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.
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