Lead monday.com Consultant (CRM Product)

About the position About the Position OrangeDot is one of North America’s top monday.com Platinum Partners, and we’re excited to welcome an experienced, solutions-driven monday.com Lead Consultant to our growing team. This role is designed for someone who has 2+ years of hands-on monday.com consulting experience , is confident in the monday.com CRM product , and has a track record of leading multiple client projects successfully from discovery through delivery. As a monday.com Consultant, you’ll own implementations end-to-end—guiding clients through process discovery, designing smart solutions, configuring scalable workflows, and ensuring adoption through training and change support. If you love solving operational problems, building clean systems, and partnering directly with clients, you’ll thrive here.

Responsibilities

• 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.

Nice-to-haves

• 2+ years experience implementing monday.com for clients or internal stakeholders, with clear ownership of delivery outcomes.
• Demonstrated experience with the monday.com CRM product (pipelines, contact/account structures, lead management, dashboards, reporting).
• Proven ability to successfully lead multiple concurrent client projects , including managing scope, priorities, and stakeholder expectations.
• Strong process mapping and solution-design skills (translating messy processes into clean, usable workflows).
• Experience delivering trainings, facilitating workshops, and communicating technical concepts in a clear, client-friendly way.
• monday.com certifications are a plus (not required).
• A bonus to have business and sales process solution design experience.
• Adaptable—able to shift across industries, use cases, and client needs
• Excited to join a growing team and help shape how we deliver exceptional monday.com consulting

Benefits

• Competitive starting salary; 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 + your birthday
• 8 Paid Holidays + a Week of Rest (full shutdown) from Dec 26-Jan 3!
• Remote or local work options.
• $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!

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