Services Engagement Consultant
Customer Success
Are you a Professional Services and technology pre-sales powerhouse with a passion for client relationships and crafting winning SoWs? Then, we'd love for you to join monday.com's Professional Services team as a Professional Services Engagement Consultant. In this fast-paced role, you'll be the point person for scoping client needs, creating SOWs, and navigating pre-sale activities through to project conversion.
About The Role
Are you a Professional Services and technology pre-sales powerhouse with a passion for client relationships and crafting winning SoWs? Then, we'd love for you to join monday.com's Professional Services team as a Professional Services Engagement Consultant. In this fast-paced role, you'll be the point person for scoping client needs, creating SOWs, and navigating pre-sale activities through to project conversion.
- Engage in pre-sale client conversations, understand their pain points and opportunities, and craft compelling documentation that showcase monday.com's potential.
- Work hand-in-hand with clients, partners, & sales reps to define project scope, ensuring alignment with expectations and resource availability.
- Develop detailed SOW’s that map the path to success, covering technical and consultative services.
- Coordinate pre-sales delivery resources across internal and partner resources.
- Interface to all key stakeholders, from technical teams to executives.
- Manage urgent requests in a timely manner, working alongside internal stakeholders to find solutions to close opportunities.
- Define and implement standardized request processes, metrics, and operational procedures for efficient request management in alignment with business operations and other cross functional teams.
- Surface, influence, and take responsibility for key data points such as request volume, conversion rates (from request to project), service attach rate, request internal SLAs, and more.
- Collaborate closely with the partnerships team to ensure requests are mapped to the proper partners based on partnerships team strategy and partner expertise.
- Stay abreast of the variety of partner service offerings and internal service offerings to ensure each request is matched to the best delivery model.
- Gain in-depth knowledge of monday.com's features and stay ahead of the curve with new releases.
Your Experience & Skills
- 5+ years of experience in pre-sale Professional Services and project management roles in an enterprise B2B environment.
- Experience in B2B SaaS as technical customer success / professional service / implementation manager / technical project management / technical account management / technological consulting, specifically within implementation of complex products.
- Experience performing technical project scoping and writing SOWs.
- Demonstrates progressive experience with project management and leadership
- Detail-oriented individual with the ability to rapidly learn and take advantage of new concepts, business models, and technologies.
- Experience in leading projects involving hands-on implementation and management of multiple resources.
- Ability to clearly articulate technical topics to a non-technical audience
We believe in equal opportunity.
monday.com is an equal opportunity employer and bans discrimination and harassment of any kind. monday.com is committed to the standard of equal employment opportunity for all employees and to creating and maintaining a workplace free of discrimination and harassment.
All qualified applicants will be considered for employment regardless of any personal characteristic. We encourage candidates from all backgrounds to apply, regardless of their race, religion, national origin, ethnicity, sexual orientation, gender identity, age, marital status, family or parental status, physical or mental disability or any other status protected by the laws or regulations in the locations where monday.com operates.
monday.com is committed to working with and providing access and reasonable accommodation to applicants with any disabilities. If you think you may require accommodation for any part of the recruitment process, please send a request to accommodations@monday.com.
All requests for accommodation are treated confidentially , as practical and permitted by law.
monday.com is an equal opportunity employer and bans discrimination and harassment of any kind. monday.com is committed to the standard of equal employment opportunity for all employees and to creating and maintaining a workplace free of discrimination and harassment.
All qualified applicants will be considered for employment regardless of any personal characteristic. We encourage candidates from all backgrounds to apply, regardless of their race, religion, national origin, ethnicity, sexual orientation, gender identity, age, marital status, family or parental status, physical or mental disability or any other status protected by the laws or regulations in the locations where monday.com operates.
monday.com is committed to working with and providing access and reasonable accommodation to applicants with any disabilities. If you think you may require accommodation for any part of the recruitment process, please send a request to accommodations@monday.com.
All requests for accommodation are treated confidentially , as practical and permitted by law.
Meet the Customer Success team
The Customer Success Team is the trusted advisor for building relationships, driving product adoption, and empowering teams to fulfill their goals. By being experts of the monday.com platform, we are able to provide a unique level of consultation and inspiration to our customers. We are an energetic, empathetic and passionate team that enjoys teamwork and taking on new challenges in this dynamic environment.
