Engagement Director – Insurance, Financial Services Industries
Auxo Commercial
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $140,000 - $165,000 per year
Job Level
Lead
About the role
- Manage a portfolio of client projects within specific practice areas, such as financial services, insurance, and more.
- Serve as the primary point of contact for clients, taking them through the entire project lifecycle, from contract creation to product release.
- Identify and understand client needs, develop and execute client strategies, and ensure the delivery of solutions that align with their business requirements.
- Act as an escalation point for project risks, dependencies, and general project delivery concerns.
- Develop and maintain project budgets, overseeing financial aspects from the initial sales phase to the final delivery.
- Provide clients with advice on various business matters, including strategy, software solutions, and long-term project plans.
- Engage with clients to identify opportunities for upselling and cross-selling our services within existing engagements.
- Develop and implement organized sales processes to optimize pipeline management.
- Build and maintain relationships with clients that lead to new business prospects and opportunities.
- Recruit and mentor team members, fostering professional growth and collaboration.
- Engage in regular communication with leadership with regards to project updates.
Requirements
- Bachelor's degree in a related field and at least 4+ years of professional experience working in Custom Software Solution delivery.
- At least 4 years of experience as the primary owner of client relationships and experience in a consulting or professional services role along with experience in enterprise-level custom software delivery.
- Experience in the Insurance/Insurtech or Financial Services/Fintech Software Solutions industries required.
- Project Management experience is preferred.
- Experience navigating client relationships in a remote environment.
Benefits
- Medical, Dental, and Vision Insurance.
- Life, Short Term Disability, and Long Term Disability Insurance;
- accrued time off (25 days/year), paid holidays;
- annual target bonus;
- Company sponsored 401(k) plan;
- Monthly wellness/tech stipends.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
project managementcustom software deliverybudget managementclient strategy developmentsales process optimizationrisk managementdependency managementsoftware solutionsupsellingcross-selling
Soft skills
client relationship managementcommunicationmentoringcollaborationproblem-solvingstrategic thinkingorganizational skillsleadershipprofessional growth facilitationadaptability
Certifications
Bachelor's degree