Here are a few sample Client Engagement roles in various industries…
(In Technology field)
Logicworks is seeking an experienced Client Engagement Manager with at least 5 years of professional experience in managing complex projects and client relationships. Do you have what it takes to join a growing, dynamic and diverse group of talented business and technology professionals?
We are looking for a consultative, experienced Cloud Project & Program manager to drive our Customer’s large-scale technology & business transformation Projects and Programs.As a Client Engagement Manager (CEM) at Logicworks, you will be accountable for the successful delivery of these transformations. You will need to be able to understand business, technical and operational requirements and objectives at both a high and a day-to-day level, and ensure focus on communication, delivery and results, constantly striving for high levels of satisfaction and success for your Customer, Logicworks, your team and yourself. Your responsibilities will include but will not be limited to:
- Full lifecycle Project & Program Management of Logicworks customer engagements in a very fast paced environment – including all core aspects required to successfully plan, forecast, manage and report a project
- Direct and strategically steer client relationships and project initiatives
- Lead cross functional teams in delivering best of breed cloud solutions for Logicworks clients
- Management of all stakeholders – Logicworks, Customer, Partners, etc.
- Consulting with Logicworks Customers on Cloud Project & Program Management, delivery excellence and best practice
- Risk, assumption, dependency, issue, change, account and escalation management – internal and external to Logicworks
- Budgeting and Cost Management with a focus on the commercial impacts of the outcomes for customers
- Play an active part in the CEM Community at Logicworks including our team sync-ups, adding your own experience to the ever evolving CEM methodology
- Manage full life cycle of large and complex infrastructure migration projects.
- Lead client meetings with thorough documentation and rigorous follow-up
- Steer initiatives to implement process improvement for clients and Logicworks.
What You Should Have For This Role:
- 5+ years of experience as a Project, Product and/or Program Manager
- Established and demonstrable ability as a client facing full-lifecycle Program, Project, or Product Manager within a technology/business transformation environment or digital agency.
- The ability to lead and inspire clients and internal teams through empowerment and making clear, decisive decisions.
- A confident communicator who can identify core messages and articulate the Logicworks vision at all levels of client organizations including being comfortable engaging senior management to steer complex programs.
- Someone with a strong commercial focus in all areas of delivery, relationship management, and the identification of opportunities and risks.
- Ability to thrive under pressure: you are most comfortable working in a fast moving environment, spinning multiple plates at any one time.
- A keen self-awareness: you understand your strengths and weaknesses, and have a continued focus on personal development and progressive enhancement of your skills and base of professional knowledge.
- Experienced in leading cross functional teams delivering technical solutions and consulting
- Knowledge of Enterprise IT, Software Development and Delivery and/or Web Based Infrastructure
- Functional experience with one or more public cloud platforms (AWS, Azure, GCP)
- Associate Level certification on a public cloud platform, or ability to obtain and maintain certification
- Desire and ability to pick up new technical knowledge quickly
- Proven ability to communicate and translate effectively across multiple groups from design and engineering to marketing, and business development
- Ability to lead and collaborate at the executive level
- Strong organizational skills and ability to work independently
- Detail oriented with excellent follow through skills
- Positive, energetic attitude, and initiative; Strong work ethic
What kind of carrer progression can you expect?
Our Client Engagement Managers can expect to progress into roles such as Director of Client Engagement to lead and mentor a team of CEMs or to become a delivery leader within Client Engagement leading cross functional professional services teams working on multiple initiatives for large enterprise clients.
What’s in It for You?
You will be part of a leader in the cloud industry with high growth and a great culture and lots of opportunity for personal and professional growth. You will work alongside some of the best cloud engineers in the industry (over 100+ AWS certifications company-wide) and work on some of the most interesting projects around. Logicworks has been voted Crain’s New York Business Best Places to Work in NYC three consecutive years, you’ll enjoy the best of both worlds: start-up environment with established company resources. Everyone has a voice at Logicworks and we are open to new ways of thinking, especially those that will contribute to our overall success. Opinions and ideas are always welcome, in fact, they are encouraged! You will also get:
- Opportunity to work on interesting and career building projects.
- Chance to be a thought leader inside and outside of Logicworks
- An attractive salary and bonus plan
About Logicworks:
We have worked with enterprise clients for over 23 years to solve complex IT infrastructure problems with a software-driven approach to managed services. Our team of certified engineers apply cloud automation best practices to enable greater performance, guarantee availability, and increase security of clients’ cloud environments.
Our clients face complex challenges that require smart solutions, and our continued success can be directly attributed to our talented team. We invest heavily in great technology and even greater in professionals and engineers to ensure we have a state of the art IT and business toolkit with which to design solutions for the markets we serve.
(In consulting)
As the Client Engagement Leader, you will be accountable for our North America Client Engagement function. The function actively manages client relationships to ensure our clients fully engage with our software and data products in order meet or exceed client success criteria. The function’s aim is to ensure high levels of client satisfaction, client willingness to be a reference and client renewal rates and to identify additional sales opportunities with our existing clients.
This is a new cross-product function being established in order to professionalize the way we engage our clients and to share best practices across our community of Client Engagement colleagues. This is a great opportunity for someone with significant client engagement / success experience to establish a new function and lead a team of 25+ colleagues managing client accounts across a wide portfolio of software and data products. This new role and function will make a significant positive impact on our clients and the growth of our business.
- Accountable for the North America Client Engagement function in our Talent and Rewards business
- Direct and indirect people management and leadership of team of 25+ colleagues across North America managing client accounts for a wide portfolio of software and data products
- Ensure clients fully utilize and engage with our software and data products to get maximum value and meet or exceed client success criteria
- Organize and lead client user groups and training sessions addressing timely topics designed to improve product usage and value for our clients
- Ensure all quality metrics and SLAs are met or exceeded and regularly communicated to clients
- Ensure high levels of client satisfaction, client willingness to be a reference and client renewal rates across our portfolio
- Ensure clients on legacy products migrate to the latest products at the appropriate time
- Identify additional sales opportunities to expand services with existing clients and collaborate with the applicable sales team who will lead the sales pursuits
- Collaborate closely with Willis Towers Watson Client Relationship Directors who own the overall client relationship across all of Willis Towers Watson
- Establish and share best practices across the function in North America and to the wider global community
- Ultimately to drive growth in our business through a highly-engaged team and highly-engaged clients
Qualifications
- BS / BA degree or higher
- 7+ years of client engagement / success management experience with a strong client focus
- Strong leadership competencies and a track record of helping team members grow and succeed across multiple locations
- Sales effectiveness and operational excellence proficiency
- Strong collaboration and team skills
- Domain expertise in at least one of our core product areas (e.g. compensation data products, compensation software, total rewards software, employee experience and communication portals and software, employee insights software)
- Ability and willingness to learn new products, the detailed functionality and how clients get the most value from the products
- Strong communication skills
Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com.
Willis Towers Watson is an equal opportunity employer
Willis Towers Watson is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.
(In Financial Services)
MORE ABOUT THIS JOB
RESPONSIBILITIES AND QUALIFICATIONS
ABOUT GOLDMAN SACHS
Client Engagement Manager This full time position requires a proactive, experienced, versatile and engaging professional that possesses a demonstrated ability to deliver on personal and team goals. The Client Engagement Manager will be a lead on the team that interacts with key SQAD clients on a strategic level; to provide client support, and communication as well as be a leader in maintaining and expanding the client’s utility of SQAD’s products and revenue relationship. This individual needs to be a strategic thinker and liaise with other internal SQAD teams to ensure high client satisfaction. Our team’s goal is to grow existing relationships and partner with our clients to provide solutions for their needs, all while being positive and FUN!
Who we are:
SQAD is on the cutting edge of digital and traditional media planning, audience analytics, and cost measurement. Recognized as an industry pioneer, SQAD’s data and systems serve some of the largest multi-national brands and agencies in media.
Responsibilities Include:
- Proactively manage key client relationships across SQAD products, with focus on MediaTools
- Understand client business goals and anticipate future needs to deliver optimal solutions
- Drive planning sessions to ensure client is able to fully leverage MediaTools to meet their performance and operational efficiency goals
- Conduct quarterly business reviews and check in points with key clients
- Develop best practices and process strategies across teams
- Track client satisfaction and act as a key stakeholder in client renewal with the Sales team
- Elicit client feedback to act as internal advocate for our clients
- Communicate regularly with clients to evaluate satisfaction and value delivery across SQAD products
- Assist in conducting surveys, analyze their results, as well as product usage and resource data to guide meaningful action items moving forward
Who you are:
- Self-motivated, detail-oriented, positive, well organized with extraordinary interpersonal skills.
- Exceptional communication, presentation, and leadership skills; ability to multi-task and enjoy interaction with internal teammates a must.
- 3 – 5 years relevant industry experience including an in-depth knowledge of television ad buying and planning, ad sales research and MediaTools; strong aptitude and facility with 3rd party media analysis software
- Working knowledge of analytical software, media planning and buying, audience research applications.
- Bachelor degree required, MA or MBA
(In HR / Health Care)
As a Client Engagement Leader, you will help our clients define and execute cutting edge cost-containment strategies in key business areas which are poorly managed by current HR processes. To accomplish these highly visible results, you will be responsible for the quality, timeliness, and financial performance of several projects, including managing client expectations, project management, deliverables execution, foreseeing and removing obstacles, handling escalation of issues, reporting and presenting to clients, and facilitating communication among various stakeholders.You will bring your strong determination to succeed, your ability to juggle multiple responsibilities under tight deadlines, ability to work both independently and as part or leader of a cross functional team, as well as your sharp attention to detail. In this role, you will contribute to the development, integration of appropriate resources, implementation and maintenance of all client deliverables, while identifying ongoing client opportunities, and participating in the sales process. We will be counting on you to make informed judgments regarding complex project issues and trade-offs.While serving in this capacity, you will have the unique opportunity to interact with subject matter experts, including thought leaders and executives in healthcare, financial, legal and specialized market-experts who have proven track records in helping companies meet or exceed aggressive goals.Key Responsibilities:
- Managing and delivering projects by applying our methodology, including effective use of project plans, status reporting, issue tracking, presentation, etc. Facilitating communication among varied stakeholders, including client staff, internal partners, management, and third parties Coordinating resources to complete assigned tasks; escalating and resolving resource conflicts as appropriate Proactively identifying gaps and risks, and facilitating resolution Identifying, discussing, and facilitating resolution of technical issues related to the project Managing client expectations and satisfaction
Additional Qualifications:
- Minimum 3-5 years experience managing projects and external consulting engagements Interest in healthcare issues a must Prior experience in healthcare preferred Strong ability to analyze data, think strategically, lead a team, manage multiple workflows, present effectively, manage stakeholders Skilled in using common project management tools Highly organized with strong planning skills; ability to manage competing priorities and multiple work streams; ability to work through barriers to execution and achieve project success Strong Microsoft Office Skills, particularly Excel and Access; strong data management skills and attention to detail
About Our Firm:
Optimatum is a New York City-based vendor management firm that focuses exclusively on the HR supply chain. Our turnkey solutions improve the financial and operational performance of health care plans of our clients located nationwide through our unique multidisciplinary approach, which includes forensic analysis, the maintenance of existing vendor relationships, while at the same time increasing transparency and accountability. The net impact is meaningful reductions in cost while at the same time improved plan performance.
In our employer sponsored health care group, our clients reap direct efficiencies of 10-12% on their healthcare costs within one year, and 5-7% in subsequent years while maintaining existing vendors and current benefits without Through
Through our HR Transitional Services for Acquisitions Divestitures, we are at the epicenter of the Biggest Deal Boom In A Decade delivering expedited deal closure and accelerated harvesting of post day-one synergies which all reduced target employee integration risk.
In a world where 70 to 90%* of all MAs fail to achieve strategic and financial objectives with reasons often attributed to HR-related factors, we are here to solve the issues in this hot market.
(In Technology / Software)
You will be accountable for our North America Client Engagement Management team which is one of three tiers in our overall Client Engagement function. The function actively manages client relationships to ensure our clients fully engage with our software and data products in order meet or exceed client success criteria. The function’s aim is to ensure high levels of client satisfaction, client willingness to be a reference and client renewal rates and to identify additional sales opportunities with our existing clients.
This is a new cross-product team being established in order to professionalize the way we engage our clients and to share best practices across our community of Client Engagement colleagues. This is a great opportunity for someone with client engagement / success experience to establish a new team and lead a team of 7 colleagues managing accounts across our clients with global compensation data agreements, our Compensation Software and/or our Employee Insights Pulse Software. This new role and team will make a significant positive impact on our clients and the growth of our business.
- Accountable for the North America Client Engagement team in our Talent and Rewards business
- Direct and indirect people management and leadership of team currently with 7 colleagues across North America managing client accounts for our mid-complexity products including global data agreements, Compensation Software and Employee Insights Pulse Software
- Ensure clients fully utilize and engage with our software and data products to get maximum value and meet or exceed client success criteria
- Organize and lead client user groups and training sessions addressing timely topics designed to improve product usage and value for our clients
- Ensure all quality metrics and SLAs are met or exceeded and regularly communicated to clients
- Ensure high levels of client satisfaction, client willingness to be a reference and client renewal rates across our portfolio
- Ensure clients on legacy products migrate to the latest products at the appropriate time
- Identify additional sales opportunities to expand products and services with existing clients and collaborate with the applicable sales team who will lead the sales pursuits
- Collaborate closely with Willis Towers Watson Client Relationship Directors who own the overall client relationship across all of Willis Towers Watson
- Establish and share best practices across the wider function in North America and to the wider global community
- Ultimately to drive growth in our business through a highly-engaged team and highly-engaged clients
Qualifications
- BS / BA degree or higher
- 3+ years of client engagement / success management experience with a strong client focus
- Experience helping team members grow and succeed
- Sales effectiveness and operational excellence proficiency
- Strong collaboration and team skills
- Domain expertise in at least one of our core product areas (e.g. compensation data products, Compensation Software, or Employee Engagement Software)
- Ability and willingness to learn new products, the detailed functionality and how clients get the most value from the products
- Strong communication skills
Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com.
Willis Towers Watson is an equal opportunity employer
Willis Towers Watson is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.
(In Financial Services)
We are Dataminr, the leading real-time information discovery company. Our ability to find and deliver information faster than any other source has completely revolutionized how critical, relevant and actionable information reaches the news, finance, public sector and corporate security industries.Our ascent to being the most exciting company in New York City and the “super tool of journalists and hedge funds” as well as security professionals in both the corporate and public sectors has led to numerous accolades and achievements. We’ve been named #13 on CNBC’s Disruptor 50 list, added to the AlwaysOn Global 250 Top Private Companies list and received an invitation to speak at the World Economic Forum.Headquartered in New York City and nearing 400 employees, Dataminr provides a challenging and dynamic environment where everyone feels that they have the freedom to be innovative, impactful and influential. We’ve crafted a culture that promotes team interaction, work-life balance and the sharing of information and ideas because it empowers us to do our best work and have fun. If you want to be a part of the most interesting and exciting high-growth tech company in New York, please keep reading!Who you are:
You’re a highly motivated self starter and problem solver with experience leading engagements for financial services clients. You solve problems and identify opportunities as an advocate both for the customer and the product. Your goal is to go into any customer situation and inspire organizational change that leads to better adoption, retention, and usage of our platform.
You have experience managing a client base including leading hedge funds, large global investment banks and companies in the energy sector. You’re excited to leverage your client-facing experience to manage Dataminr’s relationships with financial services accounts.
Responsibilities:
- Be an expert on Dataminr’s platform with a deep understanding of open source and social media analytics
- Demonstrate platform capabilities and support business development efforts across the Finance vertical
- Understand client asset class/sector focus in order to integrate Dataminr into their workflows and recommend best practices
- Partner with internal teams to develop, implement, and deliver onboarding, training and usage plans tailored for each customer
- Serve as an advocate for our customers by creating and presenting customer health and usage data to cross-functional account management and technical teams
- Collect customer feedback and clearly articulate product recommendations for Dataminr product development with our engineering and product teams
- Forecast potential client use-cases and provide immediate support or remediation
Desired Skills and Experience:
- Bachelor’s degree in a related field
- 3-5 years of experience managing financial services accounts/clients; enterprise software or SaaS sales experience with a particular focus on account management or client/customer success is preferred
- Ability to communicate complex concepts to a wide range of audiences, including technical and non-technical customers
- High level of accountability and the ability to execute on multiple and competing projects and deadlines
- Self-motivation and an ability to handle multiple competing priorities in a fast-paced environment
- Ability to think on your feet and problem solve in real-time
- Detail-oriented with excellent organizational skills and a strong focus on delivering the best possible client experience
- Knowledge and/or experience of publicly available information and social media analysis efforts of or financial services firms, including but not limited to hedge funds, asset managers, and investment banks.
- Outstanding communication and presentation skills
- Must be willing to travel domestically as needed (approximately 25%)
Our offering of competitive benefits and perks include:
- Company paid benefits for employees and their dependents, such as medical, dental, vision, disability and life
- Flexible spending account to be used for out-of-pocket medical, transit, parking and dependent care expenses
- 401(k) savings plan
- Generous leave
- Daily catered lunch
- A kitchen fully stocked with snacks and beverages
- Discounted Gym Membership
Dataminr is an equal opportunity and affirmative action employer. Individuals seeking employment at Dataminr are considered without regards to race, sex, color, creed, religion, national origin, age, disability, genetics, marital status, pregnancy, unemployment status, sexual orientation, citizenship status or veteran status.