Support the account team with pre-sales scoping and discovery activities through Discovery Workshops and pre-engagement planning sessions with the customer
Actively enroll the required staff resources at the right time to maximize impact, utilization and customer outcomes.
Manage and drive competing requests across simultaneous strategic client engagements.
Identify, pull together, and drive project activities of teams from cross-functional and partner sources
Provide insight into Engagement and Client level revenue forecasting for Monthly and Quarterly targets
Manage project to time, budget, and contracted deliverables (including planning, scheduling, milestone reviews, etc.)
Manage project P&L to targeted margin results
Drive project reviews for management and customers
Operate as additional eyes and ears within current accounts to identify and unlock follow-on opportunities.
Create momentum to accelerate delivery and shorten time to value with our customers
Ensure that engagements conclude with delighted clients that are willing to be referenced for new potential clients
Proactively mitigate and handle critical customer concerns and at-risk accounts; communicate optimally and appropriately with internal and external leaders and executives.
Own the escalation response and coordination for active projects and provide mentorship on escalation management to other Professional Services team members
Ensure quality and time management processes are followed by the team (e.g., change controls, time card submissions)
Supports documenting best practices in developing and deploying Smartsheet solutions
Function as a frontline resource for “best practice” and informal customer questions
Liaison with necessary teams within Smartsheet to achieve the above items
Contribute to the development and ownership of the Smartsheet Delivery Methodology
Contribute to engagement delivery standard operating procedures (SOPs) in Seismic
As requested, support the account team with preparing and leading customer Quarterly Business Reviews (QBRs) during and after project execution
Other duties as assigned
Requirements
4+ years of experience in customer-facing positions in a professional capacity ideally at Software or SaaS Provider
At least 2 years of Project and Program Management experience at the enterprise level
2+ years of experience, leading customer-facing engagements in the enterprise space
Management of large billable projects for external customers
Experience with modern services deployment methodologies, with emphasis on software design and development
Use of formal project management tools
Expert-Level Scope control for fixed-fee engagements.
Passion for working with leading-edge, web-based technologies and a desire to understand Smartsheet’s benefits, values, use cases, and business and technical elements
Desire to work in a collaborative environment to promote and improve team performance
Strong analytical skills regarding client and project management issues
Strong organizational skills with an ability to manage competing client demands
Ability to interact and communicate with CxO-level personnel with confidence and clarity
Excellent communications and interpersonal skills
One or more Industry Recognized Certifications Including;
Project Management Professional Certification (PMP)