Engagement Manager

Job Description

Job Description

Are you ready to lead high-impact customer engagements from kickoff through post-implementation while helping customers turn business needs into meaningful outcomes?

At Naviant , our mission is to partner with organizations to reimagine how work gets done, combining deep industry expertise, intelligent technology, and a human-centered approach to deliver measurable outcomes. Our vision is simple yet ambitious: Reimagine work through automation, AI, and data, freeing people to focus on what truly matters.

We are seeking a detail-oriented, customer-focused Engagement Manager to lead multiple customer projects and managed services engagements while combining disciplined project management with practical business consulting skills. This role is primarily anchored in engagement and project management, with consulting capabilities that help customers better understand their needs, identify use cases, prioritize opportunities, and connect project work to measurable business value.

As the day-to-day customer point of contact, you will own engagement execution, coordinate across technical and internal teams, manage scope, timelines, resources, risks, communication, and financial health, and facilitate customer conversations that clarify needs and priorities. Success in this role is measured by delivery health, customer confidence, communication quality, resource coordination, financial visibility, and the ability to surface meaningful guidance and opportunity areas that improve value realization across customer engagements.

• Develop a strong understanding of Naviant’s delivery model, customer engagement approach, project management processes, & consultative engagement approach.

• Build relationships with customers, technical resources, operations, sales, account stakeholders, & leadership.

• Learn active projects, engagement workflows, project documentation standards, governance expectations, & reporting requirements.

• Become familiar with CRM, project management, & work management platforms used to support delivery execution, financial tracking, & customer communication, including Monday.com & Salesforce.

• Establish credibility through strong organization, responsiveness, communication, customer focus, & attention to detail.

• Independently manage multiple customer projects and/or managed services engagements from kickoff through delivery, maintaining clear scope, deliverables, milestones, timelines, owners, dependencies, risks, & decision points.

• Monitor budgets, utilization, forecasted versus actual effort, resource capacity, & overall engagement health while maintaining accurate project documentation & reporting.

• Proactively identify delivery risks, blockers, dependencies, & scope concerns while driving timely resolution, escalation, & transparent customer communication.

• Facilitate customer & internal meetings, including kickoff, status reviews, planning sessions, prioritization discussions, discovery conversations, & project closeouts.

• Facilitate discovery & business process conversations to understand customer goals, challenges, use cases, & opportunity areas, & translate customer needs into clear internal asks for delivery teams.

• Help customers clarify priorities, define project objectives, & connect delivery work to business value while partnering with technical & consulting resources to ensure recommendations are realistic & actionable.

• Support renewal, expansion, & follow-on opportunities by identifying customer needs, recurring challenges, & future-state opportunities within active engagements.

At 90 Days and Beyond: Driving Impact

• Consistently deliver projects & engagements on time, within agreed scope & budget, & aligned to customer expectations, quality standards, & intended business value.

• Serve as a trusted advisor & primary point of contact across multiple customer engagements, creating a clear & consistent customer experience.

• Drive accountability across project execution, budgeting, documentation, utilization tracking, resource coordination, issue resolution, & financial visibility.

• Provide clear project updates & business guidance to technical, non-technical, operational, & executive stakeholders, helping customers understand progress, decisions, priorities, risks, & business impact.

• Ensure internal teams receive timely context, priorities, decisions, & direction needed to execute effectively & keep delivery aligned to customer goals.

• Identify & help prioritize customer use cases, process improvement opportunities, workflow optimization needs, adoption considerations, & follow-on value opportunities based on customer goals & recurring challenges.

• Contribute to continuous improvement of project governance, delivery standards, templates, tools, & team processes while sharing lessons learned & best practices across engagements.
  

Project & Engagement Execution

Demonstrated ability to manage multiple concurrent engagements through effective prioritization of active and backlog customer projects. Brings experience developing project plans, managing scope, timelines, milestones, dependencies, and deliverables while ensuring consistent execution and quality outcomes. Proactively identifies risks and drives resolution to keep work moving forward.

Financial & Operational Accountability

Strong experience managing project budgets, tracking forecasted versus actual hours and costs, and maintaining overall financial health across engagements. Demonstrates strong organizational skills and attention to detail across reporting, documentation, utilization management, and operational execution. Comfortable working within CRM and project management platforms to support delivery and financial tracking.

Customer Partnership & Communication

Builds trusted customer relationships through collaborative, proactive, and organized communication. Effectively manages expectations, facilitates productive meetings, delivers concise project updates, and addresses issues directly to support successful customer outcomes. Communicates effectively with both technical and non-technical audiences.

Cross-Functional Collaboration & Engagement Excellence

Collaborates effectively across technical teams, operations, sales, leadership, and peers to drive successful engagement outcomes. Supports prioritization, coordination, and alignment across multiple stakeholders while contributing to a collaborative, team-oriented environment focused on customer success.

Continuous Improvement & Organizational Effectiveness

Brings a proactive, solutions-oriented mindset focused on improving processes, tools, and team effectiveness. Shares lessons learned and best practices while supporting operational excellence, ongoing learning, and continuous improvement. Demonstrates accountability, adaptability, and strong execution in a fast-paced, customer-focused environment.

At Naviant, we believe in taking care of our people, both professionally and personally. As a fully remote company, we offer an engaging and supportive culture that prioritizes work-life balance.

• Comprehensive Health, Dental, & Vision Insurance

• Employer Paid Disability & Life Coverage

• 401k & Match Program

• Generous Paid Time Off

• Flex Spending Plans & Dependent Care

• Monthly Home Office Allowance

• Volunteer Time Off

• Charitable Giving Program

• Lifestyle Spending Account

• Employee Assistance Program, Parent Program, Wellness Initiatives, Virtual Gatherings, Employee Discount Program, Annual In-Person Celebration Week, and more!

Employees must reside in the U.S. and be authorized to work in the U.S.
Sponsorship is not provided.

Naviant is an Equal Opportunity and E-Verify employer seeking a diverse and talented workforce.
E-Verify Notice

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