Monday.com CRM & Automation Specialist

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: TYPE OF WORK

Gig

: SALARY

2500.00

: HOURS PER WEEK

TBD

: DATE UPDATED

Dec 23, 2025

JOB OVERVIEW

We are an estate planning law firm migrating from Zoho to ---------- and are looking for a ---------- specialist to design, build, and automate our CRM from the ground up.

We need someone who understands CRM architecture, automations, workflows, integrations, and reporting, and can think strategically about how a law firm operates.

Scope of Work

You will be responsible for planning, building, and implementing our ---------- CRM, including:

CRM & Workflow Design
Migrate lead data from Zoho

Design CRM boards for:
Estate Planning Workshops (in-person)
Webinars (live + on-demand)

Define lifecycle stages, statuses, ownership, and handoffs
Set up pipelines from lead ? consultation ? engagement ? completion
Automations & Integrations

Build automations for:
Lead intake
Status changes
Task creation
Internal notifications
Follow-ups and reminders

Integrate with:

Email (workshop confirmations, reminders, follow-ups)
SMS / calling platforms (RingCentral or similar)
Forms / landing pages
Reduce as much manual work as possible
Workshops & Webinar Logic

Support recurring workshops with:
Registrations
Attendance tracking
Reminder flows
Post-event follow-ups

Support webinars with:
Registration tracking
Automated nurture sequences
Conversion tracking to consultations
Reporting & Visibility

Dashboards for:
Lead volume by source
Workshop attendance vs conversions
Probate pipeline status
Team performance
Clean, executive-level visibility
Training & Handoff
Train a small internal team (5–7 users)
Provide documentation or Loom walkthroughs
Ensure the system is usable and scalable

What We’re Looking For
Proven experience with ---------- CRM builds
Strong understanding of automations and integrations
Experience migrating from another CRM (Zoho, HubSpot, etc.)
Ability to think through real-world business workflows
Clear communicator who can recommend best practices

Bonus if you’ve worked with:

Law firms
Professional services
Event-based lead funnels (workshops/webinars)

SKILL REQUIREMENT

CRM Marketing Automation Monday

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Monday.com CRM & Automation Specialist

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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