Monday.com CRM Implementation & System Architecture Expert – B2B Manufacturing
We are a private label fragrance and beauty manufacturing business operating B2B across Brands, Retailers and Wholesalers.
We are currently using Monday.com CRM but the system was never properly architected and requires a full rebuild.
We are looking for an experienced Monday.com CRM specialist to redesign, structure and implement a clean, scalable CRM system that supports a complex B2B sales process and integrates with our project delivery workflow.
About Us
• Private Label Perfume, Beauty and Home Fragrance manufacturing
• B2B only (Brands, Mass Retailers, Wholesalers)
• Approximately 20 new inbound leads per month
• 5 internal CRM users
• Migrated from Pipedrive (data already moved into Monday but setup is messy)
• Outlook email integration
• LinkedIn Sales Navigator is a major lead source
Scope of Work
This is a full CRM architecture rebuild within Monday.com.
1. CRM Structure and Pipelines
• Design and implement 3 structured pipelines (Retailers, Brands, Wholesalers)
• Configure multi-deal per client structure (multiple live projects per account)
• Clean data structure (companies vs deals vs contacts)
• Rebuild boards, columns and relationships from scratch
• Stage-based task reminders and automation
• Deal progression visibility for weekly sales meetings
Sales stages include:
Unqualified → Qualified → Discovery → Concept and Pricing Sent → Sampling → Final Negotiation → PO Received → Lost or On-Hold
2. Lead Management and Qualification
• Webform lead capture structure (moving from WordPress to Webflow)
• LinkedIn Sales Navigator lead import workflow
• Automatic lead qualification based on Minimum Order Quantity agreement
• Structured follow-up reminder workflows
3. Forecasting and Revenue Tracking
We forecast externally but need structured tracking inside Monday:
• Per-account annual revenue target input
• Per-account margin target input
• YTD actual revenue tracking
• YTD gross margin tracking
• Side-by-side target vs actual visibility
• Revenue by Business Model (Wholesale, Brands, Retailers)
• Revenue by Service (Private Label, Filling)
• Forecast vs Actual dashboard (yearly)
4. Work Management Integration
When a deal progresses, it must convert into a project workflow.
• One-click Deal → Project conversion
• Project board linkage to CRM
• Status visibility from CRM into project progress (NPD tracking)
• Document requirement gate (contracts must be attached before work begins)
5. Reporting and Dashboards
Executive-level dashboard including:
• Revenue by Business Model
• Revenue by Service
• Lead Source Performance
• Conversion Rate per Stage
• Lead Volume per Stage
• Average Time from Lead to Sale
• Forecast vs Actual (Yearly)
Must be simple, clean and usable for sales meetings.
6. Automation Level
This is not heavy AI automation.
We require:
• Basic workflow automation
• Stage-based reminders
• Lead qualification routing
• Email follow-up reminders (manual email sending is fine)
Clean structure and clarity over unnecessary automation.
7. Deliverables
• Fully rebuilt CRM architecture
• Clean board structure
• Connected Deal → Account → Project framework
• Automation documentation
• SOP documentation for internal training
• 1–2 live training sessions
Required Experience
• Proven Monday.com CRM architecture (not just board building)
• Experience with B2B multi-stage sales processes
• Strong understanding of revenue tracking and margin reporting
• Ability to build clean relational structures inside Monday
• Experience connecting CRM to project management workflows
• Experience working with LinkedIn lead workflows preferred
To Apply
Please include:
Examples of complex Monday CRM systems you have architected
How you would structure multi-project per client relationships
Your approach to revenue and margin tracking inside Monday
Your implementation timeline
We are looking for someone strategic, structured and commercially minded — not just a technician.
We want a long-term CRM foundation built correctly.
Apply tot his job
Apply To this Job
We are currently using Monday.com CRM but the system was never properly architected and requires a full rebuild.
We are looking for an experienced Monday.com CRM specialist to redesign, structure and implement a clean, scalable CRM system that supports a complex B2B sales process and integrates with our project delivery workflow.
About Us
• Private Label Perfume, Beauty and Home Fragrance manufacturing
• B2B only (Brands, Mass Retailers, Wholesalers)
• Approximately 20 new inbound leads per month
• 5 internal CRM users
• Migrated from Pipedrive (data already moved into Monday but setup is messy)
• Outlook email integration
• LinkedIn Sales Navigator is a major lead source
Scope of Work
This is a full CRM architecture rebuild within Monday.com.
1. CRM Structure and Pipelines
• Design and implement 3 structured pipelines (Retailers, Brands, Wholesalers)
• Configure multi-deal per client structure (multiple live projects per account)
• Clean data structure (companies vs deals vs contacts)
• Rebuild boards, columns and relationships from scratch
• Stage-based task reminders and automation
• Deal progression visibility for weekly sales meetings
Sales stages include:
Unqualified → Qualified → Discovery → Concept and Pricing Sent → Sampling → Final Negotiation → PO Received → Lost or On-Hold
2. Lead Management and Qualification
• Webform lead capture structure (moving from WordPress to Webflow)
• LinkedIn Sales Navigator lead import workflow
• Automatic lead qualification based on Minimum Order Quantity agreement
• Structured follow-up reminder workflows
3. Forecasting and Revenue Tracking
We forecast externally but need structured tracking inside Monday:
• Per-account annual revenue target input
• Per-account margin target input
• YTD actual revenue tracking
• YTD gross margin tracking
• Side-by-side target vs actual visibility
• Revenue by Business Model (Wholesale, Brands, Retailers)
• Revenue by Service (Private Label, Filling)
• Forecast vs Actual dashboard (yearly)
4. Work Management Integration
When a deal progresses, it must convert into a project workflow.
• One-click Deal → Project conversion
• Project board linkage to CRM
• Status visibility from CRM into project progress (NPD tracking)
• Document requirement gate (contracts must be attached before work begins)
5. Reporting and Dashboards
Executive-level dashboard including:
• Revenue by Business Model
• Revenue by Service
• Lead Source Performance
• Conversion Rate per Stage
• Lead Volume per Stage
• Average Time from Lead to Sale
• Forecast vs Actual (Yearly)
Must be simple, clean and usable for sales meetings.
6. Automation Level
This is not heavy AI automation.
We require:
• Basic workflow automation
• Stage-based reminders
• Lead qualification routing
• Email follow-up reminders (manual email sending is fine)
Clean structure and clarity over unnecessary automation.
7. Deliverables
• Fully rebuilt CRM architecture
• Clean board structure
• Connected Deal → Account → Project framework
• Automation documentation
• SOP documentation for internal training
• 1–2 live training sessions
Required Experience
• Proven Monday.com CRM architecture (not just board building)
• Experience with B2B multi-stage sales processes
• Strong understanding of revenue tracking and margin reporting
• Ability to build clean relational structures inside Monday
• Experience connecting CRM to project management workflows
• Experience working with LinkedIn lead workflows preferred
To Apply
Please include:
Examples of complex Monday CRM systems you have architected
How you would structure multi-project per client relationships
Your approach to revenue and margin tracking inside Monday
Your implementation timeline
We are looking for someone strategic, structured and commercially minded — not just a technician.
We want a long-term CRM foundation built correctly.
Apply tot his job
Apply To this Job