Weekly Reporting Specialist for Monday.com CRM

We are looking for a skilled freelancer to create weekly reports for our Monday.com CRM system. Our team of 20+ professionals uses Monday.com to manage sales and leads, and we need detailed reports on their weekly activities and performance.

Responsibilities:

• Generate detailed weekly reports from Monday.com CRM, summarizing the activities and performance of 20+ team members.
Track and report on key metrics including:
• Number of call backs made
• Sales completed
• Changes made to each lead
• Ensure reports are itemized and provide clear insights into individual and team performance.
• Deliver reports in an email format to the directors of the business every Monday.
• Ensure accuracy and timeliness of the reports.
• Collaborate with team members if necessary to gather complete and accurate data.

Requirements:

• Expert with Monday.com CRM.
• Strong attention to detail and accuracy.
• Excellent data analysis and reporting skills.
• Strong communication skills, particularly in email format.
• Experience in a similar reporting role.