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 :

- 45 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.