Monday Com CRM Expert

Job Title: Monday.com CRM Expert

Location: Remote

Start Date: Immediate

Job Type: Contractor (project-based)

Job Summary

We are looking for an experienced Monday CRM Specialist to support a contract engagement focused on migrating our CRM from Podio to Monday.com and building a scalable, automation-driven CRM environment.

This role will be responsible for end-to-end migration, system design, workflow creation, and integrations to ensure a smooth transition and strong long-term usability.

Key Responsibilities

CRM Migration (Podio → Monday CRM)

• Do the migration of CRM data from Podio into Monday CRM
• Audit existing Podio structure, workflows, and data quality
• Map legacy data fields into an optimised Monday CRM structure
• Cleanse, deduplicate, and validate data prior to migration
• Execute data migration using imports, integrations, or APIs
• Ensure data integrity and minimal operational disruption
• Conduct post-migration validation and fixes
  
  

• Design scalable pipelines, boards, and data structures in Monday CRM
• Build a clean, user-friendly CRM architecture
• Define lifecycle stages, data governance, and permissions
• Create structured templates for future scalability
  
  

• Build automated workflows across sales and operations
• Reduce manual admin through automation logic
• Create lifecycle automations (lead → deal → onboarding → retention)
• Implement task routing, reminders, and triggers
  
  

• Design and implement integrations between Monday CRM and key tools
• Work with native integrations, Zapier, Make, or APIs
• Ensure reliable data sync across systems
• Troubleshoot integration and automation issues
  
  

• Document system structure and migration logic
• Create SOPs and best-practice guidelines
• Provide handover training to internal stakeholders - Recommend future improvements and optimisation roadmap
  
  

• Proven experience implementing Monday.com CRM
• Hands-on experience migrating from Podio (strongly preferred) or other similar systems.
• Demonstrated CRM migration experience (data mapping + cleansing)
• Strong automation and workflow design experience
• Experience building integrations (Zapier, Make, APIs)
• Strong understanding of CRM architecture and lifecycle design
• Ability to work independently in a contract environment.
  
  

• Updated resume
• Cover letter
• 1-minute Introduction Video
• Photo of work set up at home
• Screenshot of PC specs and speedtest from speedtest.net
  
  

• 3 Character references (should be your current / previous lead or manager)
• Valid copy of NBI Clearance (for Filipino candidates)
• Valid copy of Police Clearance Certificate (for non-Filipino candidates)