OrangeDot
Lead monday.com Consultant (CRM Product)
OrangeDot, Annapolis, Maryland, United States, 21401
About the Position
Please make an application promptly if you are a good match for this role due to high levels of interest. OrangeDot is one of North America’s top Platinum Partners, and we’re excited to welcome an experienced, solutions-driven Lead Consultant to our growing team. This role is designed for someone who has.TV 2+ years of hands‑on consulting experience, is confident in the CRM product, and has a track record of leading multiple client projects successfully from discovery through delivery. As a 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 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 badkamer implement solutions leveraging best practices
, including advanced workflows, board architecture, permissions, and automations. Build and configure within the 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 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 for clients or internal stakeholders,/jpeg clear ownership of delivery outcomes. Demonstrated experience with the 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 consulting. If you’re an experienced consultant who loves helping teams streamline work, build scalable systems, and get real value out of —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 through intelligent integration and expert customization. With extensive experience across various industries and partnerships with organizations of all sizes, we deliver impactful implementation, customization, and integration solutions that transform business operations. Our commitment to clients extends beyond implementation; we providesequence 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 Arrangement 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! Position Requirements: 2+ years of experience
in a consulting agency environment or client‑facing implementation role ( partner, SaaS consulting, ops/implementation consulting, or similar). Strong understanding of project management principles and the ability to lead projects end‑.same
(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
configuration and customization
, including board architecture, workflows, permissions, automations, and dashboards/reporting.
Hands‑on experience with CRM product
, including implementations with 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—ability 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. xsgimln Pro edenate, ownership‑driven mindset with strong accountability and a focus on outcomes, adoption, and client satisfaction. J-18808-Ljbffr
Please make an application promptly if you are a good match for this role due to high levels of interest. OrangeDot is one of North America’s top Platinum Partners, and we’re excited to welcome an experienced, solutions-driven Lead Consultant to our growing team. This role is designed for someone who has.TV 2+ years of hands‑on consulting experience, is confident in the CRM product, and has a track record of leading multiple client projects successfully from discovery through delivery. As a 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 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 badkamer implement solutions leveraging best practices
, including advanced workflows, board architecture, permissions, and automations. Build and configure within the 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 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 for clients or internal stakeholders,/jpeg clear ownership of delivery outcomes. Demonstrated experience with the 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 consulting. If you’re an experienced consultant who loves helping teams streamline work, build scalable systems, and get real value out of —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 through intelligent integration and expert customization. With extensive experience across various industries and partnerships with organizations of all sizes, we deliver impactful implementation, customization, and integration solutions that transform business operations. Our commitment to clients extends beyond implementation; we providesequence 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 Arrangement 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! Position Requirements: 2+ years of experience
in a consulting agency environment or client‑facing implementation role ( partner, SaaS consulting, ops/implementation consulting, or similar). Strong understanding of project management principles and the ability to lead projects end‑.same
(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
configuration and customization
, including board architecture, workflows, permissions, automations, and dashboards/reporting.
Hands‑on experience with CRM product
, including implementations with 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—ability 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. xsgimln Pro edenate, ownership‑driven mindset with strong accountability and a focus on outcomes, adoption, and client satisfaction. J-18808-Ljbffr