OrangeDot is one of North America’s top https://monday.com
Platinum Partners, and we’re excited to welcome an experienced, solutions-driven https://monday.com Lead Consultant to our growing team. This role is designed for someone who has 2+ years of hands-on https://monday.com consulting experience, is confident in the https://monday.com CRM product, and has a track record of leading multiple client projects successfully from discovery through delivery.As a https://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 https://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 https://monday.com
best practices, including advanced workflows, board architecture, permissions, and automations.Build and configure within the https://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 https://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 https://monday.com
for clients or internal stakeholders, with clear ownership of delivery outcomes.Demonstrated experience with the https://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.
- certifications are a plus (not required).
What We’re Looking For
Someone who is:
A confident consultant who can own delivery and drive outcomes
Comfortable leading discovery, making recommendations, and advising clients
Organized and proactive with strong project management instincts
CRM Product experience. A bonus to have business and sales process solution design experience.
Adaptable—able to shift across industries, use cases, and client needs
Excited to join a growing team and help shape how we deliver exceptional https://monday.com
consulting
If you’re an experienced https://monday.com
consultant who loves helping teams streamline work, build scalable systems, and get real value out of monday.com—we’d love to hear from you.About OrangeDot
OrangeDot is dedicated to enhancing our client’s team collaboration and communication by leveraging the capabilities of https://monday.com
through intelligent integration and expert customization.With extensive experience across various industries and partnerships with organizations of all sizes, we deliver impactful https://monday.com implementation, customization, and integration solutions that transform business operations.
Our commitment to clients extends beyond implementation; we provide ongoing support and training to ensure seamless adoption of new technologies.
We are an award-winning company with a multitude of notable partnerships and achievements, including:
- Professional Services Partner of the Year 2023
- North American Partner of the Year 2021
About the Benefits & Perks
Competitive starting salary; annual raises.
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!
Remote or local work options.
$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!
Job requirements
Position Requirements:
2+ years of experience in a consulting agency environment or client-facing implementation role (https://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 https://monday.com configuration and customization, including board architecture, workflows, permissions, automations, and dashboards/reporting.
Hands-on experience with https://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.
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