Expert Monday CRM Setup for Sales Team

Only for registered members Canada

16 hours ago

Default job background
$15 - $20 (USD) per hour
CRM Specialist – Sales Pipeline & Client Lifecycle Architecture · We are seeking a CRM expert (must have direct Monday CRM build experience) to architect and configure our CRM environment for both sales pipeline management and full client lifecycle tracking. · This is not a basi ...
Job description
CRM Specialist – Sales Pipeline & Client Lifecycle Architecture


We are seeking a CRM expert (must have direct Monday CRM build experience) to architect and configure our CRM environment for both sales pipeline management and full client lifecycle tracking.

This is not a basic setup.

We need someone who understands how to design CRM systems that support:


  • Lead intake and qualification
  • Proposal development and contract tracking
  • Contract award → program management handoff
  • Ongoing client relationship tracking
  • Cross-sell / upsell tracking
Scope of Work

You will:
Architect and build a structured Monday CRM system from the ground up
Design custom boards for Sales, Contracts, Program Management, and Account Growth
Create automation workflows (status changes, notifications, task triggers, handoffs)
Establish reporting dashboards for pipeline management
Ensure visibility across the entire client journey
Recommend best practices for long-term scalability
Provide documentation and brief training for our internal team when project is completed

Required Experience
Experience building CRM systems
Strong understanding of B2G sales pipeline design
Experience designing lifecycle workflows beyond "deal closed"
Ability to translate business process into structured board architecture
Experience with automations, integrations, and dashboard reporting within Monday

Ideal Background
Experience supporting professional services, staffing, consulting, or government contractors
Experience building CRM systems that integrate Sales and Operations
Process-oriented thinker who can challenge assumptions and recommend improvements
We are looking for a strategic builder, not just a technician.


Please include:
Examples of Monday CRM builds you have completed
A brief outline of how you would approach architecting a sales-to-delivery lifecycle
Estimated hours needed to complete and availability to get this done in March.

Contract duration of 1 to 3 months. with 30 hours per week.

Mandatory skills:
Customer Relationship Management, MondayCRM setup


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