Senior Delivery Manager (DM) — Enterprise Client Engagements

The Senior Delivery Manager (DM) owns the end-to-end execution, commercial alignment, and executive relationship management for our client-facing deployment Pods. In this role, you will lead engagements across top-tier accounting firms, guiding them through discovery, defining the roadmap for custom AI agent implementations, and ensuring successful operationalization.

You will lead cross-functional Pods of Senior Forward Deployed Engineers (FDEs), managing the engagement lifecycle from initial Discovery and Statements of Work (SoWs) through to production rollout and platform adoption. This position requires an equal balance of program delivery rigor, commercial acumen, technical fluency, and executive client management.

Key Responsibilities

• End-to-End Engagement Ownership: Direct the entire engagement lifecycle across assigned accounting firms,establishing timelines, governance, milestone tracking, and risk mitigation strategies.
• Discovery & SoW Authoring: Lead structured discovery workshops with accounting firm leadership to uncover high-impact use cases; author comprehensive Statements of Work (SoWs) defining scope, technical deliverables,and success metrics.
• Solution Prototyping & Technical Scoping: Leverage a working knowledge of low-code/no-code automation platforms to assess technical feasibility, prototype initial workflow concepts during discovery sessions, and translate client requirements into concrete technical specifications for FDEs.
• Pod Leadership & Resource Orchestration: Drive delivery across a dedicated Pod of 2–3 Senior FDEs, ensuring high velocity, engineering quality, and adherence to client objectives.
• Executive Stakeholder Management: Serve as the primary strategic partner and escalation point for accounting firm executives, establishing trust and aligning implementation goals with broader business objectives (including IES adoption).
• Product & Program Synergy: Synthesize cross-firm trends and delivery blockers, feeding structured insights to internal product leadership and managers to refine platform usability and delivery methodology.

• Experience: 8+ years of progressive experience in technical program management, professional services delivery,or management consulting within enterprise technology environments.
• Scope & Governance Mastery: Demonstrated track record of leading complex technical discovery phases,drafting precise SoWs, and managing scope trade-offs and client expectations.
• Technical & Product Fluency: Ability to engage credibly with engineering leads and FDEs on API integrations,platform constraints, and agent architectures; strong foundational knowledge of product management practices.
• Low-Code / Workflow Literacy: Prior experience working with or configuring enterprise low-code/no-code automation tools, workflow builders, or integration platforms (e.g., Zapier, Make, Power Automate, Retool,ServiceNow, or similar agent platforms) with an understanding of logic flows, webhooks, and REST APIs.
• Executive Presence: Exceptional communication, negotiation, and conflict-resolution skills with senior executives and external decision-makers.
• Education: Bachelor’s degree in Business, Computer Science, Engineering, or a related field; PMP, CSM, or equivalent delivery certifications are advantageous.

Preferred Qualifications

• Experience overseeing professional services engagements in the accounting, financial services, or ERP domains.
• Direct experience managing Pod-based delivery models rotating across multiple concurrent enterprise clients.
• Background partnering with software vendors deploying platform solutions into channel-partner networks.