Engagement Lead, Extended Services
Remote · United States
Job Summary
Engagement Lead on the Managed Services team responsible for clearly articulating client requirements, leading customer engagements, managing scope and budget, and serving as the primary client point of contact. You will collaborate with Solution Leads and Consultants on delivering SOWs, facilitate discussions and solution demonstrations, coordinate status and forecasting, support change management, and ensure service excellence. Travel may be required. Strong focus on cross-functional collaboration, data-driven analysis, and driving customer value within Salesforce ecosystems (Revenue Cloud, Sales Cloud, Service Cloud, Experience Cloud, MuleSoft, Tableau/CRM).
Required Qualifications
- 5+ years of experience in customer-facing roles
- 5+ years of experience in the field of client success or equivalent, in improving customer satisfaction, adoption, and loyalty
- Experience to secure and maintain professional work relationships and interact with clients at all levels (experience with C-Suite executives is an asset)
- Experience matching user requirements to Salesforce solutions
- Previous experience working cross-functionally with technical and non-technical resources
- Experience analyzing data and identifying opportunities to drive meaningful standardization of data and processes regionally and/or globally
- Self-starter with ability to take initiative and drive results
- Highly organized with the ability to manage and prioritize while simultaneously working both collaboratively and independently
- Excellent communication skills, both verbal and written, and the ability to translate technical subject matter to non-technical audiences
- Agile and can work well in environments where objectives and priorities are reviewed and assessed regularly
- Ability to understand varying client needs and respond flexibly and creatively, working with internal resources to recommend and implement the highest ROI
- Collaborative approach, working together as a team to drive value in every interaction and implementation
- Creative problem-solving in the way we solution with customers and work with teammates
- Commitment to trust, operating in a fun, open, and ethical environment
- Results-focused mindset with ownership of critical metrics
- Passionate about what you do, why you do it, and the impact it has on customers, employees, and partners
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