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 tot his job