CRM Strategy & Sales Pipeline Optimization Consultant
Job Description
CRM Strategy & Sales Pipeline Optimization Consultant (Remote) Our client is seeking a consultant with CRM sales operations expertise to audit and optimize their sales pipeline infrastructure.
This individual would need demonstrated successful experience with Constituent / Customer Relationship Management (CRM) software strategy, in order to conduct a comprehensive audit of their sales/recruiting workstream and design scalable pipeline infrastructure improvements.
This role will focus on enhancing the organization’s ability to identify, target and engage a broad range of corporate decision-makers as well as evaluate current lead generation methods, data architecture, CRM workflows and relationship management processes.
Location : Remote Type : Contract/Consulting Start : March 2026 Position Responsibilities: · Provide process mapping and conduct a comprehensive audit of the sales pipeline, including lead sourcing methods and tools, data validation processes.
· Provide CRM optimization by recommending and implementing CRM workflow improvements, including campaign structures, segmentation, automation, and tracking mechanisms.
· Assist with CRM system architecture and configuration, external data management systems, reporting dashboards, internal relationship management workflows.
• Create current and future state process maps for all workflows including lead generation, data validation and internal relationship checks to identify inefficiencies and improvement opportunities.
• Analyze and evaluate data architecture across the CRM and external systems to identify integrity issues redundancies and consolidation opportunities.
• Design lead generation strategies, research methodologies, and qualification frameworks.
• Configure CRM enhancements including templates, standardized fields, automation rules, and reporting dashboards • Map data flows and dependencies between systems to ensure process improvements maintain data integrity.
• Provide a documented prioritized recommendations report with implementation roadmap, including quick wins and longer-term strategic improvements.
Qualifications: • Demonstrated successful experience in CRM Sales Pipeline optimization, CRM Audits, revenue operations, CRM management and/or business development operations roles.
• High-level proficiency with Salesforce CRM system or “Non-profit Success Pack” in the areas of system architecture, workflow automation and campaign management.
• Advanced data analysis and Excel skills, including experience building dashboards, creating complex formulas.
• Strong understanding of B2B sales methodologies, lead generation strategies, pipeline management frameworks.
• Project management or project coordination experience is a plus.
• Experience in Nonprofit business development/sales operations is a strong plus.
• Experience with marketing automation platforms, i.e.
LinkedIn Sales Navigator, or other B2B prospecting tools is a plus.
• Process mapping tools such as Lucidchart, Visio or Miro is a plus.
Apply to this position by simply clicking the APPLY button below Position Responsibilities: · Provide process mapping and conduct a comprehensive audit of the sales pipeline, including lead sourcing methods and tools, data validation processes.
· Provide CRM optimization by recommending and implementing CRM workflow improvements, including campaign structures, segmentation, automation, and tracking mechanisms.
· Assist with CRM system architecture and configuration, external data management systems, reporting dashboards, internal relationship management workflows.
• Create current and future state process maps for all workflows including lead generation, data validation and internal relationship checks to identify inefficiencies and improvement opportunities.
• Analyze and evaluate data architecture across the CRM and external systems to identify integrity issues redundancies and consolidation opportunities.
• Design lead generation strategies, research methodologies, and qualification frameworks.
• Configure CRM enhancements including templates, standardized fields, automation rules, and reporting dashboards • Map data flows and dependencies between systems to ensure process improvements maintain data integrity.
• Provide a documented prioritized recommendations report with implementation roadmap, including quick wins and longer-term strategic improvements.
This individual would need demonstrated successful experience with Constituent / Customer Relationship Management (CRM) software strategy, in order to conduct a comprehensive audit of their sales/recruiting workstream and design scalable pipeline infrastructure improvements.
This role will focus on enhancing the organization’s ability to identify, target and engage a broad range of corporate decision-makers as well as evaluate current lead generation methods, data architecture, CRM workflows and relationship management processes.
Location : Remote Type : Contract/Consulting Start : March 2026 Position Responsibilities: · Provide process mapping and conduct a comprehensive audit of the sales pipeline, including lead sourcing methods and tools, data validation processes.
· Provide CRM optimization by recommending and implementing CRM workflow improvements, including campaign structures, segmentation, automation, and tracking mechanisms.
· Assist with CRM system architecture and configuration, external data management systems, reporting dashboards, internal relationship management workflows.
• Create current and future state process maps for all workflows including lead generation, data validation and internal relationship checks to identify inefficiencies and improvement opportunities.
• Analyze and evaluate data architecture across the CRM and external systems to identify integrity issues redundancies and consolidation opportunities.
• Design lead generation strategies, research methodologies, and qualification frameworks.
• Configure CRM enhancements including templates, standardized fields, automation rules, and reporting dashboards • Map data flows and dependencies between systems to ensure process improvements maintain data integrity.
• Provide a documented prioritized recommendations report with implementation roadmap, including quick wins and longer-term strategic improvements.
Qualifications: • Demonstrated successful experience in CRM Sales Pipeline optimization, CRM Audits, revenue operations, CRM management and/or business development operations roles.
• High-level proficiency with Salesforce CRM system or “Non-profit Success Pack” in the areas of system architecture, workflow automation and campaign management.
• Advanced data analysis and Excel skills, including experience building dashboards, creating complex formulas.
• Strong understanding of B2B sales methodologies, lead generation strategies, pipeline management frameworks.
• Project management or project coordination experience is a plus.
• Experience in Nonprofit business development/sales operations is a strong plus.
• Experience with marketing automation platforms, i.e.
LinkedIn Sales Navigator, or other B2B prospecting tools is a plus.
• Process mapping tools such as Lucidchart, Visio or Miro is a plus.
Apply to this position by simply clicking the APPLY button below Position Responsibilities: · Provide process mapping and conduct a comprehensive audit of the sales pipeline, including lead sourcing methods and tools, data validation processes.
· Provide CRM optimization by recommending and implementing CRM workflow improvements, including campaign structures, segmentation, automation, and tracking mechanisms.
· Assist with CRM system architecture and configuration, external data management systems, reporting dashboards, internal relationship management workflows.
• Create current and future state process maps for all workflows including lead generation, data validation and internal relationship checks to identify inefficiencies and improvement opportunities.
• Analyze and evaluate data architecture across the CRM and external systems to identify integrity issues redundancies and consolidation opportunities.
• Design lead generation strategies, research methodologies, and qualification frameworks.
• Configure CRM enhancements including templates, standardized fields, automation rules, and reporting dashboards • Map data flows and dependencies between systems to ensure process improvements maintain data integrity.
• Provide a documented prioritized recommendations report with implementation roadmap, including quick wins and longer-term strategic improvements.
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