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
CRM System Design & Build
- 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
Workflow & Automation Creation
- 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
Integrations
- 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
Documentation & Handover
- Document system structure and migration logic
- Create SOPs and best-practice guidelines
- Provide handover training to internal stakeholders - Recommend future improvements and optimisation roadmap
Qualifications
- 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.
Application Process
To apply, please submit the following to [Confidential Information] and use the email subject
Applicant: Monday.com CRM Expert
- Updated resume
- Cover letter
- 1-minute Introduction Video
- Photo of work set up at home
- Screenshot of PC specs and speedtest from speedtest.net
*Note: Incomplete applications will not be considered
Pre-hiring Requirements: (Not mandatory at this stage, but great to have ready)
To Help Us Move Quickly Through The Hiring Process, It Would Be Beneficial If You Already Have The Following Available Or Prepared
- 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)
