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.