Israel C

Monday.com Automation & CRM Consultant

Accenture plc • Freelance

Jul 2020 - Apr 2025 • 4 yrs 9 mos

Worked on contract-based Monday.com automation and Monday CRM consulting projects supporting internal teams and client-facing operations. Designed and implemented advanced Monday CRM systems for sales tracking, lead management, pipeline automation, and customer lifecycle visibility. Built structured Monday boards to support project management, task ownership, deadlines, and cross-team collaboration across departments. Developed complex Monday automation workflows to eliminate repetitive manual tasks, automate status changes, trigger notifications, and sync data between boards. Configured role-based permissions, dashboards, and reporting views to give leadership real-time insights into performance and workload distribution. Created scalable board architectures that supported growing data volume without performance loss. Handled Monday.com integrations with third-party tools including email platforms, calendars, CRM systems, and internal databases to centralize operations. Automated deal movement, task creation, follow-ups, and reminders using Monday automation recipes and custom workflows. Ensured all Monday CRM setups aligned with existing business processes and compliance requirements. Collaborated with stakeholders to map workflows, translate requirements into technical configurations, and refine systems through feedback cycles. Provided documentation, onboarding guidance, and ongoing optimization support. Delivered stable, scalable Monday.com automation solutions designed to improve efficiency, accountability, and operational clarity across sales and project teams.

Project Management & Workflow Automation

Capgemini SE • Freelance

Aug 2019 - Nov 2021 • 2 yrs 3 mos

Delivered project management and workflow automation solutions using Monday.com for distributed teams and client projects. Designed structured Monday boards for task management, sprint planning, resource allocation, and progress tracking. Implemented Monday automation rules to streamline approvals, task assignments, dependency handling, and deadline management. Built and optimized Monday CRM workflows to support client onboarding, internal requests, and service delivery pipelines. Automated handoffs between teams, reduced operational friction, and improved transparency across complex project environments. Configured dashboards combining multiple Monday boards to provide executive-level reporting and performance monitoring. Integrated Monday.com with external tools to synchronize data, automate communications, and reduce duplicate work. Supported teams by acting as a Monday consultant and virtual assistant, managing boards, maintaining automation logic, and ensuring systems remained clean, accurate, and scalable. Worked closely with project managers, operations leads, and technical teams to continuously improve workflows. Provided training, documentation, and best-practice guidance to ensure long-term adoption and system stability. Delivered reliable Monday.com automation solutions focused on productivity, visibility, and sustainable project execution.