Job Pukar

OrangeDot: Lead monday.com Consultant (CRM Product)

Unknown

monday.comCRMConsultantImplementationProject ManagementLeadMid-Senior level
Location
Remote
Type
Remote
Salary
Not listed
Posted
3/20/2026

Job Description

OrangeDot, a top monday.com Platinum Partner in North America, is seeking an experienced and solutions-driven Lead monday.com Consultant to join their growing team. This role is perfect for someone with over two years of hands-on monday.com consulting experience, a deep understanding of the monday.com CRM product, and a proven ability to successfully lead multiple client projects from initiation to completion. As a consultant, you will manage end-to-end implementations, guiding clients through process discovery, designing intelligent solutions, configuring scalable workflows, and ensuring adoption through comprehensive training and support. If you are passionate about solving operational challenges, building efficient systems, and collaborating directly with clients, you will thrive in this environment.

Key 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 training, 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.

Requirements & Qualifications

  • 2+ years of experience implementing monday.com for clients or internal stakeholders, with clear ownership of delivery outcomes.
  • Confidence in the monday.com CRM product.
  • Track record of leading multiple client projects successfully from discovery through delivery.

About the Company

OrangeDot is recognized as one of North America's premier monday.com Platinum Partners. The company specializes in implementing and optimizing monday.com solutions for clients, with a particular focus on the CRM product. While the job posting doesn't explicitly state the company's size or full mission, it suggests a dynamic and growing team dedicated to leveraging monday.com to solve operational problems and build clean, scalable systems for their clients. Their emphasis on client partnership and end-to-end project ownership highlights their commitment to delivering comprehensive and effective solutions.