Lead monday.com Consultant, CRM Product
Job Description:
• Lead and manage monday.com implementations from Discovery through Delivery across multiple clients simultaneously.
• Facilitate discovery sessions to understand client goals, current-state processes, pain points, and success metrics.
• Design and implement solutions leveraging monday.com best practices , including advanced workflows, board architecture, permissions, and automations.
• Build and configure within the monday.com CRM product , including pipelines, lead/customer tracking, intake processes, and reporting dashboards.
• Create and manage project plans, timelines, documentation, and communications to keep stakeholders aligned and delivery on track.
• Deliver client-facing trainings, workshops, and enablement sessions that drive adoption and confident day-to-day usage.
• Troubleshoot platform, workflow, and configuration issues; provide clear recommendations and iterate quickly.
• Partner cross-functionally with internal teammates to ensure consistent quality, reusable assets, and scalable delivery practices.
• Stay up-to-date on monday.com releases and proactively recommend improvements to clients and internal standards.
Requirements:
• 2+ years of experience in a consulting agency environment or client-facing implementation role (monday.com partner, SaaS consulting, ops/implementation consulting, or similar).
• Strong understanding of project management principles and the ability to lead projects end-to-end (scope, timeline, risks, stakeholder communication).
• Excellent client-facing skills with the ability to run discovery, translate requirements into solutions, and advise clients confidently on best practices and tradeoffs.
• Demonstrated proficiency in monday.com configuration and customization , including board architecture, workflows, permissions, automations, and dashboards/reporting.
• Hands-on experience with monday.com CRM product , including implementations including other tools or platforms.
• Experience with integrations (native + third-party) and light technical troubleshooting; ability to identify root causes and propose practical solutions.
• Exceptional communication and interpersonal skills—able to facilitate workshops, deliver trainings, and document solutions clearly.
• Proven ability to manage multiple client projects simultaneously , prioritize effectively, and deliver high-quality work within deadlines.
• Proactive, ownership-driven mindset with strong accountability and a focus on outcomes, adoption, and client satisfaction.
Benefits:
• 99% employer premium coverage on health, dental, and vision insurance.
• 25% employer premium coverage for all dependents.
• 4% Employer-matched 401k plan.
• 3 weeks of paid time off + your birthday
• 8 Paid Holidays + a Week of Rest (full shutdown) from Dec 26-Jan 3!
• $100 Quarterly Health and Wellness Reimbursements.
• Virtual Happy Hours & Events.
• Matched volunteer days to give back to your community with Volunteer Time Off.
• $400 Charitable Donation Matching per year.
• And more!
Apply Now
Apply Now
• Lead and manage monday.com implementations from Discovery through Delivery across multiple clients simultaneously.
• Facilitate discovery sessions to understand client goals, current-state processes, pain points, and success metrics.
• Design and implement solutions leveraging monday.com best practices , including advanced workflows, board architecture, permissions, and automations.
• Build and configure within the monday.com CRM product , including pipelines, lead/customer tracking, intake processes, and reporting dashboards.
• Create and manage project plans, timelines, documentation, and communications to keep stakeholders aligned and delivery on track.
• Deliver client-facing trainings, workshops, and enablement sessions that drive adoption and confident day-to-day usage.
• Troubleshoot platform, workflow, and configuration issues; provide clear recommendations and iterate quickly.
• Partner cross-functionally with internal teammates to ensure consistent quality, reusable assets, and scalable delivery practices.
• Stay up-to-date on monday.com releases and proactively recommend improvements to clients and internal standards.
Requirements:
• 2+ years of experience in a consulting agency environment or client-facing implementation role (monday.com partner, SaaS consulting, ops/implementation consulting, or similar).
• Strong understanding of project management principles and the ability to lead projects end-to-end (scope, timeline, risks, stakeholder communication).
• Excellent client-facing skills with the ability to run discovery, translate requirements into solutions, and advise clients confidently on best practices and tradeoffs.
• Demonstrated proficiency in monday.com configuration and customization , including board architecture, workflows, permissions, automations, and dashboards/reporting.
• Hands-on experience with monday.com CRM product , including implementations including other tools or platforms.
• Experience with integrations (native + third-party) and light technical troubleshooting; ability to identify root causes and propose practical solutions.
• Exceptional communication and interpersonal skills—able to facilitate workshops, deliver trainings, and document solutions clearly.
• Proven ability to manage multiple client projects simultaneously , prioritize effectively, and deliver high-quality work within deadlines.
• Proactive, ownership-driven mindset with strong accountability and a focus on outcomes, adoption, and client satisfaction.
Benefits:
• 99% employer premium coverage on health, dental, and vision insurance.
• 25% employer premium coverage for all dependents.
• 4% Employer-matched 401k plan.
• 3 weeks of paid time off + your birthday
• 8 Paid Holidays + a Week of Rest (full shutdown) from Dec 26-Jan 3!
• $100 Quarterly Health and Wellness Reimbursements.
• Virtual Happy Hours & Events.
• Matched volunteer days to give back to your community with Volunteer Time Off.
• $400 Charitable Donation Matching per year.
• And more!
Apply Now
Apply Now