Professional Services Consultant/Engineer
Senior Professional Services Consultant/Engineer
Channel Partnerships PDP
This page contains the different roles within the Professional Services path. Choose the relevant roles you want to learn about.
You can also enter the “Professional Path” to access the relevant skills and resources (coming soon!).
Choose & Compare
IC Path
Professional Services Lead/ Technical Professional Services Lead
Management Path
Professional Services Team Lead
Professional Services Director
Components:
All
Internal impact and collaboration
Complexity
Autonomy
External relationships and impact
Knowledge
Typical experience
Professional Services Consultant/Engineer
Professional Path
Manages and owns the full responsibility of the PS lifecycle from discovery to delivery of small/med complexity projects. Responsible for working and collaborating with our partners and SIs on PS projects while building and maintaining relationships with our service partners.
Internal impact and collaboration
Works closely with the client-facing teams while collaborating with the CPMs, R&D, and product team. Demonstrates the monday.com culture in their day-to-day interactions with other peers and stakeholders in the company.
Behaviors
- Works closely with the Consulting and Channel Partners teams on small/med deals to help enable them using PS
- Works with product and R&D on complex solutions, FRs, and ongoing collaboration
- Works closely with other teams within the partnership organization to improve collaboration
Complexity
 Works on small-medium complexity projects. Maintains relationships with existing partners and works with them on PS deliveries.
Behaviors
- Leads small-medium complexity implementations from qualification, scoping, SOW, and execution (internally/with Partner)
- Acts as a product SME with deep technical knowledge, specializing in monday.com’s Apps and API
- Responsible for consulting and guiding our partners regarding project structure, technical implementation, and solution design for low-mid projects complexity
Autonomy
Fully owns and leads small-medium PS opportunities and deliveries, end-to-end. Responsible for the entire PS delivery life cycle.
Behaviors
- Leads discovery calls, solution design, scoping, and any project activity with partners, or as internal delivery
- Responsible for SoW assemblement and project planning with guidance from a senior consultant/engineer
- Supports post-sales activities and delivery life-cycle internally or with partners, and assures successful implementation and meeting the timelines
External relationships and impact
Works with our global partner’s ecosystem on specific deals and PS engagements. Maintains ongoing relationships with existing partners and supports them during the delivery cycle.
Behaviors
- Conducts weekly and ongoing meetings with our strategic partners on specific deals they are involved in
- Conducts discovery and initial scoping sessions with small/medium accounts to map their needs
- Trains and enables existing partners in the ecosystem while building and maintaining strong relationships, and working on PS deliveries
Knowledge
Has a good understanding of the PS practices and delivery in the SaaS industry (in-house and partnerships), best practices and PS project cycle management, as well as technical background. Works with customers on large product implementations.
Behaviors
- Has experience in leading delivery cycles, including scoping & discovery, solution design and SOW assemblement
- Knows the product architecture, APIs, and platform best practices
- Has experience working with customers on long and complex projects with multiple entities and stakeholders
Typical experience
1-3 years experience as a PS consultant/engineer, solution consultant. Familiar with the PS world, has good technical knowledge and experience working with customers.
Behaviors
- 1-2 similar previous positions
- Previous experience working with large customers and product implementation projects
- Previous experience working in SaaS companies
- Knows basic coding; has experience in scoping, and delivery
Senior Professional Services Consultant/Engineer
Professional Path
Manages and owns the full responsibility of the PS lifecycle from discovery to execution of all types of PS deliveries, while focusing on large Enterprise projects. Responsible for working and collaborating with our partners and SIs on PS projects while building and maintaining relationships with our service partners. Plays a key role in onboarding, training and guiding other team members. Works with internal stakeholders on shaping and improving internal processes and workflows.
Internal impact and collaboration
Works closely with the client-facing teams, product, and R&D. Responsible for onboarding, training and guiding other team members. Demonstrates the monday.com culture in their day-to-day interactions with other peers and stakeholders in the company.
Behaviors
- Works closely with the Consulting and Channel Partners teams on their Enterprise and strategic deals to help enable them using PS
- Works with internal stakeholders on shaping and improving internal processes and workflows
- Works with product and R&D on complex solutions, FRs, and ongoing collaboration
- Acts as a professional mentor for other team members
Complexity
Works mainly on large Enterprise and high complexity projects. Trains and onboards new partners on PS best practices and works with them on PS deliveries.
Behaviors
- Leads high complexity implementations from qualification, scoping, SOW, and execution (internally/with partner)
- Responsible for Consulting and guiding our partners regarding project structure, technical implementation, and solution design for projects of high complexity
- Enables and trains partners on PS best practices and methodologies
- Works with our GSIs CoEs on complex and strategic implementations
- Acts as a product SME with deep technical knowledge, specializing in monday.com’s Apps and API
Autonomy
Owns and leads large Enterprise and complex PS opportunities and deliveries, end-to-end. Responsible for the entire PS delivery life cycle. Owns relationships with strategic partners.
Behaviors
- Leads the entire PS life cycle from the presales stage to delivery, including scoping, planning, execution and commercials
- Maintains and develops strong relationships with solution and service partners in the region
- Responsible for the partner/internal execution of the project based on the planned project timelines and costs
External relationships and impact
Builds and maintains strong relationships with our solution and service partners while working with them on specific deals and PS engagements. workS with our partners on PS training and enablement.
Behaviors
- Conducts weekly and ongoing meetings with our strategic partners on specific deals they are involved in
- Conducts discovery and initial scoping sessions with strategic accounts to map their needs
- Trains and enables new partners in the ecosystem
- Trains and enables GSIs CoEs, while building and maintaining strong relationships and working on PS deliveries
Knowledge
Has an extensive understanding of the PS world. Works on complex engagements internally and with partners.
Behaviors
- Has experience in leading delivery cycles including scoping & discovery, solution design and SOW assemblement
- Knows the product architecture, APIs, and platform best practices
- Knows how to plan the delivery and cycle management of complex product implementations, while communicating with customers/partners and other stakeholders
- Builds and maintains strong relationships with service and delivery partners to support monday.com’s partners delivery arm
Typical experience
3-5 years experience as a PS consultant/engineer, solution consultant. Familiar with the PS world, has good technical knowledge and experience working with customers.
Behaviors
- 2-3 similar previous positions
- Previous experience working with large customers and product implementation projects
- Previous experience working in SaaS companies
- Previous experience working with partners on PS deliveries while maintaining strong relationships with them
- Previous experience in scoping, SOW assemblement and delivery
Professional Services Lead/ Technical Professional Services Lead
Professional Path
Professional Services expert, with a deep consulting / technical knowledge. Leads monday.com’s global initiatives in that area while contributing to the whole organization with direct impact on the team’s KPIs. Acts as a consultant at the company level on a specific field as well as contributing to large and strategic accounts and partnerships. Responsible for building, structuring, and maintaining the infrastructure, methodologies and best practices of monday.com’s PS practice
Internal impact and collaboration
Acts as the “go-to person” in the Technical/Consulting domain. Coordinates and supervises the activities of peer experts from these groups. Leads various activities and motivates the team to succeed while supporting the team’s management. Demonstrates the monday.com culture in their day-to-day interactions with other peers and stakeholders in the company.
Behaviors
- Sees the “biggest picture” of the group and concentrating knowledge and best practices in a specific area of expertise to support the team’s goals and KPIs
- Fosters personal relationships with peers from the partner’s group, members of other teams in the company and with partners
- Leads retro sessions and implements recommendations on the domain’s activities and strategy
- Holds the team’s most complex partnerships\activities and mentors others on a daily basis
Complexity
Acts as the go-to person in the company for any subject matter related to PS practices and the monday.com product. Responsible for building, shaping, and maintaining best practices and methodologies in the area of expertise.
Behaviors
- Has deep product and technical knowledge
- Knows how to build and structure PS methodologies for in-house and partners development
- Has deep consulting and business knowledge, and the ability to build long-term rollout plans for complex large product implementations
Autonomy
Handles challenges well, both technical and business-related. Being the partner ambassador when working with the Product and R&D teams. Consults with their manager to ensure alignment of activities with the team’s vision and strategy.
Behaviors
- Defines a partnership’s long and short-term goals, as well as joint GTM and KPIs
- Responsible for building the practice and expertise within a specific domain and acts as the go-to person for any related issue
External relationships and impact
Evangelizes monday.com as the leading partner PS practice in the SaaS industry, mainly for CP and GSIs, to execute high scale PS deliveries.
Behaviors
- Working with strategic service partners to build and structure their PS methodologies and practice to handle large scale deliveries
- Acts as a technical/product consultant to support and enable large and strategic deals throughout the different phases of the sale cycle
Knowledge
Masters both the technical and business aspects of their domain, and builds successful partnerships and methodologies to support the group goals, mission, and KPIs.
Behaviors
- Has deep product and technical knowledge, specifically in monday.com’s API and apps framework
- Has deep consulting and implementation knowledge for large and complex use-cases
- Has a deep coding experience on the monday.com platform (for the technical expert role)
- Has a good understanding of the different partnership and services models internally and with partners
Typical experience
Minimum 5 years as a professional services consultant/lead with experience in solution consulting or as a technical project manager.
Behaviors
- At least 2 previous roles as a PS lead or a relevant domain expertise
- Has experience in both internal PS delivery and through partners
Professional Services Team Lead
Professional Path
Manages and builds a team of PS consultants/engineers with primary responsibility for the strategy, planning, and execution of team KPIs to support and enable deals, while maximizing the value customers get from the platform. Responsible for building the team’s pipeline, execution from pre-sales to delivery, and assuring a successful delivery while building and maintaining strong relationships with our solution and service partners in the specific region/expertise.
Internal impact and collaboration
Works closely with the Consulting, CSG, and Partners team leads on improving processes and collaboration between the teams. Works closely with the legal and finance teams on streamlining deals and their commercial aspects. Culture influencer, accountable for the culture in their domain.
Behaviors
- Works with client-facing team leads on strategic deals and projects to enable deals and revenue growth
- Works with the Partners group leadership on internal collaborations and relationships
- Trains, guides and mentors the team to meet their KPIs and assuring successful execution
Complexity
Accountable for the performance and results of the team in a specific region, or domain. Builds and manages a team of PS Consultants or Engineers. Responsible for defining the team’s strategy and KPIs and ensuring a high-quality, successful execution.
Behaviors
- Builds and leads a team of PS consultants or engineers while mentoring and guiding them to meet their KPIs
- Works with team members on building and managing their pipelines, as well as on strategic deals from the pre-sales stage to a successful delivery
- Builds and maintains relationships with solution and service partners in a specific region/area of expertise, and ensures the strategy and KPIs are met
- Leads legal and commercial discussions for the team’s PS projects
- Leads strategic product implementations from qualification, scoping, SOW, and execution (internally/with partner). Responsible for SoW approval of the team
Autonomy
Owns and is responsible for the entire delivery cycle in the team of consultants/engineers, either in-house or through partners. Responsible for a high-quality delivery within the team and with the partners in the region/domain.
Behaviors
- Works with team members on building and managing their pipelines, as well as on strategic deals from the pre-sales stage to a successful delivery
- Builds and maintains strong relationships with solution partners in the specific region/domain and ensures that the strategy and KPIs are met
- Responsible for creating the entire team’s strategy and its execution
- Tracks and monitors the data of the team’s different activities
External relationships and impact
Responsible for enabling and maintaining strong relationships with service partners in different regions and with specific expertise. Responsible for their growth and assuring high-quality delivery.
Behaviors
- Responsible for the service partners’ enablement on both angles – technical and non-technical
- Maintaining a strong relationships with our service partners while conducting weekly catch-ups for projects and deals review
- Accompany our strategic partners throughout the entire PS cycle to ensure high-quality delivery
- Works with the customer stakeholders on internal deliveries to ensure successful implementation
Knowledge
N/A
Typical experience
At least 4 years and above of professional experience.
Behaviors
- 2 roles as a PS Consultant/Engineer or team lead
- Experience working with service and solution partners
Professional Services Director
Professional Path
Manages and builds a team of PS consultants, engineers, team leads, and leads. Has full responsibility and ownership of building the strategy, planning, and execution of PS teams, and ensuring they are meeting their KPIs. Responsible for the monday.com delivery through partners while building and growing the monday.com service partners program portfolio from enablement, segmentation, delivery, and growth, while ensuring strong relationships and quality. Leads the monday.com PS delivery arm and practices through partners. Responsible for the group operational aspect including P&L, legal, finance, team structure, hiring, growth and development for the entire group.
Internal impact and collaboration
Works closely with the client-facing teams and execs in different regions/expertise on cross teams alignment, collaboration, projects and initiatives. Leads and defines the group’s strategy and KPIs to support monday.com primary delivery arm. Culture influencer, accountable for the culture in their domain.
Behaviors
- Creates the team’s strategy and KPIs while assuring the group meets their KPIs
- Defines the vision & mission statement of the group and helps them focus and stay on a winning track
- Works with the company execs on rules of engagements, collaboration and alignment to support mutual KPIs
- Drives impact through team building – Hiring, planning, setting goals, team development, creating team culture etc
Complexity
High managerial complexity. Accountable for the performance and results of all regions and domains. Creates the overall strategy and KPIs of the group. Responsible for the entire delivery through partners and in-house.
Behaviors
- Manages the team leads and vertical/domain leads, and ensures they’re meeting their KPIs
- Responsible for defining the strategy and execution of the solution partners program, as well as the strategy and KPIs for our service and solution partners’ strategic partnerships
- Leads and defines the group’s vision, KPIs and strategy and ensures a high-quality successful execution
- Responsible for high-quality delivery across the entire organization
- Works closely with the Legal, Finance and Operations teams on different PS aspects, to support the group activities and KPIs
- Responsible for the group and teams’ structure, HC, growth & development, and P&L
Autonomy
Owners the entire delivery in the group, internally and through partners. Leads and defines the PS best practices and methodologies internally and to our partner’s ecosystem, including the solution partners. Responsible for the entire operational aspects of the group in order to support the group’s KPIs.
Behaviors
- Defines the group’s vision, strategy and KPIs
- Owns the group activities, projects execution and delivery, either internally and through partners
- Acts as the go-to person for every PS related issue
- Defines and structures the PS practice and methodologies both internally and with partners
External relationships and impact
Defines the overall service partners’ strategy, vision, and execution. Responsible for the global service partners portfolio from enablement, delivery, and growth, while ensuring strong relationships and quality.Â
Behaviors
- Identifies and recruits new service partners in the market to support our service partners program and overall monday.com delivery at scale
- Responsible to align our service partners portfolio and segments to the monday.com business and vision
- Works with the strategic partner’s execs and GSIs leadership, defines mutual KPIs, while maintaining a strong relationship with the partners to grow and scale their PS practice
Knowledge
N/A
Typical experience
At least 6 years and above of professional experience.
Behaviors
- At least 2 roles as a PS team lead or managerial positions
- Experience working on legal and financial aspects of PS
- Experience in both internal PS delivery and through partners