Engagement Manager Job Description template and pdf with duties [2024]

Job summary 1

We are currently seeking an Engagement Manager to lead the sale and delivery of Management Consulting for large, complex organizations. The Engagement Manager drives material business cases that generate significant, transformational work. This requires building strong relationships with customers by understanding their needs, helping to shape their technology and business solutions, and bringing the best of WWT to address their most critical business issues. This role also requires continuous functional and industry specialization growth in Big Data and Cloud.

Duties & Responsibilities 1

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Engagement managers work as part of a core team serving the Company's customers, including the CTO/CIO Advisors, Enterprise Architects, Managing Directors, and Account Managers. They are responsible for Project Ownership and End Products and contribute to the analysis, design, and implementation of business performance to ensure positive impact and sustainable results.
Own the problem statement for the customers as leader of the day-to-day services delivery
Engagement managers also own the documentation and organization responsibilities around complex projects, delivering strong analytical, quantitative, and conceptual thinking skills and effective interpersonal and communication skills to ensure successful client projects & team performance
Actively pursue business opportunities at large, complex customers
- Foster a culture of Entrepreneurship
- Manage and develop junior consulting teams
- Lead marketing efforts in the region to new/existing customers, including writing white papers, attending and presenting at conferences

Requirements & Skills 1

Job summary 2

We’re hiring a self-motivated Engagement Manager to manage a portfolio of projects that include resources from our customers and operations teams. She or he will coordinate all project planning, execution, issue resolution, and overall governance. Overall, the successful candidate will work with all teams to ensure the Company solution enables the customer’s business objectives.

Duties & Responsibilities 2

Plan projects around Company’s solutions and delivery method, structured to ensure that the solution enables the desired business outcomes.
Coordinate all aspects of planning, staffing, communication, issue resolution, governance, and project success criteria.
- Facilitate the collaboration of various departments when technical, data, execution, scope, etc. issues arise.
- Manage a portfolio of initiatives or enhancements
- Ensure objectives, scope, cost, quality, and timing are kept in balance, progressing, and converging to the desired outcome.

Requirements & Skills 2

Bachelor’s degree in a technical field will enable a candidate to be very successful. Other degrees can be applicable but would need to be supplemented by significant experience.
2 to 5 years overall experience, 1+ years of managing large projects that require coordination of multiple project threads and resource types.
- Project experience where data from multiple sources is at the center of the solution. Integration, big data, and analytics types of projects will be a plus.
- Loving data will make every day exciting in this role.
- Experience in communicating with and coordinating multiple levels of management, technical and process experts and delivery personnel is a must.

Job summary 3

An Engagement Manager is a member of the Team who is directly responsible for supporting and coaching customers. The Engagement Manager is someone who can listen intently to customer needs, communicate clearly with both internal and external stakeholders to ensure seamless delivery of products, and effectively use customer needs and feedback to drive product improvement and innovation. The Engagement manager ensures that our customers leverage those products to meet their goals as a business and to provide a secure and outstanding customer experience for their customer base.

Duties & Responsibilities 3

Requirements & Skills 3

Excellent listener
Strong interpersonal and communication skills, written, verbal, and communication
Positive attitude and drive to solve tough problems
Experience with account management
Experience with reporting customer health to executive management
- Familiarity with BI tools and reporting
- Ability to manage revenue, increase billable utilization, reduce and control expenses
- Results-oriented mindset

Job summary 4

We are seeking an Engagement Manager to serve as a high energy trusted partner to our clients. Passionate about solving problems, building relationships, realizing value, and driving projects to completion, the Engagement Manager is an integral part of the Cask Delivery Team. The Engagement Manager will work with both internal and external stakeholders to Establish, Align, Deliver, and Sustain client relationships, client programs, and projects.

Duties & Responsibilities 4

Work with stakeholders to identify engagement outcomes to bring qualitative and quantitative client results.
Lean into opportunities to create new value through understanding client’s business and their current and future state needs; generate excitement about their roadmap and path toward the future
Create a backlog of future opportunities for the client.
- Act as the direct link between the Client and Company during project and program execution. Communicate early and often with the client, professionally using the appropriate medium.
- Identify key stakeholders within the client’s business and create a broad set of relationships.
- Provide guidance and thought leadership to various stakeholders within the customer organization.

Requirements & Skills 4

Job summary 5

As an Engagement Manager you are responsible for understanding and positioning solutions that drive long-term success for our enterprise customers across all segments. You will be responsible for scoping, proposing, and contracting the Company's services that will accelerate enterprise-wide deployment and adoption of our products and collaboration with account teams. As a key individual contributor, you will be aligned with our specialist team and may act as the primary point of contact for high-level concerns through various launch and deployment activities. You are also responsible for contract execution of engagement change orders and follow-on success solutions that may be required as our customer's needs evolve in their partnership with the Company.

Duties & Responsibilities 5

Align, engage and develop trusted partnerships with account teams across assigned enterprise customer segments
Conduct detailed discovery meetings, collect requirements, and gain a mutual understanding of customers' needs followed by positioning ideal customer success solutions to resolve these needs
Facilitate contracting and negotiation activities for paid success solutions including authoring of proposals, contracts, and/or statements of work in close collaboration with our cross-functional business operations, accounting, revenue recognition, and legal teams
- Collaborate with internal business development and alliances teams to further align on partner-led solutions to support enterprise customer needs
- Drive pre-sales execution to meet and exceed identified services revenue and customer success targets
- Responsibly focus on workflows between pre-sales contracting and resourcing/delivery team kick-off activities

Requirements & Skills 5

You have 8+ years of relevant engagement management experience
You have developed excellent consultative, communication, and presentation skills
You demonstrate business development & sales experience (ideally in a customer success environment)
Your experience has been in an enterprise solution sales environment and you have collaborated with account executives in the development and closure of sales opportunities
You are a highly motivated, dedicated, team player with creative ideas to inspire customer loyalty and adoption
- You have strong social skills and experience building strong internal and external relationships
- You have a successful track record of highly-professional customer service in a dynamic, start-up environment
- Bachelor’s Degree

Job summary 6

The Engagement Manager plays a critical role in setting customers up for Success by prescriptively shaping and then leading the execution of large and transformational engagements at our most strategic customers. The Engagement Manager serves as a trusted advisor to customers, providing guidance to Sales & Professional Services teams, ensuring synergies across each customer’s projects, and ensuring the highest levels of customer satisfaction. Partnered with an Account Partner (Services Salesperson), the Engagement Manager leads both pre and post-sales activities, acting as the Delivery expert across the portfolio of products and engaging other SMEs across the organization to develop and articulate comprehensive implementation proposals. The Engagement Manager will then maintain the executive relationships and act as an escalation point within these engagements in a billable capacity, ensuring tight stakeholder alignment, and offering proactive and prescriptive advice resulting in outstanding Customer Success.

Duties & Responsibilities 6

Leading the development of client-specific proposals, staffing plans, engaging with SMEs across the organization to gain consensus on an acceptable proposal
Aligning closely with Account and Services Sales teams to own pre-sales activities such as scoping, SOW development, and project staffing
Provide the Professional Services team with Subject Matter Expertise related to the proposed solution and client needs to ensure successful project delivery
Where appropriate and required for Customer Success, providing direct oversight to the project team during the full lifecycle of the engagement, acting as the escalation point for both the customer and Salesforce delivery teams
- Ensure that engagements conclude with fully satisfied clients that are willing to be referenced for new potential clients
- Manage multiple strategic clients simultaneously
- Proactively mitigate and manage critical escalations and at-risk accounts; communicate effectively and appropriately with internal and external leaders and executives

Requirements & Skills 6

Job summary 7

The Engagement Manager will champion high-priority projects as a member of our Operations team. This role will be responsible for key business priorities that help amplify the growth of our business, share best practices, and implement operational improvements. Engagement Managers will also work closely with our partners to assist, guide, and ensure they are set up to succeed. The ideal candidate for this role should have a “doer” attitude, strong strategic skills, excellent time-management and organizational habits, and the ability to communicate and present information to seek buy-in.

Duties & Responsibilities 7

Work closely with other members of the team to drive the vision and execution of world-class operations within your cities
Build relationships with and provide coaching to our Managers to optimize their performance. Look around corners to ensure the long-term success of their and the Company’s businesses, as well as the success of all of our cities and customers.
- Handle difficult personalities or topics of conversation with poise
- Measure the impact and efficiency of existing processes within Operations while identifying new ways to create value for the business. Scale best practices that are incubated from test to global implementation.
- Actively monitor market health and report on performance for your cities

Requirements & Skills 7

Minimum 2-3 years of experience
Ability to handle multiple priorities under tight deadlines, with a track record of delivering results and a “get it done” attitude. Strong ability to multitask, handle fire drills, and work in ambiguity.
Proven ability to build relationships with internal and external stakeholders. Strong follow-up and communication skills are keys to success here!
High EQ, with a bias toward empathy
- Analytical skills and a bias towards using data to make decisions. You should be able to identify and analyze trends and determine the next steps.
- Willingness to get your hands dirty and lead by example
- Strong Excel (or any equivalent, e.g., Google Sheets) / Powerpoint skills

Job summary 8

As an Engagement Manager, you will play a pivotal part in Company's mission. You are excited to make an impact and enjoy working with customers on projects by defining customer requirements and translating them into solutions. You are responsible for all aspects of project delivery and management. As part of our Professional Services team, you will help guide the company in pursuit of creating a world-class professional services practice.

Duties & Responsibilities 8

Requirements & Skills 8

2+ years of experience in hands-on delivery in a SaaS environment.
Strong project management experience with excellent organization skills and attention to detail.
Ability to lead cross-functional teams and deliver projects on schedule and budget.
- Excellent written, verbal, and presentation skills with the ability to effectively explain concepts to both technical and non-technical audiences.
- Expertise in establishing project governance and maintaining peer relationships with customer executives.
- Capability to deal with ambiguity, uncertainty, and the ability to shift gears gracefully.

Job summary 9

We seek an Engagement Manager to join our growing team. The Engagement Manager will serve as a key position, with responsibility for client implementations, conversions, de-implementations, and upgrades. This role is responsible for resource management, budget, development of project plans, liaising with the business, and all aspects of the client-facing implementation. The successful candidate will work closely with their project team, all functional leaders, the Executive Leadership Team, various Subject Matter Experts, and the local operations to oversee the implementations. Functions will include responsibility for client interactions and coordinating at the strategic and tactical levels with other vital functions of the organization to ensure a smooth and on-time implementation.

Duties & Responsibilities 9

Requirements & Skills 9

Job summary 10

The Engagement Manager is responsible to build positive relationships with clients. You’ll be the assigned clients’ first point of contact, ensuring that our customers remain satisfied with our services. To succeed in this role, you’ll need to communicate well and multi-task under tight deadlines. Experience in sales and customer service is an asset in this position. Your goal will be to ensure that our relationships with customers are strong, profitable, and enduring.

Duties & Responsibilities 10

Requirements & Skills 10

Project management experience
Experience in education, sales, and/or customer service is a plus
Proficient in MS Office and CRM/project management software
Strong organizational and multitasking skills
Customer-oriented approach
Excellent verbal and written communication abilities
- Sharp business acumen
- Problem-solving aptitude
- BS/BA in Business or similar field

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