Lead monday.com Consultant (CRM Product)

Lead monday.com Consultant (CRM Product)

Join OrangeDot as a Lead monday.com Consultant. In this role, you'll manage client projects from start to finish, helping them implement and optimize the monday.com CRM product. If you enjoy solving operational challenges and working closely with clients, this could be the perfect fit for you.

About the Role

As a Lead Consultant, you will guide clients through process discovery, design effective solutions, and ensure successful adoption of the monday.com platform. Your expertise will directly impact the efficiency and effectiveness of our clients' operations.

What You'll Do

• Lead and manage monday.com implementations from discovery through delivery for multiple clients.
• Facilitate discovery sessions to understand client goals, processes, pain points, and success metrics.
• Design and implement solutions using monday.com best practices, including advanced workflows and automations.
• Build and configure the monday.com CRM product, including pipelines and reporting dashboards.
• Create and manage project plans, timelines, and documentation to keep stakeholders aligned.
• Deliver client-facing training and workshops to drive adoption and usage.
• Troubleshoot platform and workflow issues, providing clear recommendations.
• Collaborate with internal teams to ensure quality and scalable delivery practices.
• Stay updated on monday.com releases and recommend improvements.

What We're Looking For

• 2+ years of experience implementing monday.com for clients or internal stakeholders.
• Experience with the monday.com CRM product, including lead management and dashboards.
• Ability to lead multiple client projects, managing scope and stakeholder expectations.
• Strong skills in process mapping and solution design.
• Experience delivering trainings and facilitating workshops.
• monday.com certifications are a plus, but not required.

Nice to Have

• Business and sales process solution design experience.
• Comfortable adapting to different industries and client needs.

What We Offer

• Competitive starting salary with annual raises.
• 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 plus your birthday.
• 8 paid holidays and a week of rest from December 26 to January 3.
• Remote or local work options.
• $100 quarterly health and wellness reimbursements.
• Virtual happy hours and events.
• Matched volunteer days for community service with Volunteer Time Off.
• $400 charitable donation matching per year.
• And more!

About OrangeDot

OrangeDot is a leading monday.com Platinum Partner in North America. We focus on enhancing team collaboration through expert customization and integration of monday.com. Our team has extensive experience across various industries, providing impactful solutions that transform business operations. We are dedicated to supporting our clients beyond implementation with ongoing training and support.

If you are an experienced monday.com consultant who enjoys helping teams streamline their work and maximize the value of monday.com, we would love to hear from you!