Responsibilities:
Key Responsibilities
Monday.com Implementation & Configuration
• Design, configure, and deploy end-to-end monday.com solutions tailored to client business processes
• Create and manage boards, dashboards, workspaces, permissions, and views
• Develop advanced custom automations within monday.com to improve efficiency and accuracy
Workflow & Automation Development
• Design and optimize complex workflows using monday.com, Make.com, and Zapier
• Build and maintain integrations between monday.com and third-party applications
• Automate data transfer, document management, and task tracking processes
Business Analysis & Requirement Gathering
• Conduct detailed requirement-gathering sessions with clients and stakeholders
• Translate business needs into functional and technical workflow designs
• Perform business process analysis and recommend process improvements
Project & Client Management
• Lead implementation projects from discovery through deployment
• Communicate regularly with clients to provide updates, resolve issues, and manage expectations
• Support sales and customer success teams during evaluations, demos, and technical discussions
Data & Document Management
• Handle data migration, file transfers, and structured data organization
• Design document workflows including approvals, storage, and version control
Optimization & Support
• Identify workflow gaps and optimize existing monday.com setups
• Provide troubleshooting, enhancements, and post-implementation support
• Guide clients on best practices, upgrades, and solution scalability
Requirements
Required Skills & Tools
• Strong expertise in monday.com configuration and automation
• Hands-on experience with Make.com and Zapier integrations
• Advanced workflow design and optimization skills
• Business process analysis and process development experience
• Data handling, reporting, and document management knowledge
• Excellent communication and client-facing skills
Preferred Qualifications
• Experience working as a monday.com Implementation Consultant or similar role
• Background in operations, process development, or supply chain management
• Ability to work independently and manage multiple projects simultaneously
Wondering who we are and what we do?
No bragging, but we are the first HubSpot Diamond Partner agency in India and SEA and the only HubSpot Advanced Implementation Certified Partner across APAC.
You may want to start by understanding why we do what we do.
Startups and enterprises have one major problem while running their businesses -- utilizing their people (not resources) for more important tasks instead of redundant ones. What if repetitive chores are automated so that people can focus better on other tasks? This is exactly what we help businesses with.
TransFunnel Consulting is an advanced MarTech solutions company that enables business growth for clients by providing end to end marketing automation, web designing, design consultancy, inbound marketing services. Our own products -- Feedback Taken, a complete survey tool; HRMS, an efficient Human Resource Management System; assets and apps for HubSpotMarketplace -- are developed to make functioning easier for businesses.
We use marketing automation tools like HubSpot, Salesforce, Marketo, Fresh works to streamline and align clients’ sales and marketing processes, leverage customized marketing automation strategies and intelligent people insights to up their marketing efforts in the right way.
To add to this, we love all things organic and that's why we solve pain points for businesses using inbound marketing solutions as well. These solutions range from content marketing, SEO and social media strategies to paid ad campaigns and ABM and drip campaigns, all of which help grow businesses organically.
We are looking for a resilient, empathic business development executive to contribute to the growth of our company. Business development executives are responsible for finding and retaining clients, encouraging extant clients to purchase added products or features.
Culture alert: For TransFunnel, culture plays a major role. We believe in the power of ONE. We know that company culture can make or break your work experience and so we have a team that puts the human connect before anything else. Whether we work from office, home or anywhere -- we keep the connection going with plenty of fun activities. Also, we have a flat hierarchy. Hit apply if you think exploring this role would be work with fun!
