Click up Guru / Master to customize my account

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: TYPE OF WORK

Gig

: SALARY

TBD

: HOURS PER WEEK

20

: DATE UPDATED

Mar 23, 2026

JOB OVERVIEW

We are a growing Digital Marketing Agency looking for a ClickUp Guru to transform our workspace into a high-performance engine. Currently, our setup needs a complete overhaul to better serve our internal departments and streamline our client lifecycle.

The ideal candidate doesn't just know how to use ClickUp; they know how to build scalable systems, automate repetitive tasks, and integrate financial workflows.

Your Mission:
Audit & Reorganize: Review our current Hierarchy (Spaces, Folders, Lists) and restructure it for maximum clarity across departments (SEO, Ads, Creative, Content).

CRM Integration: Build out a robust Sales CRM within ClickUp to track leads, deal stages, and follow-ups.
Financial Workflow: Set up a system for tracking invoices and payments directly tied to client projects.
Automation Mastery: Implement ClickUp Automations and/or ---------- /Zapier integrations to reduce manual data entry.

Dashboard Creation: Build Executive and Departmental Dashboards so we can see agency health (KPIs, workloads, and deadlines) at a glance.

Standard Operating Procedures (SOPs): Document the new system so our team can easily adopt and maintain it.

Requirements:
Proven Experience: You have built complex ClickUp environments specifically for Agencies.
CRM Knowledge: Deep understanding of how to manage a sales pipeline within a project management tool.
Attention to Detail: You believe that if it isn't in ClickUp, it didn't happen.

Communication: Ability to explain complex workflows in simple terms.

How to Apply:
Please send a message on WHATSAPP at ---------- with the following:
Resume & History: A summary of your professional background.
Portfolio/Case Studies: Screenshots or descriptions of ClickUp environments you have built (specifically any CRM or Agency setups).

Skill List: Your proficiency level with ClickUp, Zapier/Make/N8N, and any accounting integrations.
The "Secret Word": Start your application with the word "Efficiency" so I know you read the full post.

SKILL REQUIREMENT

Project Management Clickup Process Mapping

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Click up Guru / Master to customize my account

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

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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