Engagement Manager – Professional Services
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Job Description
Engagement Manager leading a team of Integration Consultants at Omatic Software. Driving customer success and overseeing onboarding processes in a nonprofit-focused environment.
Responsibilities:
- Lead, mentor, and coach a team of five Integration Consultants to deliver exceptional customer outcomes
- Hire, train, and professionally grow top talent
- Conduct performance reviews, set goals, and empower consultants to own their growth
- Foster a culture of accountability, curiosity, and continuous improvement
- Oversee all Integration Consultant activities and escalation management
- Drive the Professional Services team to meet and exceed customer onboarding metrics
- Serve as a trusted advisor and escalation point for customers seeking best practices on Omatic products and services
- Manage customer escalations with urgency, empathy, and resolution focus
- Identify creative technical solutions to complex data and integration challenges
- Continuously experiment and improve delivery processes and documentation
- Accurately track and report project hours, notes, utilization, and status within internal systems
- Provide pre-sales support including scoping, scope delivery, and solution design
- Assist the Omatic Sales team in positioning and selling onboarding services
- Conduct internal software trainings on tools your team utilizes day-to-day
- Engage in ongoing professional development to stay current on industry trends
Requirements:
- Demonstrated success leading or managing a professional services, consulting, or customer-facing team
- Strong project management skills. Scheduling, task management, and juggling multiple initiatives simultaneously
- Excellent written and verbal communication skills; ability to translate technical concepts for varied audiences
- Proven ability to build collaborative relationships across internal teams and with external customers
- Superior time management and organizational skills with exceptional attention to detail
- Technical aptitude and comfort navigating SaaS platforms and integration tools
- Ability to thrive in a fast-paced, team-oriented environment and adapt to changing priorities
- Self-motivated learner who proactively advances their product and industry knowledge
- Expertise on Omatic products and remain well-versed on product features and functionality (Preferred)
- Experience working with or supporting nonprofit organizations (Preferred)
- Familiarity with nonprofit systems such as email marketing, peer-to-peer fundraising, online donations, events management, or alumni/membership management platforms (Preferred)
- Proficiency with project management tools as well as Salesforce such as Monday.com or similar (Preferred)
- Experience leveraging AI tools (e.g., Claude, ChatGPT) to improve personal and team productivity (Preferred)
- Background in data migration, systems integration, or CRM administration (Preferred)
- 5-7 years of experience
Benefits:
- Competitive compensation, benefits, and flexible work environment
- Professional development opportunities
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