OrangeDot: Lead monday.com Consultant (CRM Product)

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.

Position 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.

Preferred Qualifications

(If you don’t meet every item but you’re excited about the role, we still encourage you to apply.)

• 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).

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