CRM Developer & Optimization Support

Support the optimization of the CRM system within monday.com.

UNDP - United Nations Development Programme

Open positions at UNDP

Home-based;

Volunteering

Application deadline in 7 days: Monday 17 Aug 2026 at 00:00 UTC

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Overview

Support the optimization of the CRM system within monday.com.

You have:

Strong background in UX design, HR processes, digital optimization, and product management.
Experience in developing digital platforms or services.
Demonstrated ability to think strategically about UX and user engagement.

Contract

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Details

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 OV's support will focus 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.

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Potential interview questions

What strategies would you utilize to improve user engagement in the CRM system?	This question assesses your understanding of user engagement and strategic thinking.	Provide specific strategies you would implement based on your experience.
Can you describe a challenging project you worked on that involved CRM implementation and what your role was?	Interviewers want to know how you've tackled difficulties in similar projects.	Pro members can see the explanation.
How do you prioritize tasks when faced with multiple requests from different partners?	Pro members can see the explanation.	Pro members can see the explanation.
What tools or methods do you use to track project progress and ensure accountability?	Pro members can see the explanation.	Pro members can see the explanation.
Describe a time when you had to provide training or guidance for a new system. How did you approach it?	Pro members can see the explanation.	Pro members can see the explanation.
How would you ensure the CRM system is structured to generate actionable insights?	Pro members can see the explanation.	Pro members can see the explanation.
What experience do you have with monday.com or similar CRM systems?	Pro members can see the explanation.	Pro members can see the explanation.
Can you discuss a project where automation improved workflows? What was the outcome?	Pro members can see the explanation.	Pro members can see the explanation.