CRM Strategy & Sales Pipeline Optimization Consultant

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.