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Services Engagement Consultant

monday.com

monday.com

Sydney, NSW, Australia
Posted on Wednesday, June 5, 2024

Services Engagement Consultant

  • Customer Success
  • Sydney

Description

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

  • 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.

Requirements

  • 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

About The Team (Internal)

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.

Responsibilities:

  • 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.

Internal requirements

  • 5+ years of experience in pre-sale Professional Services and project management roles
  • Experience 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