The Role
Lead modernization and governance of a Smartsheet ecosystem: assess environment, redesign dashboards, optimize automations and data models, enforce governance, run stakeholder workshops, document solutions, and train users.
Summary Generated by Built In
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
Top Skills
Cross-Sheet Reporting
Smartsheet
Smartsheet Automations
Smartsheet Workapps
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The Company
What We Do
We built Trackmind to be the partner we always wished we’d had. We got our start 10 years ago, designing both physical products and software for leading companies. Along the way, we’ve experienced every possible headache that comes with bringing products to market -- hiring agency after agency, constantly taking three steps forward and two steps back. Our services are intended to simplify and accelerate growth for ambitious companies at different stages in their journey
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