YunoJuno
CRM Consultant
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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.
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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.
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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.
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