CRM Developer & Optimization Support
Support CRM optimization and implementation in monday.com.
This opening expired 1 month ago.
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Overview
Support CRM optimization and implementation in monday.com.
You have:
- Strong background in UX design
- Experience in digital optimization and product management
- Ability to think strategically about UX and user engagement
- Experience with CRM systems, particularly monday.com
- Experience in developing digital platforms or services
Contract
This is a UNV contract. More about UNV contracts.
The National Biodiversity Strategies and Action Plan (NBSAP) Accelerator Partnership is a global, country-led initiative supporting accelerated implementation of NBSAPs to halt and reverse biodiversity loss by 2030.
The Partnership’s MatchMaking Mechanism (MMM) connects country requests for technical and financial support with a global network of partners. As the mechanism scales, its CRM system—currently built in monday.com—requires optimization to better support:
- Multi-partner engagement across multiple requests
- Structured tracking of supplier engagement
- Aggregated insights for decision-making
- Improved workflows and automation
Phase 1 of the CRM is operational but limited in its ability to track relational data and generate actionable insights. Phase 2 will focus on system optimization, relational structuring, and improved reporting capabilities.
The Online Volunteer will support the technical implementation and optimization of the existing CRM system by translating a defined CRM strategy into a functional, scalable system within monday.com.
The role focuses on system configuration, data structuring, and workflow implementation, ensuring the CRM becomes:
-Relational (multi-request, multi-partner tracking) -Structured and searchable -Capable of generating aggregated insights -Usable for both operational and strategic decision-making
By the end of the assignment, the volunteer will deliver:
An improved CRM structure within monday.com, including: - One engagement tracking system (board) (Supplier ↔ Request) - At least 3 operational dashboards for tracking supplier engagement, request pipeline, match progress - One documented system structure and guidance for internal users
The assignment is open to candidates of all nationalities. Strong background in UX design, HR processes, digital optimization, and product management, AI, and/or web design and development. A preference will be given to candidates with experience in developing digital platforms or services. A demonstrated ability to think strategically about UX and user engagement is required.
Potential interview questions
| Can you describe your experience in optimizing CRM systems, particularly with monday.com? | This question gauges your familiarity and hands-on experience with CRM systems essential for the role. | Discuss specific projects where you identified issues and led optimization efforts. |
| What strategies have you employed to enhance UX in previous projects? | The interviewer wants to assess your practical knowledge in user experience design. | Pro members can see the explanation. |
| How do you handle multiple requests and engagement tracking in a system like CRM? | Pro members can see the explanation. | Pro members can see the explanation. |
| Can you give an example of a dashboard you created for decision-making purposes? | Pro members can see the explanation. | Pro members can see the explanation. |
| Describe a time when you had to implement workflows in a digital tool. What challenges did you face? | Pro members can see the explanation. | Pro members can see the explanation. |
| What metrics do you consider most important for tracking supplier engagement? | Pro members can see the explanation. | Pro members can see the explanation. |
| How do you ensure the engagements in the CRM support strategic decision-making? | Pro members can see the explanation. | Pro members can see the explanation. |
| What methods do you use to document system structures and user guidance? | Pro members can see the explanation. | Pro members can see the explanation. |
Added 2 months ago
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Updated 1 month ago
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Source:
unv.org
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