Technical Lead-monday.com

We are looking for a highly motivated and experienced Implementation Expert or Implementation Lead to join our team. The ideal candidate will have hands-on experience in implementing SaaS applications such as Monday.com, ClickUp, Asana, HubSpot, etc., and a strong ability to understand business use cases and translate them into effective, scalable solutions.

Key Responsibilities:

• Lead and manage end-to-end implementation of SaaS solutions based on client requirements.

• Understand client business processes and convert use cases into technical/configured solutions.

• Deliver customized setups for use cases like:

- Project Management

- Portfolio Management

- Product Lifecycle Management (PLM)

- Customer Relationship Management (CRM)

- Manufacturing workflows

• Design and build dashboards and reports for analytics and executive insights.

• Collaborate with cross-functional teams including sales, customer success, and product to ensure timely and quality delivery.

• Manage stakeholder expectations and provide post-implementation support.

• Maintain documentation and best practices for repeatable implementations.

• Designing and configuring solutions, including workflows, custom objects, fields, and reports.

• Importing and migrating data from legacy systems into Monday.com, ensuring data accuracy and integrity.

• Keeping abreast of new features, best practices, and industry trends.

• Understanding of business processes and how low code tool can be leveraged to improve them.

• Excellent written and verbal communication skills to effectively interact with clients and team members.

• Ability to identify and resolve complex issues during the implementation process.

• Ability to manage projects, timelines, and resources effectively.

• Focus on technical aspects of low code tool implementation.

• Responsible for system integration, high level understanding on custom development, app development & data migration.

• Design scalable board structures, workflows, automations, dashboards, and integrations to suit specific business needs.

• Translate complex business requirements into monday.com configurations using native tools, apps, formula columns, and integrations.

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Required Skills:

• 4–5 years of hands-on experience in implementing SaaS platforms (e.g., Monday.com, Asana, ClickUp, HubSpot).

• Strong understanding of business processes across different domains.

• Proven experience in scoping, configuring, and delivering tailored solutions.

• Analytical mindset with experience in building dashboards and reports.

• Strong communication and client-handling skills.

• Self-starter with the ability to lead and manage multiple projects.

• Conduct discovery sessions and requirements workshops with clients and stakeholders.

• Map current/as is processes and identify inefficiencies or automation opportunities and convert system workflows to meet client to process.

• Create prototypes and POCs (proof of concept) to validate solutions with stakeholders.

• Deliver training sessions and onboarding workshops to client teams.

• Create user guides, SOPs, video walkthroughs, and other enablement assets.

• Empower clients to adopt monday.com through best practices and adoption frameworks.

• Implement third-party integrations (e.g., Slack, Gmail, Jira, Salesforce, Make.com, Zapier).

• Coordinate with developers for custom integrations, monday apps, or API-based workflows.

• 3-5 years of experience in SaaS implementations or business process consulting.

• 1-2 years of hands-on experience implementing monday.com will be preferrable.

• Experience in client-facing roles or project delivery.

Preferred/Bonus Skills:

• Working knowledge of custom integrations and APIs.

• Experience with scripting or automation tools (e.g., Zapier, Make.com, Integromat).

• Familiarity with agile methodologies or consulting environments.