Technical Lead – monday.com

Job Description: Implementation Expert / Implementation Lead

Experience:
4–5 years

Job Summary:
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.

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 the 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.