from HubSpot or other platforms.
  

B. Data & Cloud Storage Management

This scope outlines the responsibilities related to the management monitoring and support of data storage systems across both local and cloud-based environments.

1. Data Backup Monitoring

• Continuous monitoring of automated data backup systems across all local and cloud infrastructure.
  
• Verification of backup completion integrity and accessibility.
  

2. User Access & Permission Management

• Management of user access rights and permission levels for all storage systems.
  
• Implementation of role-based access controls to ensure data security and compliance.
  

3. Cloud & Local Infrastructure Support

• Ongoing technical support for the following storage infrastructure:
  
• On-site servers
  
• NAS servers
  
• Synology systems
  
• Azure cloud storage
  
• Archived/local PC storage
  

4. Data Migration

• Execution of data migration tasks not covered under standard backup schedules.
  
• Migration planning validation and execution to ensure minimal disruption.
  

5. Data Loss & Incident Response

• Support and recovery in the event of data loss due to:
  
• Staff negligence
  
• Security breaches
  
• Cyberattacks
  
• Natural disasters
  
• Coordination of investigation efforts and reporting for any data-related incidents.
  

6. Data Recovery & Breach Investigation

• Full data recovery services where possible following loss or breach.
  

Forensic analysis and investigation of breaches or system attacks to identify root causes and prevent recurrence

System Management & Support Ongoing management and maintenance of the Bidding Platform and client Digital software systems. Immediate response and resolution of urgent support requests and system errors affecting either platform. 2. Server Management Perform upgrades and downgrades of servers as needed to accommodate auction-specific traffic and performance requirements. Ensure server stability, scalability, and performance during critical usage periods. 3. Development & Enhancements Implement additional feature changes, bug fixes, and ongoing development across both platforms as requested. Ensure all updates align with business goals and platform usability standards. 4. Auction Day Monitoring Proactively monitor bidding activity and server performance on auction days. Provide real-time support and technical oversight to ensure seamless operation during high-traffic events. 5. Permissions & User Access Control Manage staff and user access rights within the Client Digital software. Maintain role-based access controls and ensure secure user management practices. A. Registrations CRM Integration & Automation This scope outlines the ongoing responsibilities related to the integration, monitoring, and maintenance of CRM systems, including HubSpot, Zapier, and associated platforms. 1. CRM & Automation Monitoring Ongoing monitoring of HubSpot workflows, pipelines, and deal stages. Supervision and maintenance of Zapier integrations (Zaps) and related automation. Ensuring consistent performance and data accuracy across integrated platforms. 2. Error Resolution Troubleshooting and resolving errors caused by client or bidder input mistakes. Addressing system issues resulting from changes or disruptions due to staff oversight. 3. Marketing Support Creation and maintenance of marketing templates and content within the CRM. Alignment of templates with brand guidelines and campaign goals. 4. Workflow Enhancements Development and implementation of additional workflows and automation as required. Setup of new integrations to support evolving business needs and third-party system changes. 5. Third-Party System Issue Management Fixing issues and conflicts caused by external systems or service changes, including but not limited to: Autotrader Truck & Trailer Meta (Facebook/Instagram) Google (Ads, Analytics, etc.) Social Media Platforms Zapier HubSpot WordPress Gravity Forms 6. CRM Rebuilds & Data Migrations Rebuilding CRM systems when required due to structural or functional limitations. Executing safe and structured CRM data migrations to or from HubSpot or other platforms. B. Data & Cloud Storage Management This scope outlines the responsibilities related to the management, monitoring, and support of data storage systems across both local and cloud-based environments. 1. Data Backup Monitoring Continuous monitoring of automated data backup systems across all local and cloud infrastructure. Verification of backup completion, integrity, and accessibility. 2. User Access & Permission Management Management of user access rights and permission levels for all storage systems. Implementation of role-based access controls to ensure data security and compliance. 3. Cloud & Local Infrastructure Support Ongoing technical support for the following storage infrastructure: On-site servers NAS servers Synology systems Azure cloud storage Archived/local PC storage 4. Data Migration Execution of data migration tasks not covered under standard backup schedules. Migration planning, validation, and execution to ensure minimal disruption. 5. Data Loss & Incident Response Support and recovery in the event of data loss due to: Staff negligence Security breaches Cyberattacks Natural disasters Coordination of investigation efforts and reporting for any data-related incidents. 6. Data Recovery & Breach Investigation Full data recovery services, where possible, following loss or breach. Forensic analysis and investigation of breaches or system attacks to identify root causes and prevent recurrence