Finance Services Engagement Manager

Infosys; Houston (TX); On-site; USD 95,000 - 135,000; Full time

Job summary

Infosys in Houston, TX is seeking a Senior Operations Manager for a Finance Services Engagement Manager role to lead client portfolios, drive revenue growth, and align delivery with client needs. This on-site position requires deep experience in strategic account management and cross-functional collaboration across procurement, legal, finance, and delivery teams.

You will oversee programs, governance, risk management, and stakeholder engagement, mentor senior project teams, and contribute to

Qualifications

• Bachelor’s degree or equivalent; 3 years of progressive experience in lieu of education per requirement.
• At least 9 years of related experience in the role or field.

Responsibilities

• Identify, evaluate, and pursue new business opportunities within client accounts.
• Provide strategic account intelligence to support proactive client engagement and revenue growth.
• Develop proposals, Statements of Work (SOWs), and business solutions with Procurement, Legal, Finance, and Delivery teams.
• Assess customer business requirements and align capabilities to deliver value-driven solutions.
• Conduct competitive analysis and market assessments for client portfolios.
• Lead executive meetings, customer visits, governance reviews, and engagement activities.
• Serve as the primary contact for portfolio performance reviews, escalation management, and risk mitigation.
• Monitor customer satisfaction metrics and implement service improvements.
• Coordinate participation in industry events and client engagement activities.
• Collaborate with Delivery Management, Finance, Legal, and Service Line leadership to resolve concerns.

Skills

Strategic account management

Client relationship management

Team leadership

People management

Proposal development

Contract management

Customer success

Stakeholder engagement

Risk management

Escalation management

Cross-functional collaboration

Supply chain knowledge

Procurement knowledge

Education

Bachelor’s degree or foreign equivalent

Job description

Senior Operations Manager - Finance Services Engagement Manager

Location: Houston, TX

On-Site

As a senior Operations Manager in an Engagement Manager role, the responsibilities are as below:

• Identify, evaluate, and pursue new business opportunities within existing and prospective client accounts.
• Provide strategic account intelligence and recommendations to support proactive client engagement and revenue growth.
• Develop proposals, Statements of Work (SOWs), and business solutions in partnership with Procurement, Legal, Finance, and Delivery teams.
• Assess customer business requirements and align organizational capabilities to deliver value-driven solutions.
• Conduct competitive analysis and market assessments for assigned client portfolios.

Client Relationship Management

• Build and maintain relationships with senior client executives and key stakeholders across multiple business functions.
• Lead executive meetings, customer visits, governance reviews, and engagement activities.
• Serve as the primary point of contact for portfolio performance reviews, escalation management, and risk mitigation activities.
• Monitor customer satisfaction metrics and implement service improvement initiatives based on customer feedback.
• Coordinate participation in industry events, conferences, and client engagement activities that strengthen strategic partnerships.
• Collaborate with Delivery Management, Finance, Legal, and Service Line leadership to resolve customer concerns and improve account performance.

Leadership & People Management

• Manage and oversee teams supporting assigned accounts, programs, and operational initiatives.
• Assign work, establish goals, monitor performance, and ensure successful execution of client commitments.
• Provide technical and managerial guidance to solution development and delivery teams.
• Support employee development through coaching, mentoring, training programs, and performance management processes.
• Participate in recruiting activities, including leading interview panels for senior-level positions.
• Provide recommendations regarding promotions, transfers, developmental opportunities, and performance improvement actions.
• Facilitate executive-level meetings to identify and develop new business opportunities.
• Provides leadership and direction to Senior Project Managers, Technology Architects, Principal Consultants, Technology Leads, and delivery teams supporting customer programs.
• Acts as a strategic advisor to internal and external stakeholders.
• Drives customer growth, operational excellence, and long-term account success through effective governance and relationship management.
• Works closely with senior organizational leadership to align operational strategies with business goals
• Expand organizational presence across client business units and departments through strategic account planning.
• Understand customer challenges and collaborate with internal teams to develop solutions that address business objectives.
• Evaluate business opportunities based on customer needs, organizational capabilities, and delivery readiness.
• Direct teams in solution definition, business case development, and strategic customer engagement.

Operational Management & Governance

• Exercise decision-making authority over day-to-day finance operations, account management, and program execution.
• Establish project objectives, schedules, budgets, quality standards, and performance targets.
• Develop and execute operational action plans to support customer and business objectives.
• Monitor team performance and ensure deliverables meet customer requirements and contractual obligations.
• Conduct weekly and bi-weekly status reviews, performance assessments, and progress meetings.
• Provide feedback on assignments and deliverables to maintain alignment with customer expectations.
• Oversee contract administration activities, including contract maintenance, scope changes, governance requirements, and legal documentation.
• Lead risk management, compliance monitoring, and escalation resolution activities.

Basic Qualifications

• Bachelor’s degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.
• At least 9 years of experience in job description.

Preferred skills and experience

• Strategic account management and client relationship management
• Proposal development and contract management
• Customer success and stakeholder engagement
• Risk management and escalation management
• Team leadership and people management
• Supply chain and procurement domain knowledge
• Cross-functional collaboration