Required CRM,DocuSign,Automation freelancer for Financial Planning Firm workflow automation job
Posted at - Sep 29, 2023
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Small financial planning firm looking to creat and automate workflows. I find myself spending too much time transferring data from one place to another. I am not much of a tech person but understand enough to know what I'm looking for as an end result.
About the recuiterMember since Mar 14, 2020 Vakil Sharma from New York, United States