Monday.com Expert Needed to Set Up Work Management System for Marketing & Web Design Agency

Company: Accel Connect Marketing
Position: Monday.com Work Management System Expert
Type: Contract/Project-Based (with potential for ongoing support)
Location: Remote
Pay: $5 per hour
Timeframe: 1–2 weeks (20–40 hours total setup time)

Job Description:
Accel Connect Marketing, a growing marketing and web design agency, is seeking a Monday.com expert to set up and optimize our work management system. This role requires someone who can build structured workflows, automate processes, and integrate key tools to help streamline team collaboration, client task management, and project tracking.
Key Responsibilities:

1. Project Management Setup
Create separate Monday.com boards for key teams and project types. Examples like:
- Google Ads Team
- Web Design Team
- Content Creation Team
- Social Media Management Team
- Other similar client projects
- Implement timelines and Gantt charts to track deadlines, milestones, and dependencies, especially for web design projects.
- Set up task management workflows with due dates, priority levels, and progress tracking.

2. Client Task Request System
- Build a client task request board to track incoming client requests such as content updates, campaign changes, and design revisions.
- Automate task assignments and status updates for transparency.
- Include custom fields such as priority levels, deadlines, approvals, and client instructions.

3. Internal Team Collaboration
- Assign tasks with clear due dates and priorities.
- Set up automations for task reminders, notifications, and auto-assignments.
- Enable time tracking for team productivity monitoring.
- Use Monday.com’s internal commenting system to reduce reliance on email.

4. Reporting and Analytics
- Create custom dashboards to track these examples:
- Project progress in real time
- Ad campaign performance and website analytics
- Time spent on tasks and projects by team members
- Automate client performance reports such as Google Ads results and web traffic insights.

5. Client Onboarding and Communication
- Develop an onboarding checklist for new clients covering contracts, asset gathering, and account setup.
- Automate client feedback requests after project completion.

6. Financial and Budget Management
- Create a board to track client budgets, invoices, and expenses.
- Automate invoicing and payment reminders.

7. Integration with Key Tools
- Google Drive: Sync project files and documents.
- Slack: Get real-time task updates.
- Email and Gmail: Auto-create tasks from emails.
- Time Tracking: Integrate tools like Harvest for accurate billing.

Requirements:
Proven experience setting up Monday.com for agencies or teams
Strong knowledge of task automation, reporting, and integrations
Experience with Google Workspace, Slack, email integrations, and time tracking tools
Ability to create custom dashboards and automated workflows
Strong organizational skills with attention to detail
Ability to document processes and provide basic training to our team

Additional Information:
This is a one-time setup project with an option for ongoing support.
We are looking for efficient setup within 1–2 weeks (20–40 hours of work).
Pay is $5 per hour
How to Apply:
To be considered, please submit:
Your experience with Monday.com setup and automation
Any previous projects where you optimized workflows
A brief overview of your setup approach
Your availability to start and estimated time for completion
Looking forward to working with a skilled Monday.com expert who can bring efficiency to our operations.