Engagement Manager

Model ML; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

Model ML, a fintech AI workflow platform, seeks an Engagement Manager to oversee client relationships and ensure successful delivery of complex projects. You will coordinate cross-functional teams and act as the primary point of contact for strategic communications.

This role focuses on increasing client engagement through tailored demonstrations, workshops, and regular product updates while identifying new business opportunities and driving retention.

Qualifications

• Minimum of 5 years experience with private equity, investment banks, or tier 1 consultancies is essential.
• Strong academic background from tier 1 institutions.
• MBA is a bonus but not required.
• Excellent communication, organisation and interpersonal skills.
• Ability to work independently and make autonomous decisions.
• Willingness to travel within the region as needed.

Responsibilities

• Client Relationship Management - building and maintaining strong client relationships to understand needs and ensure satisfaction, with a framework to increase client engagement through tutorials, 1:1 meetings, workshops, and product updates.
• Project Coordination - overseeing project planning, execution, and delivery to ensure timely and within-budget completion.
• AI Workflow Creation - build impactful use cases, templates and demos tailored to each customer or firm.
• Team Leadership - leading cross-functional teams, assigning tasks, and ensuring clear communication among team members.
• Stakeholder Communication - acting as the primary point of contact for clients and internal stakeholders, providing regular updates and addressing concerns.
• Strategy Development - identifying opportunities for additional business and developing strategies to enhance client engagement and retention.
• Performance Monitoring - tracking project progress, analyzing outcomes, and implementing improvements for future engagements; run weekly customer feedback sessions and develop a framework to prioritise feedback with the engineering team.

Skills

Client relationship

Project coordination

Team leadership

Strategic communication

Education

MBA (bonus)

Job description

Company Overview:

Model ML is the AI workflow builder transforming how major financial institutions produce and validate client-ready work. Model ML converts complex, manual processes into fully automated AI systems that scale across global teams. In under a year, Model ML has become one of the fastest growing enterprise AI platforms worldwide and recently closed a $75 million Series A, one of the largest fintech Series A rounds ever. The round was backed by FT Partners, Y Combinator, LocalGlobe, QED, 13books, and other top global investors, bringing total funding to $90 million.

Job Description:

The engagement manager oversees client relationships and ensures the successful delivery of projects by coordinating teams and resources. They act as the primary point of contact, focusing on client satisfaction, strategic communications, and achieving business objectives.

Key Responsibilities

• Client Relationship Management - involves building and maintaining strong relationships with clients to understand their needs and ensure satisfaction, while also maintaining a framework to increase client engagement through tutorials, 1:1 meetings, workshops, and product updates.


• Project Coordination: Overseeing project planning, execution, and delivery to ensure timely and within-budget completion.


• AI Workflow Creation: Build impactful use cases, templates and demos tailored to each customer or firm.


• Team Leadership: Leading cross-functional teams, assigning tasks, and ensuring clear communication among team members.


• Stakeholder Communication: Acting as the primary point of contact for clients and internal stakeholders, providing regular updates and addressing concerns.


• Strategy Development: Identifying opportunities for additional business and developing strategies to enhance client engagement and retention.


• Performance Monitoring: Tracking project progress, analyzing outcomes, and implementing improvements for future engagements. Run weekly customer feedback sessions and develop a framework to prioritise feedback with the engineering team.

What you can expect

It won't be easy; in fact, it will be very hard.

BUT, it will be a lot of fun.

You need to be comfortable in being uncomfortable; timelines will change, priorities will most likely shift.

Be prepared to sacrifice your work-life balance in exchange for joining an incredible journey and learning a lot along the way.

Requirements

• Minimum of 5 years experience with private equity firms, investment banks, or tier 1 consultancies is essential.


• Strong academic background from tier 1 institutions.


• MBA is a bonus but not required.


• Excellent communication, organisation and interpersonal skills. This is key given we are a currently a small global team working around the clock.


• Ability to work independently and make autonomous decisions.


• Willingness to travel within the region as needed.

What We Offer

• Competitive salary + equity


• Performance-based incentives.


• Opportunity to be instrumental in our expansion into the market.


• Supportive and innovative work environment.

To conclude, we're building a team of like-minded, incredibly smart, tenacious individuals with relentless work ethic and focus, all driving towards our very clear revolutionary mission. If you match this description, buy into that mission and you're at a career stage where you're ready to make your defining statement to the world.

About the Interview

• We're very conscious of everyone's time, so we want to make the process as efficient as possible.


• Call 1: 30-minute intro call with Nat (CoS) If you proceed:


• Call 2: 30-minute intro call with a Product & Growth team member:


• Assessment


• Call 3: 30-minute deep dive with a Product & Growth team member:


• Call 4: 30-minute call with Chaz (CEO)

Engagement Manager