Engagement Manager

The Engagement Manager (EM) plays a pivotal role in managing and delivering professional services engagements, acting as the liaison between the services and sales organizations. With a 70% focus on project management, the EM ensures seamless execution of customer projects while maintaining clear communication and alignment with internal stakeholders. Additionally, the role retains all core responsibilities of an Engagement Manager, ensuring a balanced approach between project oversight and broader engagement management functions.

Key Responsibilities

1. Project Management & Services Engagement Oversight

• Utilize project management methodologies to plan, execute, and monitor services engagements effectively.
• Oversee project progress, ensuring timely, within scope, and budget-conscious delivery of services.
• Develop and manage project timelines, resource allocation, and key deliverables to optimize execution.
• Proactively identify and mitigate risks, ensuring smooth project execution and stakeholder satisfaction.
• Regularly communicate with internal and external stakeholders, providing updates, managing expectations, and addressing concerns.
• Drive continuous improvement by gathering feedback and integrating lessons learned into future projects.

2. Services Bookings & Revenue Forecasting

• Develop and maintain accurate forecasts for service bookings to support business planning.
• Monitor trends and provide insights to optimize resource allocation and planning.
• Predict and track revenue generation from delivered services, ensuring financial performance aligns with forecasts.

3. Services Scoping & Customer Alignment

• Define and document the scope of services engagements, ensuring clarity and feasibility.
• Align service offerings with customer needs and organizational capabilities to maximize value delivery.
• Act as the key services point of contact for the sales team, providing clear and timely updates.
• Support the sales-to-services handover process, ensuring smooth transitions and alignment.

4. Operational & Administrative Responsibilities

• Manage Kimble engagement assignments to ensure accurate and efficient resource allocation.
• Approve Salesforce quotes for services engagements, ensuring accuracy and compliance.
• Validate the handover from Solution Consultants to the Professional Services team, ensuring a structured transition.
• Proactively raise red flags and address potential risks that may impact project delivery.

Desired Candidate Profile

Qualifications

The successful candidate will have strong project management expertise and the ability to coordinate multiple stakeholders across different teams. They should demonstrate excellent organizational and communication skills and possess a collaborative mindset to work effectively in a cross-functional environment. Experience in services management, project planning, and customer-focused delivery is essential.

Tools & Resources

This role will leverage Kimble and Salesforce for operational management and project tracking. Training and support will be provided to ensure efficient use of these tools.