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Digitize Sales, Marketing, Service, and Project Management
1 Jobs
Lead monday.com Consultant, CRM Product
obo.Digitize Sales, Marketing, Service, and Project Management
• 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.