← All Jobs
Posted Feb 28, 2026

CRM and Operations Specialist for Supply & Trade Group

Apply Now ✨
We are seeking a Commercial Operations & Systems Lead to build the backbone of a scalable project-based business. You will design and manage: • CRM architecture (lead → quote → deposit → delivery → close) • Margin tracking & pricing workflow • Supply-to-Trade project coordination • Payment milestone enforcement • Weekly performance dashboards This is a systems-first, commercially driven role inside a fast-growing property supply & trade group. You are not a VA. You are a builder of operational infrastructure. What You’ll Own: • CRM system design (HubSpot / GHL / similar) • Lead pipeline structure (qualification → quoting → approval) • Margin tracking workflows • Deposit & milestone payment automation • Supply → Trade coordination tracking • Weekly reporting dashboards • Process documentation & SOP build You Must Understand: • Project-based businesses • Margin bands & risk buffers • Supply chain flow • Payment enforcement discipline • Operational bottlenecks Ideal Background: • Built CRM systems for supply, trade, or construction businesses • Experience with quoting workflows • Strong commercial awareness • Can challenge loosely structured ideas • Comfortable working with founders What This Is Not: • Not a basic admin role • Not a social media role • Not pure data entry • Not a generic VA position Engagement: • Part-time initially (15–25 hrs/week) • Remote • Long-term potential • High ownership We want someone who builds infrastructure — not someone waiting for instructions.