Published: Jan 14, 2025 – The Engagement Manager oversees client relationships by managing tactical engagements, ensuring satisfaction, and fostering revenue growth in alignment with strategic goals. This position schedules projects, produces reports on revenue and resources, and drives continuous improvement in service delivery. Additionally, the role involves compliance oversight, mentoring team members, and collaborating with stakeholders to meet client-specific requirements effectively.

Tips for Engagement Manager Skills and Responsibilities on a Resume
1. Engagement Manager, BrightPath Solutions, Denver, CO
Job Summary:
- Lead client projects in the areas of brand strategy, consumer insights, customer segmentation, innovation, growth strategy, and organizational change
- Maintain accountability for the timeliness/quality of work and project profitability and staffing resource allocations
- Delivering client work on time, within budget, and contributing to the content and thought leadership of the client deliverable
- Lead brainstorming sessions and consumer workshops
- Develop, manage, and cultivate long-term client relationships
- Mentor and train junior staff on technical skills and client preparedness
- Lead and oversee internal growth and firm development activities
- Successfully drive projects into execution
- Lead technology-based discussions with insurance customers
- Maintain direct relationships with insurance customers, account management, and upselling
- Work cross-functionally with a broad range of team members within the product, engineering, marketing, sales, and legal
Skills on Resume:
- Brand Strategy (Hard Skills)
- Consumer Insights (Hard Skills)
- Project Management (Hard Skills)
- Leadership (Soft Skills)
- Client Relationship Management (Soft Skills)
- Mentoring and Training (Soft Skills)
- Cross-functional Collaboration (Soft Skills)
- Innovation and Growth Strategy (Hard Skills)
2. Engagement Manager, Nexus Consulting Group, Austin, TX
Job Summary:
- Allocation of accounts to EMs given the nature of the engagement, location, best fit, and workload
- Take responsibility for the weekly review of RAG reports
- Be responsible for the maintenance and monitoring of forecasts
- Request and track account improvement plans with EMs for accounts under performance management
- Check ways of working are defined and followed in terms of people, processes, and tools
- Provide clarity of roles and responsibilities across engagements promoting consistency and strong client communication
- Ensure engagements generate suitable artifacts for change, client meetings, and agreements with evidence of timely follow-up
- Promote lean and effective ways of working, and adopt good practice
- Applying gated processes from pre-sales through to delivery
- Propose suitable engagement models with balanced teams
- Oversee account initiation and transition to BAU with assessment against the transition balanced scorecard
- Validate periodic succession planning is effectively undertaken to balance the needs of the client, individuals, and the group.
- Track and manage underbills and FOC costs
- Take responsibility for the overall quality of service provided to clients
Skills on Resume:
- Account Allocation (Hard Skills)
- Forecasting (Hard Skills)
- Performance Management (Hard Skills)
- Process Improvement (Hard Skills)
- Client Communication (Soft Skills)
- Change Management (Hard Skills)
- Resource Management (Hard Skills)
- Quality Assurance (Hard Skills)
3. Engagement Manager, Horizon Strategies, Seattle, WA
Job Summary:
- Understanding client perspective.
- Resolve, report, and escalate concerns to avoid major issues
- Participate in internal account reviews and on-request client reviews
- Group and client meet contractual obligations and the service is delivered within the agreed commercial framework
- Take responsibility for EM's support and timely and accurate invoicing
- Produce weekly/monthly reports
- Employ appropriate and timely escalation
- Organize and manage checkpoint and review meetings
- Identify and arrange client meetings
- Identify and arrange internal meetings/reviews
- Direct Line Manager 3+ Engagement Managers
- Oversee a portfolio of 20+ clients and projects
- Drive project teams for 5-100 FTEs
Skills on Resume:
- Client Relationship Management (Soft Skills)
- Issue Resolution (Soft Skills)
- Account Reviews (Hard Skills)
- Contract Management (Hard Skills)
- Invoicing (Hard Skills)
- Reporting (Hard Skills)
- Escalation Management (Soft Skills)
- Team Leadership (Soft Skills)
4. Engagement Manager, Pinnacle Partners, Chicago, IL
Job Summary:
- Take responsibility for increasing customer satisfaction
- Own and manage the delivery projects
- Acquire business context and knowledge about the customer
- Facilitate the creation of the project vision and ensure alignment on the implementation
- Help validate User Stories and Acceptance Criteria in alignment with the business, promoting convergence and simple, pragmatic solutions
- Act as a delivery process coach
- Manage the backlog in tight cooperation with the customer product owner
- Act as the product owner (on agreement with the customer)
- Represent the business needs of the delivery team
- Manage engagement topics (change requests, status reports, risks, budget and resources)
- Conduct functional testing and feature delivery demos and collect feedback
- Continuous monitoring and improvement, through sprint retrospectives
- Ensure proper project handover
Skills on Resume:
- Customer Satisfaction Management (Soft Skills)
- Project Delivery (Hard Skills)
- Business Knowledge Acquisition (Hard Skills)
- Vision Creation and Alignment (Soft Skills)
- User Story Validation (Hard Skills)
- Delivery Process Coaching (Soft Skills)
- Backlog Management (Hard Skills)
- Functional Testing (Hard Skills)
5. Engagement Manager, Summit Advisory Services, Boston, MA
Job Summary:
- Support the Customer’s program director by overseeing the delivery of their vision for the program
- Manage the overall engagement and relationships with Customers on a program of work.
- Work closely with the most senior stakeholders
- Work with Sales to win client business and create plans and approaches for delivery of desired customer outcomes
- Manage dependencies of varying complexity, potentially planning and feeding into larger programs and portfolios
- Remove blockers and manage risks, commercials, budgets, billing, and people
- Balance objectives and redeploy people and resources as priorities change
- Responsible for understanding, managing, and communicating between complex stakeholder groups, balancing priorities
- The primary escalation point for the program and must have an awareness of the bigger picture
- Monitor progress on commitments and quality
- Adherence to the agreed delivery processes
Skills on Resume:
- Program Management (Hard Skills)
- Stakeholder Relationship Management (Soft Skills)
- Sales and Business Development (Hard Skills)
- Risk Management (Hard Skills)
- Resource Allocation (Hard Skills)
- Conflict Resolution (Soft Skills)
- Communication (Soft Skills)
- Process Adherence (Hard Skills)
6. Engagement Manager, Crestview Consulting, San Francisco, CA
Job Summary:
- Lead on developing and implementing a detailed Involvement delivery plan based on the Communications, Engagement, and Involvement strategy
- Establish Involvement priorities and embed Involvement.
- Develop relevant documentation for these tasks.
- Documenting progress and evaluating Involvement in DataLoch to deliver continuous improvement.
- Provide advice and input to those wanting to access DataLoch curated data to ensure meaningful Involvement.
- Develop novel methods and deliver training to researchers (this could include lay volunteers, academics, NHS, third sector, and industry).
- Own the delivery of the wider external communication plan, using new and existing channels, including maintenance of the DataLoch website.
- Coordinate dissemination including via conference presentations, workshops, and social media.
- Lead on developing a long-term delivery plan for Involvement, in collaboration with key partners in the NHS.
- Ensure patient and public involvement are embedded in all activities and that there is a meaningful dialogue with patients and the public.
- Work with the Communications Officers within the University to ensure communications plan milestones are met.
- Be responsible for the overall coordination of Involvement across DataLoch, reporting regularly to the Programme Lead and project team.
- Take the lead and use initiative in resolving most problems related to Involvement supported by the Programme lead and Leadership team when necessary.
- Use initiative and experience to contribute to the development and implementation of the Communications, Engagement, and Involvement strategy, providing advice and guidance to partners.
- In collaboration with the project team, establish the metrics to be tracked for integrating Involvement.
Skills on Resume:
- Strategic Planning (Hard Skills)
- Documentation (Hard Skills)
- Data Analysis (Hard Skills)
- Training Development (Hard Skills)
- Communication (Soft Skills)
- Stakeholder Engagement (Soft Skills)
- Problem Solving (Soft Skills)
- Project Coordination (Hard Skills)
7. Engagement Manager, Redwood Associates, Portland, OR
Job Summary:
- Manage multiple customer projects and ensure all deliverables are completed on time by respective parties (typically 4-8 engagements at a time)
- Construct detailed implementation plans which include the scope of the project, and key deliverables, and required to ensure buy-in from prominent client stakeholders
- Consistently update all internal and customer stakeholders on progress and roadblocks
- Maintaining alignment and transparency, while continually driving the project forward to meet established deadlines
- Manage project budget, including tracking time of self and team
- Develop and foster long-term relationships with customers, built upon trust and having their best interests at heart.
- Managing expectations and navigating through challenging conversations
- Coordinate with cross-functional teams to deliver against defined timelines and partner closely with customers to ensure success
- Mitigate any potential project risks while escalating issues to appropriate parties with the appropriate urgency both internally as well as with key customer stakeholders
- Drive customers to best practice recommendations of business processes for Transcepta
- Relay product features and enhancements through clear requirements to product and engineering teams
- Conduct regular training with customers, enabling them on the different functions within the software that is customizable to their unique workflows
- Speak to the advantages of the product versus the competition, and show knowledge of common industry nomenclature
Skills on Resume:
- Project Management (Hard Skills)
- Implementation Planning (Hard Skills)
- Stakeholder Communication (Soft Skills)
- Budget Management (Hard Skills)
- Relationship Building (Soft Skills)
- Risk Management (Hard Skills)
- Cross-functional Collaboration (Soft Skills)
- Product Training (Hard Skills)
8. Engagement Manager, Silverline Strategies, Minneapolis, MN
Job Summary:
- Deliver HR interventions to support the strategic direction of the business area while ensuring the people strategy/approach is aligned across the business unit
- Support the Functional Directors to achieve short and long-term strategic objectives by delivering plans and initiatives through Human Resources Business Partnering
- Coach leaders and drive the ongoing development of people capability in the line management population
- Support and effectively manage organizational change to ensure strategic business objectives are met
- Identify and evaluate Organisation Design and propose changes to improve business efficiency
- Cross-functional working with the Centre of Expertise and Shared Service teams and wider HR community to deliver people strategies/initiatives in the areas of Organisation and Capability
- Support the Head of Human Resources with the Business area's short and long-term workforce forecasting demand planning
- Work with workforce planning and Human Resources Business Partners to achieve future business requirements
- Use workforce analytics to identify opportunities to improve business performance
- Undertake any other work as directed by their line manager in connection with their job as may be requested
Skills on Resume:
- HR Business Partnering (Soft Skills)
- Coaching and Leadership Development (Soft Skills)
- Organizational Change Management (Hard Skills)
- Organization Design (Hard Skills)
- Cross-functional Collaboration (Soft Skills)
- Workforce Planning (Hard Skills)
- Workforce Analytics (Hard Skills)
- Strategic Planning (Hard Skills)
9. Engagement Manager, Evergreen Solutions, Raleigh, NC
Job Summary:
- Be the collection of processes used to track, oversee, and organize every interaction between a customer and service throughout the customer journey.
- Improve customer experience globally, by engaging customers and facilitating growth.
- Take ownership of customer relationships and retention, this includes tasks such as traveling to and leading customer meetings and having regular contact with the customers.
- Keep accurate records and document actions from customer meetings as appropriate
- Serve as an escalation point for Customers, and serve as a liaison to other internal departments and stakeholders.
- Deal efficiently and proactively with customer's issues, this includes understanding the resources required and time required to resolve the issue internally.
- Develop service procedures, policies, and standards ensuring flexibility and continuous improvement, this includes the coordination of surveys to understand customer satisfaction metrics.
- Work with the rest of the customer experience team to organize customer events and a yearly internal company-wide event
- Understand and know the different areas of the business to draw on resources and the people who have formed relationships when necessary.
- Proactively provide feedback across departments regarding customer feedback and user experience
Skills on Resume:
- Customer Relationship Management (Soft Skills)
- Customer Experience Improvement (Soft Skills)
- Meeting Facilitation (Soft Skills)
- Issue Resolution (Soft Skills)
- Service Procedure Development (Hard Skills)
- Customer Satisfaction Analysis (Hard Skills)
- Cross-department Collaboration (Soft Skills)
- Feedback Management (Soft Skills)
10. Engagement Manager, Blue Ridge Consulting, Atlanta, GA
Job Summary:
- Liaise with clients on upcoming, current, and recently completed tactical engagements
- Develop and maintain strong working relationships with clients to help increase the revenue stream outside of new business, ensuring that this ties up with the F-secure model
- Have a firm understanding of the account strategy for key accounts and support the Account Directors with key account development and strategy
- Work with the Account Director, consultants, and the client to produce proposals, statements of work, and project briefs
- Plan and schedule projects to manage client satisfaction, consultant workloads, and skills development
- Produce regular and ad-hoc reports on capacity, utilization, and revenue for the Practices and assist the Heads of Practice in reporting to the business on revenue, resource, and business risk
- Work closely with all areas of the business, specifically the consultants and the Account Director to identify and implement continuous improvement
- Manage change requests and escalate commercial issues as appropriate to the Account Directors
- Review project delivery process to ensure that client expectations are met in terms of service and delivery
- Interpret and develop procedures to meet client-specific contractual requirements and service delivery procedures
- Continually review delivered projects for clients to verify recognized income and ensure invoicing is completed on time
- Regularly attend and contribute to client Strategic Account Reviews
- Work closely with business areas to ensure that all internal systems are always up to date and accurately reflect the business position
- Be responsible for multiple accounts/clients and their projects, as well as the growth of the
- Ensure that compliance status is maintained and assist in the implementation of any future compliance requirements
- Mentor new members of the Engagement Manager's team
Skills on Resume:
- Client Relationship Management (Soft Skills)
- Account Strategy Development (Hard Skills)
- Proposal Writing (Hard Skills)
- Project Planning and Scheduling (Hard Skills)
- Reporting and Analysis (Hard Skills)
- Continuous Improvement (Soft Skills)
- Commercial Issue Management (Soft Skills)
- Mentorship (Soft Skills)