Job Description
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.
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