CRM Specialist – System Evaluation, Data Entry & Business Reporting

About the Job
993 Architecture is looking for a CRM Specialist to help evaluate, set up, and organize a Customer Relationship Management (CRM) system to track business operations. This role will involve assessing Monday.com and HubSpot, recommending the best option for our business, and then inputting data from the past year to create a structured system for future tracking and reporting.

Responsibilities:
Evaluate Monday.com vs. HubSpot (or otheres) and present a comparison report (pros, cons, and best fit for our business)
Guide us in selecting the right CRM setup based on business needs and goals
Ask the right questions to ensure all necessary data and workflows are considered
Set up workflows
Input all proposals from last year into the system for tracking
Input client information and categorize contacts appropriately
Enter revenue data and generate reports on last year’s performance
Set up dashboard views and reporting tools to track business growth and forecasting for this year

Requirements:
Experience with CRM platforms (Monday.com and HubSpot preferred)
Ability to analyze business needs and recommend the best CRM solution
Strong data entry and organization skills
Experience with report generation and business forecasting
Detail-oriented and proactive in gathering necessary business information
Strong communication skills to ask the right questions and guide setup
Experience with small businesses or architecture firms is a plus

Why This Role Matters
We want a structured, easy-to-use system that helps us track client interactions, revenue, and business performance. Since we don’t currently have a CRM in place, we need someone who can take the lead on this project and ensure we are set up for success moving forward.

We currently don't have this information organized so experience with CRMs is a must in order to let us know what you need to be able to perform the task.