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Required CRM,DocuSign,Automation freelancer for Financial Planning Firm workflow automation job

Posted at - Sep 29, 2023

Toogit Instant Connect Enabled

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

Skills & Expertise Required

CRM DocuSign Automation 

Open for hiringApply before - Sep 28, 2024

Work from Anywhere
40 hrs / week
Hourly Type
Remote Job

Offer to work on this project closes in 166 days!
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