Operations Technical Support CRM & Automation
Job Summary
Operational efficiency at Lumi depends on getting the most out of our systems and technology. This role is responsible for owning the technical side of that equation managing and optimising our CRM building workflows and automations while leveraging AI to reduce manual work and improve speed and accuracy. Reporting to the Operations Manager we are looking for someone who can turn operational needs into scalable technical solutions and drive adoption across the business.
The Role
Own the day-to-day management and optimisation of our CRM help maintain data integrity improving configurations and ensuring the platform supports operational teams effectively
Design build and maintain workflows task automations and routing logic within the CRM ensuring processes are accurately reflected and handoffs between teams are seamless
Work with Operations Managers to identify repetitive manual tasks across operations to build and implement automated solutions improving efficiency and reduce errors
Utilise reporting and dashboards to track the success of CRM and automation changes and share insights with stakeholders
Drive adoption of automation across operational teams through clear communication and ongoing support
Working with Lumi AI specialists to identify AI use cases that reduce manual work and improve speed and accuracy
Qualifications :
This Person Is Someone With
Strong hands-on experience managing and optimising CRM platforms
Proven experience building workflows automations and integrations within CRM and operational systems
Demonstrated experience with AI tools and implementation
Proven ability to collaborate with non-technical stakeholders and translate business needs into system configurations
Self-motivated with a drive to continuously improve and find better faster ways to do things
Experience in fintech lending or financial services is highly favourable
Additional Information :
Perks & Benefits
Wellbeing: Free counselling seasonal activities Wellbeing Allowance wellness room flu shots
Work Life: Home Workspace Allowance Purchased Leave Parental Leave Parental Flex Leave Lumi Life Leave for challenging events breastfeeding/expressing space
Social & Food: Monthly lunches regular celebrations stocked kitchen beer & kombucha on tap board games rooftop BBQs
Rewards & Recognition: Competitive pay referral bonuses shout-out recognitions
Community Support: Paid volunteer leave diversity celebrations company volunteer days
Career & Growth: Rapid advancement opportunities higher education sponsorship hackathons
Remote Work :
No
Employment Type :
Full-time
About Company
WHO IS LUMI?We’re a leading Fintech small business lender fuelling growth by making finance more accessible.We deliver fast & flexible funding designed to meet the unique needs of Australian businesses. With over $1.5 billion funded since 2018 and backing for 15,000+ small businesses, ... View more