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
collaboration, taking on new challenges,
and "failing forward" together in this dynamic environment.
Please note this is a hybrid role in our New York City office.
About the role:As a Technical CSM, you'll go beyond just managing accounts, and become the architect of digital evolution. You will bridge the gap between business goals and technical execution, acting as a strategic consultant for our most ambitious B2B clients. Your core mission is to move customers beyond "tool adoption" and into "business transformation" by consulting on how to power mission critical workflows with monday.com's AI platform.
- Champion AI-Led Transformation: Act as the primary advisor on how clients can leverage our AI suite to automate manual workflows, generate insights, and scale their internal operations.
- AI Consulting: Develop a deep sense of client trust and problem-solving first through technical aptitude and thorough, in-and-out knowledge of monday's platform, reducing the barrier and uncertainty about how AI can exponentially improve the client's ability to achieve their designated outcomes.
- Strategic Architecture: Empower customers to connect complex business challenges with sophisticated, automated solutions within the platform.
- Drive Organizational Change: Navigate client organizations to uncover high-impact opportunities for digital transformation and AI adoption.
- Data-Driven Growth: Leverage behavioral data and product usage insights to develop communication strategies that drive expansion and technical maturity at scale.
- High-Level Technical Enablement: Lead deep-dive consultations and technical workshops that move beyond "how-to" and focus on "how-to-scale."
- Voice of the Future: Represent the technical voice of the customer to our Product and Engineering teams, influencing the roadmap for AI and integration features.
- Cross-Functional Partnership: Collaborate with Consulting and Product teams to identify upsell and expansion opportunities rooted in technical solutioning.
Requirements:- 3+ years of experience in B2B SaaS Customer Success, Technical Account Management, or Implementation Consulting.
- Technical Literacy: You understand how APIs work, how data flows between systems, and how to troubleshoot integration logic.
- AI Curiosity: A deep interest in the generative AI landscape and a proven ability to translate AI capabilities into tangible business value.
- Change Management DNA: Experience guiding large organizations through software transitions or process overhauls (Transformation Management).
- Executive Presence: Superb communication skills with the ability to establish technical credibility with stakeholders and C-suite executives.
- Analytical Mindset: You enjoy using data to segment business books and identify the next "big win" for your clients.
- Adaptability: A positive, high-energy attitude with the ability to thrive in a fast-paced, evolving technical environment.
- Bonus: Prior experience in strategy consulting or a background in business process mapping.
What monday.com can offer you:- Opportunity to join an innovative, proven company with big ambitions, competitive salary and benefits, bonus potential, and some roles are eligible to take part in the company equity incentive program
- A team that values transparency and collaboration while having fun while we work
- Monthly stipends for food, wellness, and commuter/remote work
- Fully dedicated learning and development team that provides opportunities for employees to grow, gain new skills, master AI tools, and participate in workshops
- Award winning work environment - named a "Best Place to Work" by Built In as well as "Great Place To Work" certified.
- We foster diversity, inclusion, and belonging through our Employee Resource Groups in addition to providing access to resources and education to support our team, facilitate conversations, and encourage understanding
- A global work environment with employees in New York, Tel Aviv, London, Sydney, São Paulo, Tokyo, and more
Visa sponsorship for this role is currently not available.
For New York City-based hires only: compensation is structured as approximately 80% base salary and 20% variable on-target earnings (OTE). The base salary range for this position is: $102,000 - $138,000, with additional OTE potential of $128,000 - $173,000. OTE earnings are tied to individual performance pursuant to company policy. This role may also be eligible for equity awards, giving you the opportunity to share in the company's long-term success. All compensation is subject to standard payroll taxes and withholdings.
