Engagement Manager

Lean Layer; New York (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

A top-rated RevOps agency in New York seeks an Engagement Manager to lead strategic initiatives across client revenue operations. Successful candidates will demonstrate a proficiency in sales and marketing operations and have strong skills in CRM and project management tools. This role offers a chance to work with diverse clients, optimize workflows, and drive significant results. Join a dynamic team that values ownership and impact.

Qualifications

• Demonstrated success in a Sales Operations, Marketing Operations or Revenue Operations role.
• Experience with Salesforce and/or HubSpot as an administrator.
• Strong analytical skills with experience using tools like Excel and Tableau.

Responsibilities

• Design and optimize workflows to support revops, sales, and marketing teams.
• Audit CRM systems to ensure data accuracy and drive business efficiency.
• Conduct detailed client discovery sessions to understand needs.

Skills

Sales and Marketing Operations Experience

CRM Proficiency (Salesforce/HubSpot)

Project Management Tools (Asana, Trello, Jira)

Data Analysis (Excel, Tableau, Looker)

Team Leadership

Motivational Skills

Discovery and Assessment

Clear Problem Articulation

Job description

Position Overview

Lean Layer is the #1 Rated RevOps Agency on G2, and we’re doubling our consulting team over the next year. Our reputation is built on excellent results — which means we need to keep hiring excellent people. We’re looking for Engagement Managers with deep Revenue Operations expertise to help our clients solve their toughest RevOps challenges.

In this role, you’ll be the primary point of contact for your clients, leading strategic initiatives across the revenue engine. You will have the opportunity to work with companies of different sizes, industries, and tech stacks making this the ideal opportunity if you are looking to accelerate your career growth.

At Lean Layer, you’ll join a tight-knit team that values curiosity, ownership, and impact. We move fast, think deeply, and treat our clients’ businesses like our own. If you love solving complex problems and want to grow with one of the most respected RevOps teams in the industry, apply below.

Qualifications

• Experience and Technical Skills
  • Sales and Marketing Operations Experience: Demonstrated success in a Sales Operations, Marketing Operations or Revenue Operations role. Experience transitioning between individual contributor (IC) and manager roles is highly valued.
  • CRM Proficiency: Experience with Salesforce and/or HubSpot as an administrator. You should be comfortable with custom objects, building workflows/flows, creating validation rules, building reporting.
  • Project Management Tools: Familiarity with tools like Asana, Trello, Jira, or Microsoft Project to manage tasks and ensure project success.
  • Data Analysis: Strong analytical skills with experience using tools like Excel, Tableau, Looker, or other BI platforms to extract insights and inform decisions.
• Collaboration and Team Leadership
  • Team Leadership: Proven ability to lead cross-functional teams, ensuring alignment and collaboration.
  • Delegation Expertise: Adept at assigning tasks effectively based on team members’ strengths and expertise.
  • Motivational Skills: Skilled in inspiring and energizing team members to achieve common goals and meet deadlines.
• Client Engagement Skills
  • Discovery and Assessment: Ability to conduct comprehensive discovery sessions with clients to identify needs, pain points, and root causes of challenges.
  • Clear Problem Articulation: Expertise in summarizing and articulating client problems in a way that is concise, actionable, and understood by all stakeholders.
  • Proactive Problem-Solving: Capacity to anticipate client needs and address challenges based on industry knowledge and prior experience.

Roles and Responsibilities

• Design, implement, and optimize workflows and processes to support revops, sales, and marketing teams.
• Audit CRM systems (Salesforce/HubSpot) to ensure data accuracy, generate actionable insights, and drive business efficiency.
• Collaborate with stakeholders to streamline tools and systems that enhance productivity.

• Lead cross-functional teams to align on goals, deadlines, and project deliverables.
• Manage team dynamics by fostering collaboration and ensuring clear communication across all departments.

• Conduct detailed client discovery sessions to understand needs, identify challenges, and provide tailored solutions.
• Collaborate with internal teams to develop actionable plans addressing client pain points.
• Anticipate potential obstacles and proactively develop strategies to resolve them before they impact project timelines.
• Analyze operational and sales data to uncover trends, identify areas for improvement, and measure success.
• Create and maintain dashboards and reports to track performance metrics and present insights to stakeholders.
• Implement data-driven decisions that enhance overall efficiency and client satisfaction.

For Canadian Residents

We also invite you to apply for this position but please note that at this time we can only hire those outside of the United States as full-time contractors. If you have any questions about this set up, please don't hesitate to reach out to.