Monday.com Build Out

Monday.com Workspace Build — CRM, Marketing & Operations (Genomics Company)

We're looking for an experienced Monday.com specialist to build out our full workspace from scratch using a detailed implementation brief we've already created.

The build includes 3 connected boards:

-CRM & Sales Pipeline (11-stage pipeline, 24 custom columns, automated Project ID formula, 4 automations)

-Marketing & Content Calendar (email campaigns, LinkedIn, conference tracking)

-Lab Operations PM (13-stage lab workflow, cross-board handoff from Sales at deal close)

You will need to:

-Set up user roles and board-level permissions for a 7-person team

-Build all columns, status labels, dropdowns, and formula fields to spec

-Configure automations across all 3 boards

-Set up the cross-board connection so a closed deal auto-creates a Lab Ops project

-Create filtered views per board

-Set up Gmail integration

We will provide: A complete step-by-step build guide and field-level specification document — you are executing a defined plan, not designing from scratch.

Ideal candidate: 3+ years Monday.com implementation experience, strong automation setup skills, experience with cross-board connections and formula columns. Bonus if you've worked with sales or lab operations workflows.

This is a one-time project with potential for ongoing admin support. Please share examples of Monday.com workspaces you've built.