Professional Services Engagement Manager
You will discover customer needs, scope outcome-oriented professional services engagements, and develop tailored proposals and statements of work. You will present engagement options, guide commercial and ordering processes, coordinate staffing with delivery partners, manage risks and objections, and maintain accurate forecasts.
Responsibilities
- Perform discovery with account teams and customers to understand capabilities, constraints, and desired business outcomes.
- Design standard and custom services proposals aligned with customer goals, success measures, and implementation needs.
- Build and present scoped services engagements and packaged solutions.
- Guide customers and account teams through services value, commercial terms, agreements, and quote and order processes.
- Coordinate staffing, skillsets, language, and time-zone coverage with Professional Services Operations and delivery partners.
- Address pricing and implementation objections and identify engagement and delivery risks.
- Meet financial targets and maintain accurate services forecasts using Salesforce and Clari.
- Build cross-functional relationships and relay customer trends to improve services offerings and the customer journey.
Requirements
- Experience with professional services selling processes, including discovery, scoping, proposal development, and commercial structuring.
- Experience using Salesforce for opportunity management, forecasting, and quoting.
- Experience working in a pre-sales setting and developing statements of work for implementation projects.
- Working understanding of the software development lifecycle, DevOps practices, and cloud transformation efforts.
- Communication and stakeholder management skills.
- Facilitation, negotiation, and problem-solving skills.
- Ability to work cross-functionally with sales, solutions architecture, delivery, and operations teams.
- Ability to work with minimal supervision in a fully remote, asynchronous environment while managing multiple opportunities and accurate forecasting.
Benefits
- Benefits supporting health, finances, and well-being.
- Flexible Paid Time Off.
- Team Member Resource Groups.
- Equity compensation and Employee Stock Purchase Plan.
- Parental Leave.