Monday.com Implementation Consultant

2 weeks ago

United Kingdom CRMCrew Full time

Monday.com Implementation Consultant | CRMCrew

About Us

We are CRMCrew, a tech consultancy specialising in helping service-based businesses streamline their sales, project management, resource allocation, and invoicing through digital transformation, primarily using monday.com. Our goal is to significantly improve operational efficiency and drive higher net margins for our clients by leveraging automation, integrations, and tailored workflows.

As a customer-focused consultancy, we prioritise the entire client experience, ensuring that every project delivers measurable results and a strong return on investment (ROI).

We’re looking for a skilled and experienced Project Manager with expertise in monday.com implementations to join our team as a key player in delivering client projects. You will ensure all projects stay on track, are completed on time, and meet the highest standards.

Your Responsibilities

Requirements Gathering

  • Lead comprehensive requirements-gathering sessions with clients to understand their business challenges, goals, and workflows, with a specific focus on where monday.com can drive efficiencies.
  • Identify key pain points and inefficiencies, developing a deep understanding of each client's operational needs.
  • Translate business challenges into tailored technical solutions within monday.com that enhance processes, automate workflows, and deliver measurable business improvements.
  • Clearly communicate how the proposed monday.com systems will solve client challenges and support their broader objectives.

Requirements Documentation

  • Document all client requirements clearly within the context of monday.com’s functionality, ensuring both functional and non-functional aspects are captured.
  • Develop detailed system plans that outline monday.com architecture, key integrations, workflows, and data points.
  • Keep documentation up-to-date as project scope evolves, ensuring clear communication with clients and internal teams.

Basic monday.com Setup

  • Configure essential elements in monday.com, such as boards, data capture fields, workflow automations, and reporting functionalities.
  • Ensure setups are scalable and aligned with the client’s business structure, addressing both current and future needs.
  • Validate setups through testing and client feedback, preparing for more complex customisations as needed.

Task Delegation and Complex Development

  • Delegate advanced technical tasks to the development team, ensuring priorities align with project timelines and business-critical functions.
  • Provide clear technical handovers, translating business requirements into detailed technical specifications for monday.com-related customisations.
  • Maintain a solid understanding of advanced technical aspects to support troubleshooting and ensure smooth communication between teams.

Client Liaison and Communication

  • Act as the primary point of contact for clients, managing ongoing communication, project updates, and feedback.
  • Conduct regular meetings to provide progress updates, gather additional requirements, and manage expectations related to monday.com capabilities and setup.
  • Ensure clients fully understand system capabilities, project milestones, and timelines, fostering a transparent and collaborative environment.

Client Relationship Management

  • Build and maintain strong client relationships, positioning CRMCrew as a trusted partner in monday.com setup and optimisation.
  • Continuously monitor client satisfaction, ensuring all deliverables meet high standards and fostering long-term partnerships.
  • Identify opportunities for additional support or future engagements to further optimise their business processes.

Project Management

  • Oversee the entire project lifecycle, from initial requirements gathering to system implementation and post-launch support within monday.com.
  • Create detailed project plans with clear deliverables, realistic timelines, and budget management.
  • Track project progress using internal tools, identifying risks or delays early and implementing strategies to mitigate them.
  • Ensure all deliverables meet both client expectations and CRMCrew’s quality standards through thorough reviews and feedback loops.

Technical Knowledge and Adaptability

  • Have working knowledge of key platforms like monday.com, Mailchimp, Zapier, and other business process automation tools.
  • Stay updated on new technologies and tools, especially new features and updates within monday.com, that can enhance client systems and address evolving business needs.
  • Adapt quickly to new platforms and updates, ensuring proficiency in systems most relevant to client projects.

Day-to-Day Responsibilities

  • Participate in a daily 9 am huddle to discuss ongoing projects, delegate tasks, address concerns, and plan the day ahead.
  • Allocate focused time to ensure all projects within monday.com are progressing smoothly and remain aligned with client expectations.
  • Conduct afternoon client meetings to provide updates, gather additional system requirements, and ensure client tasks are on track to keep projects moving forward.

Benefits

  • CRMCrew is a fully remote company, offering you the flexibility to work from anywhere, supporting a great work-life balance.
  • Access to professional development opportunities, including courses and certifications related to project management, monday.com, and other technology platforms.
  • We provide a retirement savings plan with company contributions.

Requirements

  • 5+ years of experience in a project management role, ideally with hands-on experience in monday.com.
  • 3+ years of experience managing client-facing projects.
  • Strong business acumen in project planning and management.
  • Exceptional verbal, written, and organisational skills.

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