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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 To this Job Company : Upwork Salary : Work from home
