Senior Engagement Manager

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

📋 Description

• You will manage the entire project lifecycle for a portfolio of onboarding initiatives: creating project plans and work breakdown structures, conducting status reporting, and maintaining communication rhythms with executive sponsors, while proactively recognizing and addressing implementation risks before they impact timelines or relationships.

• You will ensure cross-functional project teams meet milestones and quality expectations through credibility and influence, and you will contribute to developing methodologies that elevate the standards for the broader Implementation team as Clutch's product and customer base expands.

• Within 1 month, you will:

• - Acquaint yourself with Clutch's implementation methodology and the credit union/banking sector, laying the groundwork for achieving customer outcomes through principled judgment rather than relying solely on a fixed playbook.

• - Start managing your initial engagements, grasping each customer's business objectives and the current status of their projects.

• - Build initial rapport with customer stakeholders and your internal project team collaborators.

• - Become familiar with the entire portfolio you will oversee and assess its current progress against milestones.

• Within 3 months, you will:

• - Drive onboarding initiatives across your complete portfolio of clients, collaborating with the project team to recommend best practices that meet each customer's business goals.

• - Create comprehensive project plans and work breakdown structures that instill urgency and hold both client and internal teams accountable to deadlines and quality of work.

• - Generate weekly status reports and communication strategies for executive sponsors and internal/external project teams.

• - Identify implementation risks proactively and address them before they affect timelines or customer satisfaction.

• - Cultivate strong, trust-based relationships with customer stakeholders.

• - Bring clarity and structure to uncertain or undefined scenarios without needing direction.

• Within 6 months, you will:

• - Implement projects in close collaboration with clients' executive sponsors, facilitating milestone meetings (both onsite and virtual) and creating new project artifacts as required.

• - Monitor detailed engagement scope, collaborating with customers to estimate and manage change orders when scope adjustments occur.

• - Develop extensive expertise in the credit union sector and Clutch's products, becoming a trusted advisor who prescribes solutions rather than merely facilitating processes.

• - Coach and mentor project team members to elevate performance standards both internally and with clients.

• - Actively participate in refining the practices and methodologies that support the Implementation team’s growth.

⛳️ Requirements

• 5+ years of experience in engagement management, professional services, or implementation project management, preferably in enterprise SaaS or fintech.

• A consultative background with experience in identifying fundamental business issues to offer practical recommendations instead of simply following directives.

• Strong product instincts with a genuine desire to gain deep knowledge of the Clutch platform, enabling you to guide customers confidently on product-related inquiries.

• A proven history of independently managing a complete implementation or project lifecycle, including making tradeoff and sequencing decisions yourself, rather than merely executing another's plan.

• A proactive mindset: genuinely motivated by creating structure and processes where none previously existed, rather than relying on an established playbook.

• Comfort operating with considerable autonomy and limited formal support; a "figure it out" attitude combined with the discernment to recognize when to seek assistance.

• A perspective that leverages AI as a practical tool to continually enhance your processes and project execution rather than treating it as a mere novelty.

• Demonstrated ability to hold cross-functional partners accountable for deliverables and quality without formal authority over them.

• Experience managing executive-level stakeholders: comfortable building trust and engaging with VP and C-level customer stakeholders as a trusted advisor, not just a project executor.

• Hands-on experience with enterprise software implementation using both waterfall and agile methodologies.

• Sound judgment regarding risk and scope.

🏝️ Benefits

• Remote Flexibility: Enjoy the freedom to work remotely from anywhere, allowing for a seamless balance between your personal and professional life.

• Unforgettable Off-Sites: Twice a year, strengthen relationships with colleagues in exciting locations, fostering teamwork and innovative ideas.

• Paid Time Off: Benefit from flexible PTO days each year for relaxation and rejuvenation.

• Stock Options: By joining us, you will gain a stake in our success, as stock options are included in your compensation package.

• Home Office Setup: Design your ideal workspace with a dedicated budget for essential home office equipment.

• Work Trip Budget: Enhance your personal and professional development with a budget allocated for work-related travel and co-working.

• Health Coverage: Prioritize your well-being with comprehensive health and dental insurance plans.