CRM Consultant

*Please note this is a contract role and you must be registered as an independent contractor*

Position: CRM Implementation Consultant

Start Date: asap

Length: project based and will require quotation

We are seeking an experienced CRM Implementation Consultant to execute a newly designed CRM and marketing technology architecture. You will own the technical configuration, integrations, data migration, and team handover through to launch.

To Apply: Please review the details below and provide your proposed approach, estimated timeline, effort, and costs.

The Tech Stack & Workflow

We aim to consolidate our currently siloed data into a seamless customer journey using:

• Wix: Website CMS and initial lead capture.
• Mailchimp: GDPR-compliant forms, consent tracking, and nurture journeys.
• Pipedrive: Central CRM and sales pipeline management.
• Outfunnel: Marketing activity sync and automated lead scoring between Mailchimp and Pipedrive.
• Scoro & ScoreApp: Opportunity management, revenue tracking, and project delivery.
• Zapier: Integration layer connecting Scoro, ScoreApp, and other non-native workflows.

Key Responsibilities & Deliverables

• Architecture Validation: Review the proposed setup and recommend optimizations.
• Configuration & Integration: Fully set up Pipedrive, Mailchimp, Outfunnel, and custom Zapier automations.
• Data & Automation: Migrate legacy data, build nurture journeys, and configure lead scoring.
• Launch & Handover: Conduct thorough QA, provide technical documentation, and deliver team training.

Project Objectives

• Establish a single, reliable source of customer truth.
• Automate lead nurturing and instantly surface sales-ready prospects.
• Drastically reduce manual admin with a scalable, connected ecosystem.