Lead Director – Strategic Customer Engagement Operations

This is a fully remote position, open to applicants in California, +4 more states.

📋 Description

• Establish engagement strategies and priorities throughout the client portfolio

• Schedule engagements and meetings to foster relationships towards key milestones

• Coordinate leadership availability and internal resources

• Oversee the planning and preparation of client engagements alongside the AVP of Customer Success

• Set engagement objectives and methodologies

• Identify internal stakeholders and subject matter experts for each phase of engagement

• Assist in discovery and pre-sales discussions with potential clients

• Equip leadership for client meetings through context and relationship briefings

• Document outcomes, meeting notes, action items, responsible parties, and follow-up steps

• Ensure prompt and clear follow-up with clients and internal stakeholders

• Maintain a comprehensive overview of engagement activities across all clients

• Generate regular reports for Customer Success leadership

• Adjust engagement plans as client needs, priorities, and situations change

⛳️ Requirements

• Over 10 years of experience in client engagement operations, business operations, chief of staff roles, or program operations

• Proven experience in supporting complex enterprise pre-sales or prospective client engagements

• Experience in coordinating engagements with senior executives, both internally and externally

• Background in a client-facing role

• Outstanding organizational skills with the ability to manage multiple engagements, priorities, and stakeholders simultaneously

• Capability to convene and align cross-functional teams without direct authority

• Proficiency in operating effectively in a dynamic environment

• Bachelor’s degree or equivalent experience (High School diploma + 4 years of relevant experience)

• Preference for experience in healthcare and/or technology sectors

• Preferred experience in healthcare, healthcare technology, digital health, or enterprise technology

• Desirable experience in supporting complex enterprise pre-sales cycles, strategic pursuits, solution consulting, or technical discovery

• Favorable background in fast-paced, evolving environments where processes and operating models are still being developed

🏝️ Benefits

• Medical coverage

• Dental coverage

• Vision coverage

• Paid time off

• Retirement savings options

• Wellness programs

• Additional resources supporting physical, emotional, and financial well-being

• CVS Health bonus, commission, or short-term incentive program

• Equity award program