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.
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
Trackmind Hyderabad, Telangana, IND Office
SY No. 64, Plot No. 14/1, Huda Techno Enclave, Madhapur, HITEC City, KSR Pride, , Hyderabad, Telangana , India, 500081
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