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Job Information, Inc Engagement Manager - in Hillsboro, Oregon

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Job Category

Customer Success Group

Job Details

SFDO Professional Services is seeking an Engagement Manager (EM) whose primary responsibilities will be supporting pre-Sales activities and performing Engagement Management functions for a portfolio of Professional Services projects. This is a hybrid role in which the job duties span both pre-Sales and post-Sales activities. It demands deep technical expertise, strong soft skills, leadership presence, knowledge of the Nonprofit and Higher Education industries, and the ability to juggle competing priorities in a fast-paced and deadline-driven environment.

Key Responsibilities

Pre-Sales Support

The EM will work with CSG Account Partners (services sales) and Account Teams (product sales) to define, scope, propose, and close SFDO Professional Services opportunities. Responsibilities include but are not limited to:

  • Driving strategic alignment with the customer

  • Understanding customer business requirements

  • Defining desired business outcomes

  • Assessing feasibility

  • Leading discovery

  • Gathering requirements

  • Identifying customer support and training needs

  • Assessing skills requirements for staffing and successful delivery

  • Scoping work packages

  • Coordinating technical and other internal resources

  • Estimating delivery hours

  • Supporting sales presentations

  • Writing SOWs

  • Communicating with customer executives and technical personnel

  • Contributing to Sales-to-Services handoffs

The EM will assure that all the elements of the Sales process, contractual documents, and handoff to Professional Services promote successful customer engagements.

Engagement Management

The EM will manage a portfolio of Professional Services projects and be accountable for their success. Responsibilities include but are not limited to:

  • Establishing a trusted relationship with customer leadership

  • Overseeing delivery to ensure on-track projects

  • Overseeing project-related data to ensure accurate internal and external reporting

  • Participating in customer Executive Steering Committee meetings

  • Managing project escalations

  • Reporting to CSG leadership on project status and key risks

  • Identifying strategic opportunities for future Customer growth

  • Collaborating with internal teams such as Sales, Customer Success, and Industry Solutions to address Customer feedback and pursue strategic opportunities

Position Requirements

This position requires demonstrated success in the following areas:

  • 7+ years delivering professional services

  • Business development in technology consulting services

  • Enterprise-level digital transformation

  • Expertise on the Salesforce Platform

  • Nonprofit and/or Higher Education industry knowledge

  • Technical writing for contracts, specifications, or functional documentation

  • Project scoping and requirements gathering

  • Cross-functional and cross-departmental collaboration

  • Management of multiple, concurrent, deadline-driven work streams

  • Excellent written and verbal communication skills

  • Consultative work style

  • Executive presence

The following certifications are required:

  • Salesforce Administrator

  • Salesforce Sales Cloud Consultant

  • Salesforce Service Cloud Consultant

The following certifications are preferred:

  • Salesforce Nonprofit Cloud Consultant

  • Salesforce Education Cloud Consultant

  • Salesforce Advanced Administrator

  • Salesforce Experience Cloud Consultant

  • Salesforce Marketing Cloud Consultant

  • Salesforce Platform App Builder

  • Salesforce Platform Developer I

For Colorado -based roles: Minimum annual salary of $121,800. You may also be offered a bonus, restricted stock units, and benefits. More details about our company benefits can be found at the following link:

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