Engagement Lead

Socket.dev; New York (NY); Hybrid; USD 180,000 - 280,000; Full time

Benefits offered by this job

Equity compensation

Profit-sharing

Health, dental, and vision coverage

Job summary

Transformworks is seeking an Engagement Lead to own client engagements from discovery to measurable business impact. You will partner with client executives and operators while guiding a team of Forward Deployed AI Engineers, shaping the solution and ensuring tradeoffs are well considered.

You’ll translate ambiguous problems into clear product requirements, manage execution rhythm, test with end users, and identify new AI opportunities to drive value across the client’s business.

Qualifications

• 4+ years in management consulting, product management, or similar operating roles.
• Experience leading complex, high-stakes projects with multiple stakeholders.
• Strong product judgment and ability to identify valuable opportunities.
• Structured problem-solving to turn ambiguity into priorities and actions.
• Executive-level communication, both written and verbal.
• Comfort challenging clients and surfacing tradeoffs.
• Technical fluency to understand architectures, data flows, and APIs.
• Commercial instincts to create client value.

Responsibilities

• Own client engagements from discovery through deployment and measurable impact.
• Serve as the primary partner to client executives, operators, and technical stakeholders.
• Learn client workflows, constraints, and economics to inform solutions.
• Translate ambiguous problems into clear product requirements and success metrics.
• Collaborate with Forward Deployed AI Engineers to shape scope and sequencing.
• Lead the execution rhythm across engagements: planning, meetings, risk management.
• Test solutions with end users and ensure adoption and trust.
• Identify additional AI opportunities and develop playbooks for future engagements.
• Grow client relationships and drive visible operational/financial impact.

Skills

Client engagements

Product judgment

Executive communication

Technical fluency

Problem solving

Ownership

Project management

Strategic thinking

Job description

Engagement Lead

About Transformworks

Transformworks is an AI implementation partner to the world’s most ambitious investors and operators. We work with companies in critical, operationally complex industries, including healthcare, education, and financial services.

Our work includes:

• Helping an education organization scale the development of high-quality curriculum across thousands of schools in the U.S.

• Automating paperwork and documentation for a healthcare services company supporting more than 2 million patients, freeing its teams to spend more time helping the people they serve

We are profitable, growing quickly, and intentionally lean. We believe AI has fundamentally changed what one exceptional engineer with strong business judgment can accomplish, so we keep teams small, give people real ownership, and reward them based on the value they create.

The Role

As an Engagement Lead, you will be accountable for the success of our client engagements.

You will serve as the primary day-to-day partner to client executives and operators while leading a team of Forward Deployed AI Engineers through discovery, development, deployment, and adoption. You will determine what we should build, keep execution moving, and ensure the work produces a measurable business outcome.

The best way to think about this role is as a more technical and product-oriented version of an engagement manager. You will combine structured problem-solving, product judgment, program leadership, and client relationship management. You will not be expected to write production code, but you must be technically fluent enough to work closely with engineers, understand tradeoffs, and help shape effective AI products.

Your job is not simply to deliver the scope. It is to make the client successful, find ways to exceed expectations, and continually identify where else AI can create value across the business.

What You’ll Do

• Own client engagements from initial discovery through deployment, adoption, and measurable business impact

• Serve as the primary day-to-day partner to client executives, operators, and technical stakeholders

• Learn how the client’s business actually works, including its workflows, systems, constraints, and economics

• Translate ambiguous business problems into clear product requirements, user journeys, priorities, and success metrics

• Partner with Forward Deployed AI Engineers to shape the solution and make thoughtful decisions about scope, sequencing, and tradeoffs

• Run the execution rhythm across each engagement, including planning, client meetings, decision-making, risk management, and executive updates

• Test solutions with end users, gather feedback, and ensure what we build is useful, trusted, and adopted

• Create moments that exceed client expectations through proactive insights, rapid improvements, and thoughtful demonstrations of what is possible

• Quantify the operational and financial impact of our work and communicate it clearly to company leadership and investment partners

• Identify additional AI opportunities across the client’s business and help turn them into new initiatives

• Develop reusable playbooks and practices that improve how Transformworks delivers future engagements

• Step into whatever gaps need to be filled to keep the client and internal team moving

What We’re Looking For

• 4+ years of experience in management consulting, product management, enterprise implementation, client services, or a similarly demanding operating role

• Experience leading complex, high-stakes projects with multiple stakeholders and an ambiguous path forward

• Strong product judgment and the ability to distinguish an interesting idea from something users will adopt and a business will value

• Structured problem-solving skills and the ability to turn a messy situation into a clear set of priorities and actions

• Executive-level communication skills, both written and verbal

• The confidence to challenge clients constructively, surface difficult issues, and be candid about tradeoffs

• Enough technical fluency to understand system architecture, data flows, APIs, model behavior, and AI evaluation at a practical level

• Strong commercial instincts and an ability to identify additional ways we can create value for a client

• A high degree of ownership. You do not wait for someone else to resolve a problem that could affect the engagement

• Comfort managing multiple priorities while maintaining a high bar for detail and follow-through

• Genuine curiosity about how AI can change the way businesses operate

You do not need to be an engineer or an AI expert on day one. You do need to learn quickly, work naturally with technical teams, and be willing to develop a real understanding of the systems we build.

Experience in healthcare, education, financial services, private equity, or another regulated and operationally complex industry is a plus.

Growth at Transformworks

You will work directly with the founders and play an important role in shaping how Transformworks serves its clients.

As you grow, you will take ownership of larger client relationships, lead multiple engagement teams, help expand strategic accounts, and build the systems and team behind our deployment function. Because we are a small firm growing quickly, advancement is based on demonstrated impact rather than tenure.

Compensation and Benefits

• Highly competitive base compensation

• Uncapped profit-sharing tied to the performance of the team

• Equity compensation

• Health, dental, and vision coverage

• Direct ownership of engagements with visible operational and financial impact

• Exposure to senior executives, investors, and technical leaders across a range of industries

• A small, high-trust team where initiative, judgment, and client impact are rewarded

This role is based in New York City and follows a hybrid collaboration model.