Job
Description
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 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. Show more Show less
