Finance Services Engagement Manager
Infosys Technologies
Job DescriptionSenior Operations Manager - Finance Services Engagement Manager Location: Houston, TXOn-SiteAs a senior Operations Manager in an Engagement Manager role, the responsibilities are as below:Identify, evaluate, and pursue new business opportunities within existing and prospective client accounts.Provide strategic account intelligence and recommendations to support proactive client engagement and revenue growth.Develop proposals, Statements of Work (SOWs), and business solutions in partnership with Procurement, Legal, Finance, and Delivery teams.Assess customer business requirements and align organizational capabilities to deliver value-driven solutions.Conduct competitive analysis and market assessments for assigned client portfolios.Client Relationship ManagementBuild and maintain relationships with senior client executives and key stakeholders across multiple business functions.Lead executive meetings, customer visits, governance reviews, and engagement activities.Serve as the primary point of contact for portfolio performance reviews, escalation management, and risk mitigation activities.Monitor customer satisfaction metrics and implement service improvement initiatives based on customer feedback.Coordinate participation in industry events, conferences, and client engagement activities that strengthen strategic partnerships.Collaborate with Delivery Management, Finance, Legal, and Service Line leadership to resolve customer concerns and improve account performance.Leadership & People ManagementManage and oversee teams supporting assigned accounts, programs, and operational initiatives.Assign work, establish goals, monitor performance, and ensure successful execution of client commitments.Provide technical and managerial guidance to solution development and delivery teams.Support employee development through coaching, mentoring, training programs, and performance management processes.Participate in recruiting activities, including leading interview panels for senior-level positions.Provide recommendations regarding promotions, transfers, developmental opportunities, and performance improvement actions.Facilitate executive-level meetings to identify and develop new business opportunities.Provides leadership and direction to Senior Project Managers, Technology Architects, Principal Consultants, Technology Leads, and delivery teams supporting customer programs.Acts as a strategic advisor to internal and external stakeholders.Drives customer growth, operational excellence, and long-term account success through effective governance and relationship management.Works closely with senior organizational leadership to align operational strategies with business goalsExpand organizational presence across client business units and departments through strategic account planning.Understand customer challenges and collaborate with internal teams to develop solutions that address business objectives.Evaluate business opportunities based on customer needs, organizational capabilities, and delivery readiness.Direct teams in solution definition, business case development, and strategic customer engagement.Operational Management & GovernanceExercise decision-making authority over day-to-day finance operations, account management, and program execution.Establish project objectives, schedules, budgets, quality standards, and performance targets.Develop and execute operational action plans to support customer and business objectives.Monitor team performance and ensure deliverables meet customer requirements and contractual obligations.Conduct weekly and bi-weekly status reviews, performance assessments, and progress meetings.Provide feedback on assignments and deliverables to maintain alignment with customer expectations.Oversee contract administration activities, including contract maintenance, scope changes, governance requirements, and legal documentation.Lead risk management, compliance monitoring, and escalation resolution activities.Basic QualificationsBachelor’s degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education. At least 9 years of experience in job description.Preferred skills and experience Strategic account management and client relationship managementProposal development and contract managementCustomer success and stakeholder engagementRisk management and escalation managementTeam leadership and people managementSupply chain and procurement domain knowledgeCross-functional collaborationWork LocationHouston, TX CountryUSAState / Region / ProvinceTexasCompanyIBPO USA Interest GroupIBPO USA DomainOthers (Please specify in the Requisition notes)Job RoleOperations Manager - Finance & Accounting - USAuto req ID: 151684BR
$180k - $220k
...improve speed, efficiency, and measurable ROI across shared services, finance, IT, HR, customer service, and industry-specific operations.... ...solution strategy, pursuit leadership, and executive relationship management, this leader shapes how capabilities are packaged,...SuggestedWork at office- EPIC Insurance Brokers & Consultants seeks an Assistant Client Manager to support Producers, Client Advocates, Client Executives, and the account team in delivering client service throughout renewals and policy periods on a charter schools book. The role offers a hybrid...SuggestedWork at office
$225k - $240k
Oliver Wyman - Commercial Effectiveness and Private Capital Engagement Manager / Principal Join Oliver Wyman’s Private Capital and Value Creation... ...to identify high‑impact levers. Upskill a PE‑owned B2B services organization to renegotiate 100+ customer contracts for...Suggested$107k - $214.5k
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of... ...from our Microsoft MVPs. Industry experts, Tax specialists or Managed Technology and Application services teams. Key Responsibilities...SuggestedFull timeWork experience placementInternshipWork at officeLocal area- CliftonLarsonAllen is seeking Accounting Consultants (Engagement Directors) for its Client Accounting and Advisory Services in Houston, Texas. The role involves serving as interim accounting resources for clients, focusing on flexibility and client service. The ideal candidate...SuggestedInterim roleFlexible hours
- ...top 10 national professional services firm where our purpose is to... ...hire Accounting Consultants (Engagement Directors) for our Client Accounting... ...industries on accounting, finance, tax, and audit roles (... ...Controller, Financial Reporting Manager, Internal Audit Manager, etc....Hourly payWork experience placementInterim roleFlexible hours
- CLA (CliftonLarsonAllen) is hiring Accounting Consultants (Engagement Directors) in Houston, TX to provide flexible and impactful accounting support for clients. Ideal candidates will have ten years of relevant experience and a passion for financial consulting. This role...Interim roleFlexible hours
$78.8k - $145.13k
...our products, education, and services, MedInsight is making an... ...for healthcare cost and care management. MedInsight is a subsidiary... ...retirement funding and healthcare financing, enterprise risk management... ...clients through regular engagement, identifying opportunities to...Full timeWork experience placementRemote workFlexible hours- ...for the role of SVP, Client Service Executive to join our Corporate... ...municipal bonds, structured finance, project finance, and loan syndications... ...by safeguarding assets, managing complex payment flows, and... ..., build loyalty, and expand engagement opportunities.Monitor and...WorldwideFlexible hours
- EPIC Insurance Brokers & Consultants is seeking a Client Manager to support Producers, Client Advocates, Client Executives, and Senior Client Managers. You will manage client service delivery for a book largely comprised of Charter Schools, focusing on commercial property...Work at office
- Overall IT experience, The Customer Engagement Manager (CEM) is the primary onsite engagement leader and client interface, responsible for... ...functions Capture and act on feedback to continuously improve service quality Domain Alignment (Group Retirement) Develop strong...
- ...President, Client Processing Manager - Loans EnablementAt BNY, our... ...As a leading global financial services company at the heart of the... ...Together, we power the future of finance - and this is what #LifeAtBNY... ...overall client experience. Engage with clients to resolve...Work at officeLocal areaWorldwideFlexible hours
- ...systems and enable innovation. As a Client Engagement Director, you will be at the forefront... ....What You’ll DoClient Relationship Management & Business DevelopmentDevelop and manage... ...strategies and action plans for consulting services and solution offerings that drive sales...For contractorsWork at office
$122k - $240.5k
...where you will help shape the future of finance. As part of Deloitte’s Finance Operate... ...accounting challenges through scalable managed services solutions. Leveraging Deloitte’s industry... ...and delivery teamsLead or support engagement mobilization and ongoing delivery, including...Local area$99k - $232k
...Description & SummaryThe OpportunityAs a Managed Services Revenue Cycle Manager, you will play a... ...meaningfully.In this role within our Finance practice, you will focus on managing financial... ...will also address conflicts or issues, engaging in conversations with clients, team...Full timeH1b- ...Customer Relationship Manager - Capital If you are looking for... ...as well as, True360 and Data Services. At ACV we focus on the Health... ...Consistently and proactively engage with new and existing customers... ...'s degree in business, finance, or a related field preferred...Temporary workLocal area
$89k - $111k
...Experience ManagerCompany:PrologisReal Estate & Customer Experience Manager - Houston A day in the life As a Real Estate and Customer... ...Customer Experience Team (CET) that strives to provide best-in-class service to customers in our Houston Market. Our customer base is...Full time- The service drive manager greets customers and collects information necessary to repair the problems with their vehicle. This includes following... ...do—from automotive retail to vehicle service to automotive finance. As a Fortune 200 company, we’re looking for leaders who are...Local area
- ...closing statement, etc. Report any discrepancies and exceptions to manager. Administration of loan payment and loan disbursement for line... ...and paid off loan processing (collateral release) Process Loan Servicing Requests (system/Code changes, impairment, non-accrual, change...
$99k - $266k
...SummaryThe OpportunityAs a Specialized Tax Services - Energy Incentives & Credits Manager, you will focus on providing tax... ...will address conflicts or issues, engaging in challenging conversations with... ...Bar or other tax, technology, or finance-specific credentials may qualify...Full timeApprenticeshipH1b$141.2k - $278.3k
Position Summary Manager, Strategy, Growth, and Transformation Drive finance transformation across strategy, operating... ...strategy and transformation engagements focused on operating model design... ...for global enterprises. Our services include strategy development, road...Local area- ..., the firm delivers sophisticated legal services while cultivating a collaborative, inclusive... ...Security Client & Vendor Risk Manager leads the firm’s client due diligence program... ...client audits, RFPs, and reviews or client engagement terms.Lead complex vendorrisk...Full timeWork at officeLocal areaRemote workAfternoon shift
- DescriptionSummary: Responsible for managing the firm’s Client Service team, including its staff, daily operations, as well as team engagement with clients and other internal firm departments... ...ably with a degree in business, finance or a related fieldNo certificates or...Full timeWork at officeRemote workWork from homeFlexible hours
$112.1k - $225.5k
...the leading provider of professional services to the middle market globally, our... ...ResponsibilitiesLeads strategic finance and FP&A consulting engagements, supporting clients with financial... ...materials for executive, board, and management audiences.Serves as a primary point...Full timeWork experience placementInternshipLocal area- Houston Symphony Society seeks a Membership Manager to drive donor renewals and acquisitions for gifts under $1,500. You will lead multi-channel campaigns, manage donor communications, and coordinate with the Annual Giving & Membership team to support a thriving donor community...Weekend workAfternoon shift
$289.6k - $398.2k
...between people, machines and data: all in the service of creating the most human processes and... ...by consultative, outcome-based account management. Location: Houston, Texas... ...automation platform to propel the planet’s most engaging customer and employee experiences. We need...Remote work- ...firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and... ...and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of...Full timeContract work
$82.08k - $193.44k
...About the job you're considering We are seeking a Senior Engagement Manager to drive the successful delivery of complex, enterprise-... ...entire breadth of their business needs. It delivers end-to-end services and solutions leveraging strengths from strategy and design...Full timeLocal areaFlexible hours$111.93k
...Assurance (Financial Accounting Advisory Services) (Manager) (Multiple Positions) (1739226), Ernst... ...facing their businesses and finance functions. Provide financial accounting... ...60% of the time over the course of an engagement, project or year. Under our flexible vacation...Full timeTemporary workWork experience placementSummer holidayLocal areaImmediate startMonday to Friday- As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate,... ...managers Managing multiple client service teams on client engagements; plan, execute, direct, and complete tax projects in a wide...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Finance Services Engagement Manager. Be the first to apply!
- project finance manager Houston, TX
- international finance director Houston, TX
- finance hr manager Houston, TX
- financial analyst manager Houston, TX
- head of financial crime Houston, TX
- automotive finance manager Houston, TX
- director of finance and human resources Houston, TX
- global finance manager Houston, TX
- finance accounting manager Houston, TX
- financial manager manufacturing Houston, TX

