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Digitize Sales, Marketing, Service, and Project Management
Lead monday.com Consultant, CRM Product
Location
Maryland
Posted
165 days ago
Salary
$80K - $100K / year
Seniority
Senior
Job Description
Lead monday.com Consultant, CRM Product
obo.
• 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.
Job 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!
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