CLIENT ENGAGEMENT MANAGER JOB DESCRIPTION

Client Engagement Managers own enterprise accounts from commercial scoping through platform go-live. They enter during project definition and carry accountability through software configuration and deployment. Continuity is the job. In SaaS and professional services firms handling regulated data, including deployments governed by HL7 interoperability standards and protected health information protocols, that sustained presence directly shapes whether projects close on scope and schedule and whether clients return for future engagements.

As the Client Engagement Manager, you structure and lead complex technology or SaaS deployments from initial scoping through delivery acceptance, serving as the primary commercial and operational owner across every project phase. A direct partner to delivery leads, solution architects, and executive sponsors, this position spans multiple concurrent client accounts within a professional services or enterprise software environment.

Career Impact: Managing accounts through software implementation and go-live builds cross-functional project ownership that supports advancement into Senior CEM, Director of Client Engagement, or Practice Lead roles within professional services.

Business Impact: When onboarding timelines slip or scope assumptions go unchallenged, client trust erodes, and renewal conversations become harder; this role is the person who prevents that outcome for each assigned account.

Growth Opportunity: Exposure to enterprise platform architecture, regulated data environments, and Quarterly Business Review ownership develops the commercial and technical fluency that makes experienced CEMs competitive for VP-level client leadership positions.

• Lead scoping conversations with prospective clients to define project scope, deliverables, and acceptance criteria before contracts are finalized.
• Manage concurrent client accounts through all implementation phases, from project kickoff through delivery acceptance and handoff.
• Coordinate cross-functional delivery teams, including solution architects, instructional designers, and offshore operations, to keep timelines and budgets on track.
• Conduct Quarterly Business Reviews with client stakeholders, presenting performance data and identifying incremental growth opportunities.
• Monitor project health metrics and surface risks, scope changes, and escalation paths to senior internal leadership before they affect delivery.
• Own client communications across all phases, including status reports, kickoff facilitation, and executive-level updates.
• Partner with Sales to develop proposals, project scope documents, and change orders that reflect current client requirements.
• Validate that completed deliverables meet agreed acceptance criteria before sign-off, coordinating review cycles with the client and internal teams.

• Bachelor's degree in business, technology, communications, or a related field, or equivalent work experience.
• 5 or more years of client-facing project management or engagement management experience, with demonstrated ownership of enterprise software or SaaS implementations.
• Proven ability to manage multiple concurrent accounts and coordinate deliverables across matrixed internal teams.
• Experience facilitating executive-level client meetings, including kickoff sessions, project status reviews, and escalation conversations.
• Strong written and verbal communication skills sufficient to produce client-facing reports and present to senior stakeholders without editorial support.
• Demonstrated proficiency in project planning, including schedule management, resource coordination, and scope change documentation.
• Ability to identify and resolve project risks independently, applying structured problem-solving before escalating.
• Comfort working across regulated data environments, including familiarity with confidentiality obligations relevant to enterprise deployments.

• PMP certification or equivalent formal project management credential.
• Prior exposure to HL7, FHIR, or other healthcare interoperability standards in a client-facing delivery context.
• Experience in clinical research, regulated SaaS, or enterprise technology deployments with protected data handling requirements.
• Background in pre-sales scoping, proposal development, or solution architecture advisory within a professional services environment.

• On-time project milestone rate, measuring delivery phase completion against the agreed project schedule.
• Scope change frequency per engagement, reflecting the accuracy of upfront scoping and change control discipline.
• Client-reported satisfaction score at project close, tracking perceived delivery against stated acceptance criteria.
• Onboarding-to-go-live cycle time, measuring how efficiently new accounts progress from kickoff to independent operation.
• QBR delivery rate, tracking whether Quarterly Business Reviews are completed on schedule for all assigned accounts.
• Renewal rate of managed accounts, reflecting sustained client trust following delivery completion.

• Base Salary Range: $90,000 to $130,000 annually, depending on seniority and industry sector
• Bonus: Performance-based, typically 10% to 20% of base tied to account retention and revenue targets
• Equity: RSUs or options offered at growth-stage SaaS or publicly traded technology firms; rare at services firms
• Health Benefits: Medical, dental, and vision; employer contribution varies by company size
• PTO: 15 to 20 days annually, plus standard federal holidays
• Common Perks: Home-office stipend, professional development budget, travel reimbursement for client site visits

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

All applicants are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected under applicable federal, state, or local law. Applicants requiring a reasonable accommodation to participate in the hiring process are encouraged to make that request at any time. Employment in this role is contingent on successful completion of a background screening. Candidates must be authorized to work in the United States at the time of application.

The Client Engagement Manager owns the design and delivery of enterprise-wide CX learning programs spanning high-tech, financial services, healthcare, and manufacturing clients, serving as the single point of contact from project launch through completion. Working alongside learning experience consultants, instructional designers, and internal subject matter experts, this role shapes the commercial performance of the certification product portfolio by sustaining high customer satisfaction and surfacing process improvements.

Key Responsibilities

• Manage tailored learning programs focused on enterprise-wide CX awareness for clients across several industries, including high-tech, financial services, healthcare, and manufacturing.
• Serve as the primary point of contact from project launch through program completion.
• Guide client learning programs in partnership with learning experience consultants and instructional designers.
• Document audience, course delivery, and reporting requirements, and recommend program attributes to meet client needs.
• Facilitate virtual learner orientation and discussion sessions.
• Collaborate effectively with internal subject matter experts and project team members.
• Leverage external partners in managing content localization and implementation.
• Act as product expert for sales and other internal partners, and lead or contribute to pre-sale scoping conversations as needed.
• Contribute to the commercial success of the certification product portfolio through high customer satisfaction and proactively surfacing process and experience improvements.

Required Qualifications

• Bachelor's degree (BA or BS) at a minimum, with a strong academic record.
• 5 to 7 years of professional experience, with at least 2 years in a client-facing role.
• Demonstrated client relationship management experience.
• Experience working in learning management systems (LMS) or learning experience platforms (LXP) is a plus.
• Excellent project management skills, with keen attention to detail and the ability to prioritize with minimal supervision.
• Superior written and verbal communication skills that require minimal editing.
• Ability to quickly synthesize new information in a way that inspires senior-level client confidence.
• Ability to work under pressure in a highly collaborative, fast-paced environment, with a growth mindset and commitment to continuous learning.

Embedded within a market-focused technology organization, the Client Engagement Manager leads direct customer engagement in coordination with subject matter experts to mature commercial opportunities and capture new business across public sector and aerospace and defense markets. Working closely with partners, internal teammates, and external event stakeholders, this role builds market interest and advances the organization's account strategy through winning presentations, proposals, and cross-functional collaboration.

Core Functions

• Lead direct customer engagement in coordination with subject matter experts and market-focused leaders.
• Design and organize teams to execute call plans for technology innovations.
• Mature commercial opportunities through the pipeline and provide updates on their progress.
• Organize customer events and workshops and represent the organization at external events such as trade shows and conferences to create market interest.
• Capture new business by working with teammates to deliver winning presentations, proposals, prototypes, and white papers.
• Work with partners to identify, expand, and accelerate commercial opportunities.
• Communicate with internal and external stakeholders effectively regarding the rationale and approach of account strategy.

Qualifications & Experience

• Bachelor's or higher degree in business, engineering, finance, economics, operations research, mathematics, or a related discipline preferred.
• 4 or more years of work experience with demonstrated expertise in the public sector or aerospace and defense industry.
• Experience in business development, enterprise sales, solution architecture, or management consulting working with innovative technology.
• Knowledge of the digital technology landscape and how IoT and AI/ML solutions can transform business operations for large organizations.
• Superior oral and written communication skills.
• Self-directed and detail-oriented, with the ability to adapt to changing work efforts and manage shifting priorities.
• Proven ability to deliver results in a flat or matrixed environment.
• Ability to lead and work both in teams and independently, with availability for occasional travel.

Reporting to senior commercial leadership, the Client Engagement Manager operates in a highly consultative technical sales role requiring familiarity with cross-channel measurement methodologies and a strong understanding of the advertising ecosystem, with responsibility for driving client success across three primary metrics: revenue and logo retention, profitable growth through upsells, and risk mitigation through escalation management. Partnering with executive contacts and cross-functional teams, this role delivers portfolio engagement plans that retain current revenue footprints and identify expansion opportunities within the AdTech space.

Primary Duties

• Identify customer needs through cross-functional collaboration.
• Evangelize the value of the organization's solutions to executive contacts.
• Work directly with current customers to identify products and services that will add value.
• Retain current revenue footprint and identify expansion opportunities.
• Anticipate and meet customer needs proactively.
• Develop portfolio engagement plans using commercial experience.
• Establish success metrics, goals, and key objectives with the customer.

Skills & Qualifications

• Bachelor's degree (BA/BS) or equivalent experience.
• 6 to 8 years of experience in customer engagement, account management, or sales.
• Strong understanding of the digital advertising (AdTech) ecosystem.
• Google Apps and Gmail proficiency.
• Proven track record of meeting or exceeding sales quotas.
• Excellent customer retention skills, with the ability to comprehend and present technology and services.

Sitting at the intersection of consultative sales and global account management, the Client Engagement Manager applies insight-driven selling techniques to educate customers in the transportation and automotive industry on solutions that link directly to their business needs. Operating across client divisions and geographical locations within a global team environment, this role coaches key stakeholders, drives design-win closure, and communicates quantifiable ROI data to internal product divisions.

Duties

• Use consultative selling techniques to educate customers about their industry and offer unique perspectives on their business, linking insights back to relevant solutions.
• Follow the latest market trends in the transportation and automotive industry and identify new fields of engagement with potential new clients.
• Create valid business reasons to engage with new sales leads in early sales funnel stages.
• Use creative approaches for new client engagements and problem-solving activities.
• Identify key client stakeholders and coach them to build consensus for proposed solutions within their organization.
• Manage and grow small to medium client accounts.
• Contribute to a global team environment to develop and implement sales strategies across client divisions and geographical locations.
• Communicate effectively with internal product divisions, providing quantifiable feedback and ROI data for their investments in clients.

Requirements

• Master's or Bachelor's degree in a business and/or engineering discipline with a strong academic track record.
• 5 or more years of work experience, with relevant experience in the automotive industry.
• Proven track record of successfully driving design-win closure.
• Strong critical and strategic thinking skills.
• Excellent communication, networking, and interpersonal influence skills.

A key member of the operations team, the Client Engagement Manager leads efforts to identify performance barriers, coordinate process improvements, and mitigate the impact of incidents across operational centers. Collaborating across internal teams and external stakeholder groups, this role uses performance data and root cause analysis to enhance customer service experiences and drive measurable efficiency gains.

Functions

• Identify barriers to performance and coordinate improvements to enhance operational efficiency.
• Work closely with operational centers to provide coaching and support, increasing efficiency and knowledge.
• Act as a liaison between teams to coordinate activities and mitigate the impact of incidents.
• Keep accurate records of day-to-day operations, logging incidents and identifying trends.
• Review manual or ineffective processes and recommend automation or enhancement opportunities.
• Maintain a focus on improving customer service and client experiences.

Experience & Qualifications

• Understanding of contact center operations and performance metrics.
• Experience in analyzing and applying performance data to drive improvements.
• Experience in building and maintaining strong relationships with key internal and external stakeholders, including identifying and resolving problems through root cause analysis.
• Microsoft Office proficiency, including Excel.
• Ability to convey information in a clear and understandable way.

Sustained revenue growth from repeat clients and new lending opportunities depends on the Client Engagement Manager, who advises on real estate financing strategies, structures complex projects, and manages client relationships across the full loan lifecycle. Based within a high-performing team environment, the Client Engagement Manager owns P&L responsibility and leads team members while cultivating a strong book of business across real estate investing, mortgage products, and risk management.

Accountabilities

• Develop new client relationships.
• Advise clients on real estate financing strategies and solutions.
• Qualify lending opportunities and structure complex projects.
• Manage client relationships across the loan lifecycle and for repeat engagement.
• Lead a high-performing team.
• Own a profit and loss (P&L) responsibility.

Position Requirements

• Undergraduate or graduate degree in business, real estate, marketing, or a related field.
• 5 or more years of real estate finance experience.
• Expert-level knowledge of real estate investing, mortgage products, and risk management.
• Track record of building client relationships and owning a book of business.
• Strong rapport-building and solution-oriented selling skills.
• Effective at delegating, with excellent communication, follow-through, and team collaboration skills.

As the Client Engagement Manager, this role onboards new customers, establishes B2B workflows, and monitors program health metrics to identify and close business expansion opportunities within the P&C and commercial lines insurance sector. The client engagement team relies on this work to maintain responsive client communications, produce value report presentations, and ensure accurate metrics reporting, database querying, and analytic scoring reviews across assigned accounts.

Activities

• Onboard new customers and establish B2B workflows.
• Monitor program health metrics and produce client value report presentations.
• Lead regular client engagement meetings, calls, and webinars.
• Monitor and administer inbound client communications and address or resolve concerns.
• Identify and close business expansion opportunities.
• Perform metrics reporting, database querying, and data mapping and analytic scoring reviews.

Knowledge, Skills & Abilities

• 3 to 5 years of experience in P&C and/or commercial lines insurance, preferably in a leadership role.
• Prior insurance sales experience in vendor services is a plus.
• Proficiency in business intelligence software such as Microsoft SQL and/or Power BI is highly desired.
• Self-motivated, with professional communication skills and the ability to problem-solve and negotiate.
• Strong interpersonal skills, with the ability to prioritize and multitask effectively.

Client Engagement Manager delivers leadership and execution for assigned professional services projects, serving as the primary point of accountability across information technology, implementations, sales, and strategic customer teams within a professional services division. Success in the position means developing and maintaining standard methodologies, exercising independent judgment across defined practices, and ensuring all projects and tasks remain on schedule through rigorous planning, analysis, coordination, and reporting.

Operational Focus

• Establish client relationships and own the execution of professional services projects.
• Identify, analyze, and prioritize opportunities to build relationships and develop continuing opportunities for the professional services team.
• Perform planning, analysis, coordination, and reporting activities to keep projects and tasks on schedule.
• Exercise independent judgment within defined practices and procedures to determine appropriate action.
• Follow established guidelines and interpret policies.

Professional Experience

• Bachelor's degree in a technical or quantitative field or equivalent work experience.
• Minimum of 7 years of relevant job-related experience.
• Demonstrated knowledge of key services, operational policies, processes, and methodologies.
• Ability to regularly connect with people on a technical level.
• Strong interpersonal, analytical, time management, and follow-up skills.

The Client Engagement Manager produces innovative proposals and manages a growing portfolio of services for clients in the financial markets industry, combining domain expertise in capital market operations with change capability and automation services to meet evolving client and industry needs. Advancing the organization's commercial agenda, this role chairs governance forums, executes customer coverage plans, and works closely with offshore operations and technology teams to resolve escalations from proposal through implementation.

Key Deliverables

• Lead the development and delivery of innovative proposals, combining domain expertise, change capability, production capability, and automation services.
• Think and act critically within a team framework to ensure the relevance of services in meeting changing client and industry needs.
• Elicit client feedback and chair governance forums to ensure issues and opportunities are addressed swiftly.
• Manage and grow the portfolio of services delivered to the client by developing and executing customer coverage plans.
• Work closely with offshore operations and technology teams to resolve client issues, escalations, and rapid response requests.
• Understand the client's short- and long-term strategic goals and build a plan to integrate the organization's services into those goals.
• Manage project proposals, timelines, and deliverables for engagements from proposal through implementation in conjunction with the services team.

Education & Experience

• Bachelor's degree required.
• Business development experience and commercial acumen, with a background covering client organizations in the financial markets industry.
• Domain knowledge and industry awareness of capital market operations, with in-depth knowledge in one or more of the following as a plus: client lifecycle, asset servicing, derivative operations, reference data, compliance, risk, and finance.
• Experience in business development for a fintech or services provider, consultancy experience covering large financial institutions, banking operations change, or IT experience is a plus.
• Excellent problem-solving and consultative capabilities, including change-the-bank experience.
• Strong client-facing skills, including the ability to build and understand client problem statements, develop and present proposals, elicit feedback, and run workshops and governance forums.

Embedded within a matrix organization, the Client Engagement Manager oversees engagement profitability and customer satisfaction by structuring and managing projects from Concept Phase-0 through Delivery Phase-3, translating client business goals and technology requirements into optimal solutions using consulting best practices. Working closely with Sales, project teams, and client stakeholders, this role prepares Quarterly Business Reviews, validates acceptance criteria, and ensures all deliverables are seamlessly integrated and delivered on schedule.

Areas of Ownership

• Establish processes to support an engagement, including project schedules, defining deliverables, assigning resources, and reporting requirements.
• Participate in operational processes related to specific engagements, including staffing, utilization management, forecasting, time and expense management, and billing requirements.
• Partner with Sales to complete the project scope document and change orders based on project requirements.
• Validate scope, conduct project kickoff, and manage project communications with customers.
• Provide weekly and monthly status reports internally and to the client at key project milestones, including project status reports on the effectiveness of the engagement against the baseline plan.
• Prepare and conduct customer Quarterly Business Reviews (QBR).
• Define and secure sign-off on acceptance criteria for project deliverables, establish delivery dates with the team, and oversee the review of client deliverables to ensure they meet all acceptance criteria.
• Coordinate and manage internal team member activities so that deliverables are seamlessly integrated and delivered on a timely basis.

Background & Experience

• PMP certification or the ability to obtain PMP certification within the first year.
• 6 or more years of project management experience in a matrix management environment.
• Documented success in developing business strategy and managing complex projects.
• Background in healthcare, remote patient monitoring, or clinical trials project management is a plus.
• Exceptional communication skills, including presentation, facilitation, oral, written, listening, and conflict resolution.
• Strong leadership abilities across the client enterprise and in a multiple-project environment, with the ability to influence clients, team members, and key stakeholders.
• Adept at critical and creative thinking, evaluating alternatives, and deciding on a course of action with an ownership mentality.

Reporting to the VP of Client Engagement, the Senior Client Engagement Manager develops and manages the full implementation, onboarding, and training process for clients in clinical research organizations, ensuring the SaaS platform is optimally configured and integrated into daily workflows. Partnering with internal product owners, the support team, the digitization team, and the learning experience team, this role maintains compliance with protected health information procedures while cultivating long-term client partnerships and delivering on project deadlines across multiple concurrent accounts.

Role Responsibilities

• Manage project timelines for multiple clients during onboarding, implementation, integrations, and training.
• Own the software onboarding, implementation, and training process for clients in clinical research organizations.
• Implement, manage, and partner with clients to ensure the SaaS platform is optimally configured, meets their needs, and is integrated into their daily workflow.
• Maximize value for clients and engage them as long-term partners.
• Track and communicate client status, project status, plans, issues, timelines, and action plans.
• Partner with internal product owners and the support team as an advocate for client needs and to provide insights into client workflows.
• Follow all compliance and security procedures to maintain the security and confidentiality of protected health information.

Minimum Qualifications

• Clinical trial experience and knowledge of the trial process, with research site or contract research organization experience preferred.
• Familiarity with interpreting research protocols.
• Solid understanding of client relationships.
• Experience in customer-facing roles, preferably with software technology implementations.
• Google G Suite proficiency and familiarity with clinical research technologies or CRM software is a plus.
• Ability to manage multiple projects simultaneously in a fast-paced, high-growth environment.
• Process-driven, with strong communication skills and careful attention to detail.
• Entrepreneurial mindset with a can-do attitude and availability for monthly travel to the corporate office and client sites as needed.

Sitting at the intersection of partner operations and account management, the Client Engagement Manager develops and maintains key client relationships to ensure successful service delivery for university partners developing online learning programs, while organizing internal engagement tasks into actionable plans that align with contract commitments and expectations at multiple client levels. Operating across university program directors, functional leads, and executive stakeholders, this role tracks and reports performance metrics, facilitates client calls, and ensures all deliverables and action items are completed on schedule.

Job Functions

• Maintain and develop relationships with key client contacts while ensuring the organization successfully delivers on its contracts, expectations, and commitments.
• Manage a prioritized queue of deliverables across the organization using deep account knowledge and an understanding of client expectations at multiple levels.
• Organize internal client engagement tasks into actionable plans.
• Create a calendar for regular meeting preparation, meetings, and executive updates.
• Support and manage the pre-work timeline for client presentations.
• Organize call agendas, follow up with functional leads to ensure preparedness, and facilitate client calls.
• Attend client calls, take notes, collect action items, and work with the team to complete open items.
• Collaborate with university program directors to manage and maintain day-to-day operations.
• Assist in the tracking and reporting of performance metrics for assigned accounts.

Required Qualifications

• 3 to 5 years of experience in customer support, client services, and/or project management preferred.
• Strong project management, organization, time management, and problem-solving skills.
• Ability to spot issues early and escalate potential challenges to find solutions quickly and seamlessly.
• Excellent written and verbal communication skills.
• Deadline-driven, with the ability to support multiple concurrent projects, exceptional organizational skills, and strong attention to detail.
• Ability to use creative thinking to identify and solve problems in a team-oriented, collaborative environment.

A key member of the business development team, the Client Engagement Manager develops new client relationships and manages existing accounts across creative and marketing departments within agencies, non-profits, and large enterprises, serving as an extension of the organization's brand in all client interactions. Collaborating closely with the talent engagement and recruiting team, this role advances the organization's revenue by identifying prospective clients, delivering consultative service, and converting referrals into lasting partnerships.

What You'll Do

• Identify potential new clients through online resources, professional groups, industry-related websites, and referrals from business networks, candidates, and current clients.
• Establish and maintain strong relationships with clients.
• Take a consultative approach to understanding client business objectives and hiring needs.
• Deliver excellent client service at all times, operating with integrity.
• Create client awareness of the organization's services through effective promotion, outreach, and attendance at networking events.
• Attend relevant after-hours events, meetups, conferences, and seminars to network with potential clients.
• Work closely with the talent engagement and recruiting team.

Qualifications & Experience

• 3 or more years of experience in account management or business development.
• Previous experience selling services with an understanding of sales techniques and strategies.
• Knowledge of digital, marketing, and creative industries.
• Previous staffing experience is welcome but not required.
• Excellent written and verbal communication skills.
• Self-motivated, results-driven, and personable, with a proven track record of excellent performance and the ability to work independently and collaboratively.
• Flexible and adaptable, with the ability to learn and work within a CRM tool, multitask, and prioritize effectively.

Delivering successful SaaS implementation outcomes depends on the SaaS Client Engagement Manager, who plans and coordinates implementation and transformation activities across a clinical SaaS portfolio that includes symptom management platforms, systemic treatment management, and analytics deployments for healthcare clients. Serving as the primary liaison between client leadership and cross-functional internal teams, including global services, product management, and engineering, this role guides engagement plan execution while ensuring a fully integrated, consistent client experience.

Day-to-Day Responsibilities

• Work closely with customer leadership, clinical, and administrative teams to construct and gain buy-in for an engagement plan that aligns with project objectives.
• Direct execution of the engagement plan, including alignment of cross-functional resources at both the organization and client locations.
• Identify and resolve unanticipated complexities as they occur that can impact timelines and budget.
• Orchestrate the involvement of cross-functional groups in delivering the engagement in a way that creates a fully integrated, efficient client experience.
• Collaborate with internal education and support teams to ensure a consistent, high-quality customer experience.

Skills & Qualifications

• Bachelor's or Master's degree in a technical discipline such as engineering or a healthcare-related field.
• Background in a clinical setting is a strong plus, with knowledge of oncology clinical processes preferred.
• Experience with SaaS platforms and healthcare interoperability standards such as HL7 and FHIR is a plus.
• Proficient in Microsoft Project, Visio, Word, Excel, PowerPoint, and Power BI.
• Demonstrated engagement management and client-facing skills, with experience delivering against aggressive timelines and scope objectives.
• Strong track record of cross-functional collaboration with training teams, interface analysts, platform operations, sales, and solution architects.
• Extremely organized, with outstanding communication, presentation, and writing skills.
• Passionate about customer outcomes.
• Available to travel up to 25%.

As the Client Engagement Manager, this role manages all aspects of sponsorship activation and client deliverables for a live journalism and events team, spanning planning through execution and post-event debrief across a suite of sponsors and events. The events and sales organization relies on this work to maintain client relationships post-sale, protect established budgets against client-mandated pivots, and ensure sponsor interests are well represented within editorial and creative event experiences.

Scope of Work

• Ensure successful delivery and execution of event sponsorships.
• Manage and deliver sponsorship benefits across a suite of sponsors and events.
• Support the team in achieving sales goals by managing all sponsor deliverables from planning through execution to debrief.
• Own client relationship and communications post-sale, including status reports and feedback sharing with the client and internal teams.
• Act as the point of contact between the client and internal events stakeholders.
• Manage client status calls and distribute recaps and next steps to all internal and external stakeholders.
• Oversee and adjust client priorities as needed and communicate changes and their implications to all members of the team.
• Flag and manage potential budget impacts due to client-mandated pivots in collaboration with sales and program managers.
• Optimize workflows, best practices, and processes where necessary.
• Build strong partnerships with editorial and creative teams to ensure sponsor interests are well represented within the event experience.

Requirements

• 4 or more years of experience in account management, project management, client services, or events management.
• Google Suite proficiency.
• Demonstrated experience managing multiple projects in a deadline-driven environment.
• Exceptional written and verbal communication, organizational, and problem-solving skills.
• Detail-oriented, with excellent time management skills and the ability to create and manage timelines.
• Ability to work collaboratively in a team environment, with energy and comfort in an entrepreneurial, fast-changing setting.
• Willingness to travel domestically and/or internationally.

Client Engagement Manager refines how sales teams engage with customers across a North American enterprise software and cloud sales environment, advocating a client-first mindset through in-person meetings, virtual workshops, and networking programs while analyzing data to report program success to executive sponsors. The work directly supports improved new-win and renewal rates by distilling competitive research and customer behavior analysis into actionable tactics, designing client-facing events, and optimizing the customer experience across the full sales journey.

Work Activities

• Advocate a client-first mindset with sales teams as they interact with customers to create authentic relationships through in-person meetings, networking programs, virtual meetings, and workshops.
• Collect and analyze data to report program success to program owners and executive sponsors, utilizing dashboards to demonstrate outcomes and identify areas for improvement.
• Conduct internal customer analysis, competitive market research, emerging trends research, and customer behavior analysis to support demand generation activities.
• Distill findings into clearly articulated and actionable tactics that sellers can apply to customer-facing engagements.
• Actively partner with team members of all levels and disciplines and contribute perspective and new ideas.
• Help design, plan, promote, execute, and collect metrics for client-facing events, conferences, and workshops.
• Engage with client-facing resources to promote client engagement programs, collect feedback, and optimize the customer experience across the sales journey.
• Contribute to ad hoc requests that support sales teams and customer champion initiatives.

Experience & Qualifications

• Experience supporting a portfolio of work efforts focused on creating meaningful engagement with customers.
• Previous experience with sales methodology and applicable buyer and seller journeys.
• Knowledge of account-based marketing strategies and tactics, and sales process progression, preferably in a software applications or cloud sales environment.
• Experience with full lifecycle event program management.
• Exceptional interpersonal skills, with experience facilitating innovative ways of working in a customer-facing environment, in person or virtually.
• Excellent project management, organizational, and presentation skills.
• Strong customer-focused orientation, with attention to active listening, an outgoing personality, and experience interacting directly with senior-level clients.
• Detail-oriented, with the ability to simplify complex information and deliver impeccable execution.

The Client Engagement Manager creates and executes strategic account plans across multiple client engagements simultaneously, driving business development efforts that grow accounts through digital strategy and product development service offerings within consumer industry verticals including retail, healthcare, MedTech, and BioTech. Reporting into a consulting leadership structure, this role builds senior-level client relationships, develops high-quality RFPs and proposals, and exceeds sales targets by applying Big 4-caliber commercial acumen to end-to-end business development activities.

Performance Expectations

• Manage strategic client accounts and lead business development efforts to grow those accounts through digital strategy and product development service offerings.
• Manage senior-level client relationships.
• Lead strategic account planning for multiple client accounts simultaneously, including developing go-to-market strategies for each.
• Support new business pursuits with new leads and potential clients.
• Partner effectively with colleagues and business partners in business development efforts.
• Develop high-quality RFPs and proposals.
• Meet and exceed sales and business development targets.
• Step in and support project teams in execution when necessary, with periodic travel for client demands of up to 20%.

Technical Qualifications

• Bachelor's degree from an accredited college or university.
• 5 to 7 years of business development and client or account management experience, with at least 3 years in management consulting, advisory, professional services, or Big 4 sales and consulting.
• 3 or more years of professional experience within at least one consumer industry vertical, including retail, healthcare, education, MedTech, BioTech, or hospitality and travel preferred.
• Proven expertise in growing existing accounts via stakeholder mapping and opportunity identification and closure.
• Proficiency in end-to-end business development activities, including scoping client problems and solutions, proposal and SOW development, and deal structuring and staffing coordination.
• Experience and understanding of digital product strategy, design, and engineering sufficient to support business development and solutioning, including eCommerce, marketing technologies, data and analytics, mobility, and digitization.
• Demonstrated track record of managing large and complex consulting engagements, including interfacing with senior-level client executives.
• Excellent interpersonal and communication skills, with proven ability to build consensus and achieve goals through influence and creative problem-solving.

Embedded within an enterprise account team serving midsize P&C insurance carriers, the Client Engagement Manager coordinates the development and execution of overall account strategies while cultivating two-way executive relationships that result in strategic partnerships, revenue growth, and joint development opportunities. Working closely with multiple business divisions and matrixed internal partners, this role aligns go-to-market strategies with carrier priorities, reinforces client vision, and builds a team culture centered on the assigned accounts.

Core Responsibilities

• Assist in the development and execution of an overall account strategy with account team members, identifying supporters, neutrals, and non-supporters across the client while managing the client's strategic priorities.
• Align and present to the client an integrated, enterprise view of the organization's solutions and go-to-market strategies.
• Cultivate a two-way executive sharing strategy that enables overall revenue growth and development partner opportunities.
• Create two-way processes with the client that drive operational effectiveness in the relationship.
• Ensure all appropriate business divisions and partners collaborate and provide resources at all appropriate stages of an engagement.
• Manage and track account operations that support business plan priorities and the client's investment.
• Continuously reinforce the client's vision and strategic priorities with the account team, recalibrating to keep the vision in focus amid shifting downstream priorities.
• Build a team culture around the client while operating in a highly matrixed environment.

Position Requirements

• Degree-qualified, with 5 or more years of proven experience in enterprise accounts and a track record of sales, strategy, industry, and organizational leadership at a senior level.
• Understanding of the P&C insurance industry, with a passion for sales and leading teams to solve business challenges with both existing and conceptual solutions.
• 2 or more years of people management experience preferred.
• Extensive background in leading global initiatives, managing large, complex deal negotiations, and overseeing major projects.
• Ability to navigate complex organizations with a trusted advisor and consultative approach, establishing credibility quickly with senior executives.
• Highly motivated, with a senior executive presence, strong attention to detail, and an innovative mindset.

Reporting to market leadership, the Client Engagement Manager executes sales activities to ensure new business development and client retention occur in support of long-term market growth plans, serving as the primary driver of prospecting, cold calling, and appointment setting to build new client relationships. Coordinating with internal staffing operations and recruiting teams, this role clarifies client expectations, expands relationships through referrals, and contributes to division-wide revenue and gross profit objectives.

Leadership Responsibilities

• Drive the development of new client relationships through effective daily planning, prospecting, cold calling, and appointment setting.
• Meet weekly sales metrics that will lead to annual personal sales and gross profit objectives.
• Collaborate with client contacts to understand current and future needs.
• Represent the organization as a leading service provider and differentiate from competitors.
• Interact with clients, consultants, and vendors on a regular basis.
• Clarify client expectations and establish goals for advancing client partnerships.
• Expand business relationships within each client via referrals to new departments and by exceeding client expectations.
• Foster positive relationships to encourage increased sales and proactively market services to clients.
• Work with internal operations so that recruiting or service activities complement sales activity.
• Build team relationships with staffing teams and communicate frequently on open orders and upcoming client needs.

Knowledge, Skills & Abilities

• Bachelor's degree, ideally in a field related to the relevant business unit.
• 2 or more years of successful sales experience, preferably in the staffing industry.
• Experienced in account management, with the ability to manage accounts and continually seek new business.
• Ability to thrive in a metrics- and quota-driven environment.
• Strong problem-solving, organizational, and data analysis skills, including the ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
• Ability to read, analyze, and interpret business periodicals, professional journals, technical procedures, and governmental regulations.
• Excellent oral and written communication skills, including the ability to conduct effective client meetings and interact with all levels of staff.

Sitting at the intersection of account management and production operations, the Client Engagement Manager coordinates the relationship between clients, creative and production teams, suppliers, and shared services to ensure all SLA and contract terms are met while serving as the P&L owner for respective accounts across branded materials and retail experience programs. Operating across strategic sourcing, business analysis, and vertical leadership functions, this role manages contract renewals, leads quarterly business reviews, and ensures account profitability through rigorous sourcing strategy and supplier selection.

Strategic Responsibilities

• Act as a vital link between the client, creative and production teams, suppliers, and shared services teams to ensure all terms of the contract and SLAs are met.
• Build strategic relationships with client stakeholders to increase revenue opportunities while upholding superior service and transparency standards.
• Attend client marketing meetings, coordinate with applicable client agencies, and provide strategic guidance to the production team to optimize bidding and production processes.
• Serve as the P&L owner for respective accounts, including operational performance, budget, and forecast management.
• Review and maintain job profitability in line with contract obligations.
• Monitor quantitative and qualitative account performance.
• Ensure account profitability and competitive pricing in collaboration with the strategic sourcing team through an overarching strategy for sourcing and optimal supplier selection.
• Partner with business analysts to produce and present quarterly business reviews with an emphasis on data and incremental growth opportunities.
• Serve as a subject matter expert and point of escalation for account team issues, both internally and with clients.
• Connect team members with appropriate subject matter experts and support resources as needed.
• Reinforce compliance with company policies and procedures with respective teams.
• Manage contract renewals in partnership with vertical leadership, and manage SG&A in accordance with budget.

Professional Experience

• Bachelor's degree in a related discipline or equivalent work experience.
• 5 or more years of hands-on production or account management experience within a manufacturing, client, or agency environment, with at least 5 years of direct client interfacing experience.
• Experience contributing to P&L management and assisting in contract construction and review.
• Microsoft Office proficiency, specifically Excel and PowerPoint.
• Strong business and financial acumen, with the ability to derive trends from data and provide associated insights.
• Demonstrated experience navigating tough client conversations and taking a proactive, solutions-oriented approach to problem-solving.
• Proven project and people management skills, with a track record of consistently meeting or achieving established goals.
• Excellent written and verbal communication skills, with exceptional presentation skills for interfacing with senior-level executives.
• Demonstrated aptitude for learning new technology in a professional environment, with the ability to adapt across a wide range of business scenarios.

A key member of a programmatic media and technology platform team, the Client Engagement Manager coordinates long-term relationships with designated media buying agencies and direct clients while developing and executing 12-month business plans, managing campaign operations, and growing the advertiser base across assigned agency and direct client portfolios. Collaborating across ad operations, product, analytics, data, and marketing teams, this role evangelizes platform solutions, supervises the sales administration process, and maintains competitive awareness through ongoing analysis of industry trends and competitor products.

Ownership Areas

• Develop expertise in business development and client service within the programmatic media industry.
• Oversee day-to-day management of campaigns and forecast expected revenue against budget.
• Develop and maintain long-term relationships with designated media buying agencies and direct clients.
• Grow the base of advertisers within designated agencies and direct client relationships.
• Coordinate communication with the ad operations team before, during, and after campaigns, and collaborate with product, analytics, data, and marketing teams.
• Develop and implement 12-month business plans for designated agencies and direct clients.
• Develop business opportunities, maintain a pipeline of prospects, and close deals.
• Evangelize solutions and values and act as an audience planning expert.
• Supervise the sales administration process to ensure adherence to best practices and that all service levels are exceeded.
• Ensure clients have updated information including sales collateral and information on new products.
• Stay abreast of industry trends and competitor products for competitive analysis.

Education & Experience

• Bachelor's degree in marketing or media preferred.
• 5 or more years of experience in customer service, sales, or account management, with proven commercial experience in online advertising sales.
• Proven successful engagement, business development, sales, and planning skills, including experience understanding a commercial business.
• Strong ability to develop lasting client relationships, with excellent sales and negotiation skills.
• Good product, competitor, and market knowledge, with a results-oriented and goal-driven mindset.
• PowerPoint, Excel, Word, and Outlook proficiency.
• Highly developed interpersonal skills, with excellent planning, self-organization, discipline, and attention to detail.
• Fluent in English and Mandarin, written and oral.
• Strong initiative, resourcefulness, and willingness to learn, with leadership attributes to manage a team toward achieving results.