Riccardo M

Monday.com CRM & Automation Consultant

Deloitte Digital • Freelance

Sep 2020 - Feb 2025 • 4 yrs 5 mos

Worked on contract-based Monday.com CRM and automation initiatives supporting internal teams and client operations across sales, project management, and service delivery environments. Led the setup and automation of Monday Sales CRM systems designed to manage leads, deals, customer pipelines, and lifecycle tracking. Structured advanced Monday boards to support project management, cross-functional collaboration, and workload visibility across departments. Designed and deployed complex Monday automation workflows to streamline sales processes, automate deal progression, trigger follow-ups, assign tasks, and generate alerts based on activity and status changes. Implemented AI-supported workflow logic to reduce manual data entry, improve forecasting accuracy, and enhance operational efficiency. Built dynamic Monday dashboards combining CRM data, project metrics, and automation outputs to provide real-time performance insights for leadership teams. Handled Monday.com integrations with email platforms, calendars, marketing tools, and internal systems to centralize operations and eliminate data silos. Collaborated closely with stakeholders to map existing business processes, translate requirements into scalable Monday.com solutions, and continuously optimize workflows based on usage data and feedback. Delivered documentation, onboarding support, and optimization guidance to ensure long-term adoption and system stability.

Project Management & Workflow Automation Specialist

PwC Advisory • Freelance

Sep 2019 - Jan 2023 • 3 yrs 4 mos

Provided project management and workflow automation consulting using Monday.com for multi-team and client-facing initiatives. Designed structured Monday boards for project tracking, sprint planning, task dependencies, approvals, and resource management. Implemented Monday automation rules to reduce operational bottlenecks, automate task handoffs, and ensure accountability across distributed teams. Built and optimized Monday CRM workflows to support client intake, internal requests, and service pipelines. Integrated Monday.com with third-party platforms to synchronize data, automate communications, and maintain consistent reporting across systems. Created executive-level Monday dashboards to visualize project status, CRM performance, automation efficiency, and team workload in real time. Acted as a Monday consultant and ongoing system administrator, maintaining board architecture, refining automation logic, and ensuring data accuracy. Worked directly with project managers, operations leaders, and technical teams to improve adoption and usability. Delivered training sessions, best-practice documentation, and continuous improvement recommendations, resulting in increased productivity, improved transparency, and scalable Monday.com environments built to support long-term growth.