CS PDP

This page contains the different roles within the Implementation Consultant path. Choose the relevant role you want to learn about.

You can also enter the “Professional Path” to access the relevant skills and resources (coming soon!).

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Choose the roles

Associate Implementation Consultant
Implementation Consultant
Senior Implementation Consultant
Principal Implementation Consultant
IC Path
N/A
Management Path
Implementation Consultant Team Leader (N/A)
Implementation Consultant Group Manager (N/A)
Director of Customer Success (N/A)

Choose the competencies

All
Product and Solution Knowledge
Impact
Ownership and Autonomy
Teamwork and Collaboration
Communication and Presentation Skills
Relationship

Associate Implementation Consultant

Professional Path

The role of an entry-level Implementation Consultant. In most cases, the individual will grow within different customer-facing positions in the company into the IC role. At this level, the Associate IC should show the basic ability of successfully onboarding small accounts. The Associate IC will become proficient in monday product, will prove the ability to simultaneously manage 80-100% of a full book of onboarding projects, build strong relationships (internally and externally), drive product adoption, and show a great sense of ownership.

Product and Solution Knowledge

Familiar with 90% of the basic and advanced functionalities of the platform, with the autonomous ability to build advanced workflows and dashboards for common customer use cases.

Impact

The IC will be focusing on making the greatest impact and value in every customer interaction by driving adoption, satisfaction and health and by making sure the implemented solution is giving the customer the tools to be keep growing with the platform for the long term.

Behavior/ additional responsibilities

  • Running small projects
Ownership and Autonomy

The role requires the ability to independently run the onboarding process for small accounts. 

Behaviors

  • Work with customers to build the account infrastructure from scratch or/and optimize existing boards and workflows
  • Once completed the IC will be in charge of the entire roll-out, feedback and onboarding completion process
  • Manages systems appropriately
Teamwork and Collaboration

The IC will act as a great team player, will build great relationships internally with his/her peers in the CS, CSM sales and CX teams.

Communication and Presentation Skills

IC is professional in internal and external communications.

Behaviors

  • Communications and presentations show a focus on the audience
Relationship

The IC will begin building and maintaining relationships with low-level managers, team leaders and process owners.

Implementation Consultant

Professional Path

The role of Implementation Consultant will be to manage independently a full book of onboarding projects. The IC will develop strong product knowledge to implement advanced and varied types of use cases. The IC will build strong relationships with our champions and will drive a healthy adoption with the accounts. The IC will build strong relationships with his peers and colleagues from CS, CX, and Sales departments while initiating discussions and brainstorming sessions to optimize solutions for our clients.

Product and Solution Knowledge

Familiar with 90% of the basic and advanced functionalities of the platform, with the autonomous ability to build advanced workflows and dashboards for common customer use cases.

Impact

The IC will be focusing on making the greatest impact and value in every customer interaction by driving adoption, satisfaction and health and by making sure the implemented solution are giving the customer the tools to be keep growing with the platform for the long term.

Behavior/ additional responsibilities

  • Leading small projects
  • Contributing to team brainstorming
  • Support large projects as a second IC
  • Participate inside project efforts to define and improve internal processes
  • Supporting new joiners on the team
  • Showcasing team success within the team/group
Ownership and Autonomy

The role requires the ability to independently run small projects through kickoff roll-out, feedback and onboarding completion processes.

Behaviors

  • The IC operates mostly autonomously from their manager but will identify escalation issues if they occur
  • The IC optimize the project plan based on the client needs and product foundation
  • Manages systems appropriately
Teamwork and Collaboration

The IC will act as a great team player and will build great relationships internally with his/her peers in the CSM, sales and CX teams.

Behaviors

  • Acts as a great team player
  • Builds great relationships internally with his/her peers in the CS, CSM sales, and CX teams
Communication and Presentation Skills

IC is professional in internal and external communications and their presentations show a focus on the audience.

Relationship

The IC builds relationships with low-level managers, team leaders and process owners in a way that drives champions’ satisfaction and drives them to the needed actions to drive adoption through their teams.

Senior Implementation Consultant

Professional Path

The role of Senior IC will be to manage independently a full book of onboarding and professional service projects. The Senior IC will develop a strong product knowledge to implement advanced and varied types of use cases working with small and medium projects. The Senior IC will build strong relationships with our champions and will drive a healthy adoption with the accounts. The Senior IC will build strong relationships with his peers and colleagues from CS, CX and Sales departments while initiating discussions and brainstorming sessions to optimized solutions for our clients. The senior IC will act as a mentor for other ICs on the team. the individual is expected to have a positive impact on the team by sharing knowledge, train and mentor peers and drive short-term side projects and initiatives.
With an option to lead 2-3 IC individuals

Product and Solution Knowledge

Acknowledged product expert who fully understands basic and advanced product functionalities as well as cross-industry advanced use cases, with the ability to implement complex workflows.

Behaviors

  • Being able to internally help other professionals with technical solutions
  • Specialize in a specific area of the product or a specific use case
Impact

In addition to the expected impact from an IC, the senior IC role requires making a more significant internal impact. 

Behaviors

  • Take ownership of short-term side projects to support the team and the company
  • Works with team members in the CS and other departments to drive product and solution knowledge, brainstorm challenges, and improve processes
  • Takes active actions to support company-wide initiatives (such as conferences, Product feedback, Product development, marketing initiatives, etc)

Additional responsibilities

  • Leading small and medium projects
  • Leading small POC projects
  • Leading short term side projects
  • Interviewing candidates to the IC role
  • Mentoring CX on the IC certification program
  • Mentoring / Lead IC
  • Specialized in a solution or use case (a solution, workflow, use case, etc.)
  • Showcasing team success in department, company, or external events
Ownership and Autonomy

The role requires the ability to take full ownership of the onboarding process with a focus on customer satisfaction, adoption, and adding value to small and medium projects.

Behaviors

  • The Senior IC will independently run the entire project from handover through onboarding completion
  • Demonstrates the ability to plan complex projects and execute according to the plan
  • Manages systems appropriately
Teamwork and Collaboration

The senior IC will act as a great team player and will build great relationships internally with his/her peers in the CSM, sales and CX teams.

Behaviors

  • Constantly supports other ICs with product and professional help
  • Drives and leads brainstorming
  • Shows ability to work with other departments within the company (product, integration experts, marketing, etc.)
Communication and Presentation Skills

Senior IC consistently enhances presentation skills and seeks opportunities to present to more senior executives internally and externally.

Relationship

The Senior IC builds and maintains relationships with low-level managers, team leaders and process owners.

Behaviors

  • Can quickly connect with a variety of clients and team members and understand how their roles in the project may impact the client’s goals

Principal Implementation Consultant

Professional Path

A Principal IC will independently manage a full portfolio of projects. At this level, the Principal IC is expected to independently manage the most strategic large projects and processes while leading multiple resources, serve as a product expert, mentor peers, and have a significant impact on the team by leading major, long-term, projects and initiatives. The individual is expected to demonstrate advanced product knowledge and the ability to drive strong relationships both internally and externally. The Principal IC will specialize in a specific process, segment, or product area and will be the go-to person for the rest of the team. While owning that area, the principal IC is expected to make an impact on the team and on other teams in the company. With an option to lead 2-3 IC individuals.

Product and Solution Knowledge

Acknowledged product expert who fully controls basic and advanced product functionality as well as cross-industries advanced use cases with the ability to implement complex workflows.

Behaviors

  • Being able to internally train and mentor other professionals on technical solutions
  • Acts as the go-to person for the most advanced and challenging use cases
  • Owns and specialize in a specific area of the product or a specific use case and will make an impact on the team by developing the area, mentor the team and support other individuals
Impact

In addition to the expected impact from a Senior IC, the Principal IC role requires to make a more significant company and team impact. The Principal IC will take ownership of long-term, strategic side projects to support the team and the company.

Behaviors

  • Works with team members in the CS and other departments to drive product and solution knowledge, brainstorm challenges and improve processes
  • Takes active actions to support company-wide initiatives (such as conferences, Product feedback, Product development, marketing initiatives, etc)

Additional responsibilities

  • Leading medium and large and strategic projects
  • Leading medium/large POC projects
  • Interviewing candidates to the Senior IC role
  • Mentoring / Lead ICs and Senior ICs
  • Leading large and long term strategic side projects
  • Manage multiple resources on projects and side projects
  • Developing and owning solutions
Ownership and Autonomy

The role requires the ability to take full ownership of the onboarding process with a focus on customer satisfaction, adoption and adding value to large, strategic, and complex projects involving multiple resources.

Behaviors

  • Independently leads the entire project from handover through onboarding completion
  • Demonstrates the ability to plan the complex project and execute it according to the plan
  • Has the opportunity to lead projects with multiple resources
Teamwork and Collaboration

The Principal IC will act as a great team player and build great relationships internally with peers in various departments in the company.

Behaviors

  • Has direct internal relationships with senior executives in the company
  • Be able to lead cross-departmental projects while collaborating with managers from different departments
  • Has a significant impact on the team and the company by helping the team to grow, improve and develop new skills
Communication and Presentation Skills

Principal IC is a demonstrated strong presenter with the ability to present complex ideas and topics in a format that is easily digestible.

Behaviors

  • Demonstrates versatility when communicating with different audiences
  • Looks for opportunities to present business or industry insights both internally and externally
Relationship

The Principal IC builds and maintains relationships with low-level managers, team leaders, and process owners.

Behaviors

  • Can quickly connect with a variety of clients and team members and understand how their roles in the project may impact the client’s goals
  • When meaningful, the IC will proactively seek to build relationships with senior leaders at customer organizations

Implementation Consultant Team Leader (N/A)

Professional Path

This role is not yet available.

Implementation Consultant Group Manager (N/A)

Professional Path

This role is not yet available.

Director of Customer Success (N/A)

Professional Path

This role is not yet available.