monday.com Consultant

Workflow Magic; United States; Hybrid; USD 90,000 - 130,000; Full time

Job summary

Workflow Magic seeks an experienced monday.com Consultant / Implementation Manager to drive client success through effective monday.com utilization, trainings, and process improvements. You will collaborate with clients to understand workflows, coach teams on features, and implement integrations to boost efficiency.

The role emphasizes live trainings, training materials, and strong relationship management. Prior startup experience is valued, with a focus on renewals and upsells, time management,

Qualifications

• 3+ years as an Implementation Manager or similar role.
• 2+ years startup environment experience building processes and teams.
• 2+ years hands-on experience with monday.com.
• Strong problem-solving with multiple projects.
• Business operations knowledge (HR, recruiting, marketing, sales, customer success).
• Excellent internal communication and customer‑oriented personality.
• Experience with Zapier or Make.com is a plus.
• MS Office proficiency; Excel/PowerPoint/Word.

Responsibilities

• Engage 15–25 monday.com clients weekly to understand workflows.
• Identify inefficiencies and reduce silos in client processes.
• Serve as primary client contact and nurture relationships.
• Provide customer service via email, video, and in-person meetings.
• Coach on monday.com basics and advanced features.
• Lead live trainings for groups of 2–50; create training videos.
• Implement integrations and automations to optimize workflows.
• Help clients refine processes for maximum efficiency.
• Identify renewals and upsell opportunities with sales teams.
• Be technically savvy and troubleshoot issues.
• Demonstrate strong time-management for priorities.

Skills

Client engagement

Problem-solving

Time management

Communication skills

Business acumen

Customer success

Technical curiosity

Education

Bachelor's degree required

Master’s degree preferred

Tools

Zapier

Make.com

Microsoft Office (Excel, PowerPoint, Word)

Job description

About Workflow Magic

Workflow Magic is a dynamic and rapidly growing company specializing in monday.com implementation services. We help businesses streamline their workflows, boost productivity, and maximize their monday.com investments. Our team is passionate about driving success for our clients, and we're looking for a dedicated monday.com Consultant / Implementation Manager to join us in this mission.

Job Description

The Implementation Manager at Workflow Magic plays a pivotal role in ensuring our clients achieve their business goals through effective monday.com utilization and provides excellent success service. As a trusted adviser, you will work closely with clients to understand their unique workflows and provide expert guidance to optimize their processes. You will be responsible for delivering exceptional customer service, offering coaching on monday.com's features and best practices, implementing integrations and automations, conducting live user training, and creating training materials.

Key Responsibilities

Client Engagement and Consultation

Collaborate with 15-25 monday.com clients per week to understand their workflows.

Identify and eliminate isolation, inefficiencies, redundancies, and work silos within client processes.

Act as the primary point of contact and build strong client relationships.

Customer Service and Training

Provide excellent customer service through various channels, including email, video calls, and in-person meetings.

Coach clients on both basic and advanced features of monday.com.

Conduct live user training sessions for groups ranging from 2 to 50 participants.

Create and maintain training videos to enhance client knowledge.

Process Improvement

Collaborate with clients to implement useful integrations and automations to optimize workflows.

Assist clients in developing and refining their processes and procedures for maximum efficiency.

Be process improvement-oriented to drive client success.

Renewals and Upsells

Identify opportunities for renewals and upsells within the existing client base.

Collaborate with sales teams to drive growth.

Technical Proficiency

Be technically savvy and able to understand and troubleshoot technical issues.

Time Management

Exhibit excellent time management skills to prioritize urgent and important tasks effectively.

Ideal Experience (Not Required but Preferred)

Prior experience in providing professional services to clients. Familiarity with customer success in a technology or software-related field.

Performance Metrics

• Achieve and maintain a 90%+ client satisfaction rate with our services.
• Ensure 100% client retention through proactive engagement and support.

Qualifications

• Minimum of 3 years of hands‑on experience as an Implementation Manager or in a similar role.
• At least 2 years of experience working in a startup environment, developing processes, and procedures, and building out teams.
• Minimum of 2 year of hands‑on experience with monday.com.
• Proven problem-solving skills, with the ability to manage multiple projects simultaneously.
• Strong business acumen and understanding of business operations (e.g., HR, recruiting, marketing, sales, customer success).
• Excellent internal communication skills and a customer‑oriented personality.
• Experience with Zapier or Make.com is a plus.
• Proficiency in Microsoft Office tools, including Excel, PowerPoint, and Word. Bachelor’s degree required; Master’s degree preferred.

Why Workflow Magic

Join a fast-growing company with opportunities for career advancement. Work with a passionate and collaborative team focused on success. Competitive salary and benefits package. Be part of a company that values innovation, creativity, and personal growth. If you are an experienced Implementation Manager with technical proficiency, a track record of selling renewals and upsells, and a strong focus on process improvement and excellent time management skills, Prior experience in providing professional services is preferred but not required. Help our clients experience the magic of monday.com with Workflow Magic.