[Remote] Lead monday.com Consultant (CRM Product)

Note: The job is a remote job and is open to candidates in USA. 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.

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

Skills

• 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
• Monday.com certifications are a plus (not required)

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.

Company Overview

• OBO has merged with Aptitude 8! Please follow https://www.linkedin.com/company/aptitude-8/ or visit https://aptitude8.com/ for more information. It was founded in 2016, and is headquartered in Annapolis, Maryland, USA, with a workforce of 11-50 employees. Its website is https://theobogroup.com/.

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