Monday.com Consultant - Workflow Magic

About Workflow Magic

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

The Implementation Manager at Workflow Magic plays a pivotal role in ensuring our clients achieve their business goals through effective  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 ’s features and best practices, implementing integrations and automations, conducting live user training, and creating training materials.

• Collaborate with 15-25  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.

• Provide excellent customer service through various channels, including email, video calls, and in-person meetings.
• Coach clients on both basic and advanced features of
• Conduct live user training sessions for groups ranging from 2 to 50 participants.
• Create and maintain training videos to enhance client knowledge.

• 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.

• Identify opportunities for renewals and upsells within the existing client base.
• Collaborate with sales teams to drive growth.

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

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

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

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

• 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
• 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  is a plus.
• Proficiency in Microsoft Office tools, including Excel, PowerPoint, and Word. Bachelor’s degree required;
  Master’s degree preferred.

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, we encourage you to apply.

Prior experience in providing professional services is preferred but not required. Help our clients experience the magic of  with Workflow Magic.