Senior Engagement Manager
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Job Description
Engagement Manager guiding customer onboarding efforts for our innovative Clutch platform. Managing multiple projects to ensure client success and satisfaction within the Credit Union sector.
Responsibilities:
- Drive the Onboarding efforts of new and existing customers by understanding business objectives and partnering with the project team to prescribe best practice recommendations in order to achieve those goals.
- Develop detailed project plan schedules and work breakdown structures to ensure project team accountability for milestone dates and work quality.
- Create comprehensive weekly status reports and communication plans to executive sponsors and internal/external project teams.
- Proactively identify implementation risks and mitigate them effectively and efficiently.
- Quickly establish/nurture rapport and a positive relationship with customer stakeholders.
- Execute implementation projects while partnering closely with our clients’ Executive-level project sponsors.
- Deliver on these engagements which includes driving milestone meetings (onsite and virtual), customizing and developing new project artifacts and ensuring high levels of impact and client satisfaction with the services rendered.
- Track detailed scope of engagement and when applicable work with the customer to estimate scope change/additions and execute change order(s).
- Develop and maintain a deep understanding of Credit Unions to be a trusted thought leader and advisor with your customers.
- Coach and mentor project team members to facilitate improved teamwork both internally and with the client.
- Participate in establishing practices, templates, policies, tools, and partnerships to expand and mature the capabilities of the team.
- Help us design methodologies, templates, and collateral to deliver new Clutch products effectively.
Requirements:
- Excellent communication skills, both written and verbal. Comfortable leading meetings with customers in English.
- Ability to identify and clearly communicate pragmatic solutions to complex integration problems.
- Superior time management skills to manage multiple external customers simultaneously.
- A passion for working with people, paired with excellent communication skills; you can explain a complex technical issue in such a way that most people could understand.
- In-depth knowledge and experience with successfully managing enterprise software application implementations with waterfall and agile methodologies.
- Skill set to understand and document business requirements as well provide prescriptive recommendations by actively listening and asking probing questions.
- Experience with spearheading initiatives with cross-functional teams on a number of concurrent engagements.
- Record of professional achievements with a track record of delighted, successful, and satisfied customers.
- Executive presence and confidence in communicating with technical, business, and VP & C-level stakeholders.
- Ability to create structure in ambiguous situations and design effective processes.
Benefits:
- Remote Flexibility: Enjoy the freedom of remote work from anywhere, balancing life and career seamlessly.
- Unforgettable Off-Sites: Twice a year, bond with colleagues in exciting destinations, fostering teamwork and fresh ideas.
- Paid Time Off and National Holidays: Enjoy 20 PTO days yearly and the National Holidays for relaxation and rejuvenation.
- Stock Options: Joining us means having a stake in our success, so you'll receive stock options as part of your compensation package.
- Home Office Setup: Create your ideal workspace with a dedicated budget for home office essentials.
- Work Trip Budget: Grow personally and professionally with a budget for work-related trips and co-working.
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