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Experienced Consultant

Lucid Day
From $45,000 a year - Full-time



Pulled from the full job description

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off

Full job description Consultant // Lucid Day

Job Mission

The mission of the Consultant role is to coach clients in best practices and help build their system in a way that helps them thrive and be successful.

The ideal candidate has used in a business environment for 2+ years, and has a proven track record of successful project management, web application setup, teaching/support, and strategic training in a business environment.


  • Consultant 10-15 clients per week
  • Achieve 90%+ client happiness with our services
  • Achieve 100% client retention

Key Roles

Service Delivery

  • Coach clients on’s basic and advanced features and best practices
  • Deliver excellent customer service via email, video calls and
  • Work with clients to understand their workflows and eliminate isolation, inefficiencies, redundancies and work silos
  • Configure boards to help support those workflows
  • Use logic to setup helpful workflow automations
  • Configure integrations with other apps
  • Implement useful integrations and automations within and utilize 3rd party integrators such as Zapier and Integromat
  • Assist Sales Director in nurturing existing clients to expand their account, engaging more of their business processes and teams
  • Provide live user training for groups of 2-50
  • Record training videos
  • Complete projects on time
  • Engage in the community


  • Assist with Marketing and Content creation as needed
  • Recommend relevant license upgrades and annual agreements
  • Collaborate with Service Delivery team in creating written training and sales materials, designing demo assets, and refining internal processes

About Lucid Day

We are experts and help teams setup the Work OS to drive collaboration and productivity. Lucid Day is a startup company and is dynamic and changing. We are 100% virtual and leverage all the latest in team collaboration and productivity tools.

This is a startup company. Circumstances will be dynamic and changing quickly. The ideal candidates take initiative and works well on their own.


From $45,000.00 per year


  • 100% paid health insurance for employee and employee's family
  • 100% paid dental insurance for employee and employee's family
  • 100% paid vision insurance for employee and employee's family
  • 401(k)
  • 401(k) matching
  • Life insurance
  • Health savings account, dollar for dollar match up to $3,600/year
  • Paid time off
  • Professional development assistance

Alignment with our core values

  • Caring
  • Accountable
  • Responsive
  • Empathetic
  • Curious
  • Driven

Essential characteristics

  • Proven leader and manager
  • Outgoing, friendly and like meeting new people
  • Comfortable and confident in a fast-paced business and environment
  • Willingness to pivot quickly if an idea is not working
  • Open, honest & vulnerable
  • Confident in use of technology
  • Can-do, help first attitude
  • Love for learning and growth
  • Excellent business professional written and verbal communication
  • Exceptional organizational skills
  • Love for problem solving
  • Love getting things done
  • Emotional intelligence to be able anticipate and respond to the needs of others
  • Attention to detail
  • Ability to identify, focus on, and prioritize critical few initiatives that bring the greatest results and not get distracted
  • Work with limited resources/budget


  • Takes ownership and initiative of the work, can work independently but has a strong sense of team
  • Desires to work in a fast-paced, fast-growing environment
  • Proficient at working from home
  • Demonstrates a strong willingness to independently learn new processes and skills
  • Exhibits critical thinker and problem-solving skills
  • 2+ years of proven experience in similar work
  • Working knowledge of Excel, JSON, webhooks is a plus
  • Experience working a project, event or product management capacity is a plus
  • Excellent oral and written communication skills
  • Bachelor’s degree in business, marketing, IT, computer science, or a related field nice to have but not required
  • Experience in B2B is a plus
  • WordPress
  • GSuite
  • LinkedIn, Facebook, and Twitter

Job Type: Full-time

Pay: From $45,000.00 per year


  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Parental leave
  • Tuition reimbursement
  • Vision insurance


  • Monday to Friday

Application Question(s):

  • If applicable, how have you used in the past? If you haven't had much experience with, can you tell us about other similar work management systems you have used and to what ends?


  • Bachelor's (Preferred)


  • Technical Support: 2 years (Preferred)
  • Customer Service: 2 years (Preferred)
  • Project Management: 2 years (Preferred)
  • 3 years (Required)

Work Location: Remote