Drive the Onboarding efforts of new and existing customers by understanding business objectives and partnering with the project team to prescribe best practice recommendations in order to achieve those goals
Develop detailed project plan schedules and work breakdown structures to ensure project team accountability for milestone dates and work quality
Create comprehensive weekly status reports and communication plans to executive sponsors and internal/external project teams
Proactively identify implementation risks and mitigate them effectively and efficiently
Quickly establish/nurture rapport and a positive relationship with customer stakeholders
Execute implementation projects while partnering closely with clients’ Executive-level project sponsors
Deliver on these engagements which includes driving milestone meetings (onsite and virtual), customizing and developing new project artifacts and ensuring high levels of impact and client satisfaction with the services rendered
Track detailed scope of engagement and when applicable work with the customer to estimate scope change/additions and execute change order(s)
Develop and maintain a deep understanding of Credit Unions to be a trusted thought leader and advisor with your customers
Coach and mentor project team members to facilitate improved teamwork both internally and with the client
Participate in establishing practices, templates, policies, tools, and partnerships to expand and mature the capabilities of the team.
Help design methodologies, templates, and collateral to deliver new Clutch products effectively.
Requirements
Proven experience as an Engagement Manager (or similar role) managing enterprise software implementations and customer relationships.
Strong communication and presentation skills; confident engaging with technical and executive stakeholders.
Ability to translate complex business or technical problems into clear, actionable solutions.
Experience leading cross-functional initiatives and delivering measurable results for multiple customers simultaneously.
Skilled at bringing structure to ambiguity, designing scalable processes, and thriving in a fast-paced environment.
Passion for product mastery, customer success, and contributing to a high-growth company.
Benefits
Remote Flexibility: Enjoy the freedom of remote work from anywhere, balancing life and career seamlessly.
Unforgettable Off-Sites: Twice a year, bond with colleagues in exciting destinations, fostering teamwork and fresh ideas.
Paid Time Off: Enjoy flexible PTO days yearly for relaxation and rejuvenation.
Stock Options: Joining us means having a stake in our success, so you'll receive stock options as part of your compensation package.
Home Office Setup: Create your ideal workspace with a dedicated budget for home office essentials.
Work Trip Budget: Grow personally and professionally with a budget for work-related trips and co-working.
Health Coverage: Prioritize your well-being with comprehensive health and dental insurance plans.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.