Tuesdays with monday: Managing Support with monday service | Episode 02

Support made simple—streamline requests, empower users, and stay in control

In this episode of Tuesdays with monday, we show how organizations can use monday service to create seamless support experiences—both internally and externally.

Join Purple Plum’s Mark Yaschik and Lauren Jacobson as they explore real-life use cases and practical tips to help your team work smarter.

You’ll learn how to:

💬 Set up a client portal for self-service and centralized access to documents, links, and videos
✅ Manage submission requests with clear ownership and full visibility
📊 Use dashboards to track ticket volume, prioritize issues, and spot trends
🛠️ Customize your ticketing system for internal teams or external customers
📥 Leverage dashboard templates for instant insights
🤖 Unlock a bonus tip on using AI automation to make support even smarter

Whether you’re running IT, handling customer support, or managing internal service requests—this session is full of practical examples and live demos to inspire your next move.

📩 Want help building your own service workflows on monday.com? Get in touch with our team to learn more.

Ready to dive in or curious to learn more?

We’re here to help you maximize your monday.com investment.

Explore our packages and choose the solution that works for you. If you’d like to discuss your options, get in touch to set up a meeting.

Accounting

Full-Time

Part-Time

Remote

Full job description

Introduction

Do any of the following apply to you? This position may be exactly what you are looking for in order to grow your career and work with monday.com, one of the world’s fastest-growing SaaS platforms.

You excel in identifying new sales opportunities, and then executing on a strategy to convert them into satisfied customers
You are a hunter! You are energized by the challenge of finding prospects for whatever you are selling
You understand people and have a knack for intuiting the needs of others
You know how to sell value and can quickly understand the needs and pain points of prospective customers
You appreciate the interwoven nature of business process and technology
You have a passion for emerging technology and how it can be used across industries and business practices
You are interested in working for a rapidly growing monday.com channel partner

Background & Position Summary

The Account Executive will focus on building out a robust sales funnel for the sale of monday.com subscriptions and professional services and managing each prospect from lead to closure. This position will allow for significant autonomy and creativity in defining, and then executing a sales strategy, as well as the ability to drive go-to-market offerings and pricing and will be more heavily weighted towards “hunting” (identifying new leads) vs “farming” (cultivating existing leads).

How will you be Supported in this Role

You will benefit from the direct support of our president who will work with you collaboratively to ensure that you are on the right path for success
You will have access to top notch training and certifications
You will benefit from existing marketing and lead generation efforts

Responsibilities

Drive identification of new lead sources
Leverage company database platforms to identify prospects
Identify opportunities across social media, personal networks, and beyond
Foster strong relationships with prospects by understanding their solution requirements and existing pain points
Develop collateral to support the sales process
Prepare monday.com demonstrations that enable customer processes and address pain points
Partner closely with the marketing team to develop impactful messaging
Establish innovative partnerships to expand subscription and professional services sales reach
Create an active presence on social media

Requirements

3+ years sales experience
Proven B2B sales experience; SaaS sales experience a strong plus
Driven to enhance business processes and find value
Superb verbal communication skills
Superior writing and editing skills
Ability to create compelling sales presentations
Experience configuring and demonstrating software as part of the sales process
Very strong organization skills and attention to detail
Passion for technology
monday.com experience a strong plus
Developed EQ – able to quickly relate to customers and their challenges

General

Position is remote and can be performed from any city in the US; Atlanta-based would be ideal but not required
Approximately 30-40 hours per week
Pay basis will consist of base plus commission
Competitive compensation, flexible schedule, generous vacation
Open to both part-time and full-time candidates

Solution Consultant

Full-Time

Part-Time

Remote

Full job description

Introduction

Do any of the following apply to you? This position may be exactly what you are looking for in order to grow your career and work with monday.com, one of the world’s fastest-growing SaaS platforms.

You have a passion for technology!
You love the challenge of solving unique problems across multiple industries
You understand people and have a knack for intuiting the needs of others
You enjoy finding creative technical solutions to solve client problems
You have experience managing multiple client projects concurrently
You understand the interwoven nature of business process and technology
You have a passion for emerging technology and how it can be used across industries and business practices
You are interested in working for a growing boutique technology consulting company

Background & Position Summary

Purple Plum Consulting is a gold partner of monday.com – a flexible platform that improves team efficiency and productivity – that is experiencing tremendous growth. We are exclusively focused on selling monday.com software licenses as well as monday.com professional services, including onboarding, training, and implementation. The Solution Consultant role is key to delivering high-quality, customer-centric professional services that ensure that our customers are able to fully harness their investment in the monday.com platform. You will work directly with customers from kick-off meeting through to implementation, ensuring that their requirements are effectively implemented within monday.com – either directly or leveraging integration and development solutions. You will collaborate closely with peers to ensure your knowledge and skills are expanded and will also have the opportunity to coach and mentor others. You will enable customers grow their businesses, and deliver value, through the use of monday.com and well designed processes.

How will you be Supported in this Role

You will benefit from the direct support of our president who will work with you collaboratively to ensure that you are on the right path for success
You will have access to top notch training and certifications
You will benefit from support from peers internally and across the monday.com partner ecosystem

Responsibilities

Ability to quickly understand client business operations, key goals, and current pain points, and how they can be addressed by monday.com
Preparation for, and facilitation of, customer consulting and training sessions
Creation of process and requirements documentation, and general communications, associated with customer consulting and training sessions
Configuration of the monday.com platform including setup of boards, automations, integrations, dashboards and other features
Research and prototyping associated with customer required features and workflows
Testing and validation of monday.com configuration and development
Coordination with Purple Plum Consulting technical partners
Post-implementation support

Requirements

1+ years’ experience working with monday.com – in either an implementation, training or end-user capacity
2+ years’ experience with SaaS products e.g. Asana, Smartsheets, Basecamp and Salesforce.com
1+ years’ experience working with integration tools such as Zapier and Integromat/Make.com
Experience in a customer facing consulting or implementation role
Familiarity with general software development practices
Ability to multi-task, working with several customers in parallel
Superb verbal and written communication skills
Experience across multiple industries
Passion for technology and driven to enhance business processes
Strong Excel proficiency
Developed EQ – able to quickly relate to customers and their challenges

General

Position is remote and can be performed from any city in the US; Atlanta-based would be ideal but not required
Approximately 30-40 hours per week
Competitive compensation, flexible schedule, generous vacation
Open to both part-time and full-time candidates