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obo. (Merged with Aptitude 8) · 21 hours ago

Lead monday.com Consultant (CRM Product)

United States

Full-time

Remote

Mid, Senior Level

$80K/yr - $100K/yr

2+ years exp

OrangeDot is one of North America’s top monday.com Platinum Partners, and they are seeking an experienced, solutions-driven monday.com Lead Consultant to join their team. This role involves owning implementations end-to-end, guiding clients through process discovery, designing solutions, and ensuring adoption through training and support.

B2BDigital MarketingInformation TechnologyMarketingProject ManagementSoftware

Growth Opportunities

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

Qualification

Monday.com consultingMonday.com CRM productProject managementClient-facing skillsSolution designTraining deliveryCommunication skillsInterpersonal skillsAdaptability

Required

2+ years of hands-on monday.com consulting experience

confident in the monday.com CRM product

track record of leading multiple client projects successfully from discovery through delivery

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

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