Smartsheet Project Lead

We are seeking an experienced Smartsheet Project Lead to drive a focused initiative to modernize, optimize, and govern an existing Smartsheet ecosystem. This role requires a hands-on Smartsheet expert who will be accountable for enhancing reporting, improving automation, strengthening data models, and enabling stakeholders—ensuring the environment is scalable, reliable, auditable, and easy to maintain.

Key Responsibilities:
• Assess the current Smartsheet environment including sheets, reports, dashboards, WorkApps, automations, permissions, data flows, naming standards, and archiving practices
• Identify pain points such as duplicated data sources, manual reconciliations, fragile formulas, and inconsistent intake processes
• Redesign and standardize operational, tactical, and executive dashboards with clear KPI visibility
• Optimize workflows and automations (alerts, reminders, approvals, update requests) to reduce manual effort
• Improve data models, refactor complex formulas, and implement data quality controls
• Define and enforce governance standards including access controls, naming conventions, documentation, and lifecycle management
• Conduct stakeholder workshops, prepare solution documentation, and train internal users/admins

Required Qualifications:
• 3–5 years of hands-on Smartsheet experience supporting complex reporting solutions
• Strong expertise in dashboards, reports, automations, and cross-sheet reporting
• Solid data modeling, transformation, and quality control skills
• Experience working in governed enterprise environments
• Strong communication and stakeholder management skills

Preferred Qualifications:
• Smartsheet certifications or admin-level experience
• Experience optimizing existing (non-greenfield) Smartsheet environments
• PMO or portfolio reporting exposure
• Experience with integrations and repeatable intake workflows