Client Engagement Manager

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Collaborate with Account Executives from the initial stages of opportunities to refine services positioning and deal strategy.

• Facilitate structured discovery sessions addressing pain points, workflows, success criteria, delivery considerations, and training needs.

• Assist in solution architecture and outline services components, including deliverables, timelines, and effort estimation.

• Implement engagement request prioritization and guide Tier 2 and smaller opportunities to utilize self-service playbooks.

• Create and confirm Statements of Work, establishing scope boundaries, assumptions, dependencies, and acceptance criteria.

• Assess pricing, discounting, and total cost of ownership to safeguard deal economics.

• Evaluate services pricing, risk-sharing, and contract terms for consistency with policy.

• Suggest delivery resource allocation based on project scope, timeline, and required skill sets.

• Act as the main Professional Services point of contact for the Account Executive throughout the sales process.

• Engage in deal reviews and ensure consistency with Services Delivery prior to deal closure.

• Monitor win/loss drivers and request patterns to enhance playbooks and optimize resource allocation.

• Stay informed about service offerings and industry-specific playbooks.

• Co-manage the transition from Sales to Services Delivery with a complete and validated SOW and discovery artifacts.

• Serve as an escalation point for pre-sales misalignment or scope disputes prior to project initiation.

• Contribute field insights back into scoping standards and estimation models.

⛳️ Requirements

• 5+ years of experience in Professional Services, Solutions Consulting, or Pre-Sales within ERP or enterprise SaaS environments.

• Proven track record in drafting and negotiating Statements of Work.

• Experience in estimating project scope and effort.

• Familiarity with structuring services pricing.

• Knowledge of ERP implementation methodologies; preference for experience in manufacturing, supply chain, or related fields.

• Experience collaborating directly with Account Executives in a matrixed Sales/Delivery organization.

• Strong commercial acumen regarding pricing strategy, margin protection, forecasting, and contract structuring.

• Capability to convert discovery findings into a clear and actionable scope of work.

• Comfortable applying pricing and scoping disciplines under the pressure of sales-cycle timelines.

• Proficiency in CRM/CPQ tools like Salesforce and services estimation tools.

• Exceptional written and verbal communication skills at the executive level.

• Bachelor’s degree is required.

• Willingness to travel as necessary for key client engagements and on-site discovery workshops.

• Ability to work across time zones to support global account teams.

• High attention to detail in scope definition, risk identification, and governance under sales-cycle time constraints.

🏝️ Benefits

• PTO

• 401K matching

• Healthcare/Medical Insurance plans

• Health insurance

• Dental insurance

• Vision insurance

• Flexible remote work

• Flexibility to conduct in-person customer workshops in your market

• Opportunities for professional growth

• Collaborative work culture

• Commitment to equal opportunity employment