Client Engagement Partner

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

📋 Description

• Act as the primary liaison for designated banking clients, fostering trusted relationships with key stakeholders, including senior executives.

• Comprehend clients’ business objectives, challenges, and strategic goals, aligning Candescent software solutions to meet their requirements.

• Proactively resolve client concerns, deliver timely solutions, and maintain high levels of client satisfaction and trust.

• Advocate for clients within the organization and relay client feedback for product development, service enhancements, and roadmap planning.

• Assist the Digital Strategy Manager in identifying opportunities for cross-selling, upselling, and co-innovation.

• Oversee program-level delivery, encompassing scope definition, implementation strategies, timelines, and resource coordination.

• Track project timelines, budgets, and deliverables effectively.

• Lead cross-functional teams across Product, Engineering, Support, and Operations from the onboarding phase through expansion.

• Address delivery challenges as the program escalation point, communicating impacts and solutions to senior stakeholders.

• Supervise technical implementations, including core banking integrations, teller system upgrades, and digital self-service launches.

• Prepare and conduct regular account reviews.

• Monitor delivery metrics such as on-time/on-budget performance, support backlog, mean time to resolution, CSAT, and NPS.

• Facilitate executive touchpoints, including QBRs, roadmap reviews, and check-ins.

• Track account health, risks, and dependencies using CRM and collaboration tools; provide insights, mitigate risks, and escalate issues.

⛳️ Requirements

• Bachelor’s degree in Business, Finance, or a related field is required; a Master’s degree is advantageous.

• 3–6+ years of experience in client leadership, program management, engagement management, or implementation delivery within SaaS, fintech, or financial services technology.

• Demonstrated ability to lead multi-phase, large-scale projects involving technical implementation, stakeholder management, and post-launch support.

• Expertise in project management and the coordination of cross-functional teams.

• Capability to manage competing priorities and multiple complex programs simultaneously while ensuring high client satisfaction.

• Strong familiarity with core banking platforms, SSO/API integrations, digital onboarding, and teller infrastructure upgrades is preferred.

• Comprehensive knowledge of financial services, digital transformation, and customer experience trends in retail and commercial banking.

• Experience with Agile, Waterfall, or hybrid project delivery methodologies.

• Proficient in using Jira, MS Project or Smartsheet, and Salesforce.

• Analytical mindset with robust problem-solving skills and keen attention to detail.

• Executive presence and excellent communication skills for interactions with C-level executives, effectively translating technical details into business value.

• Willingness to travel as necessary to meet clients and participate in industry events.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and career advancement.

• Flexible work arrangements and a supportive work environment.

• Engaging company culture with team-building activities.