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Overview of the Role
Partnered with a Client Partner (Services Salesperson), the Engagement Director leads both pre and post-sales activities. They are the delivery expert across the portfolio of products, responsible for developing and articulating comprehensive implementation proposals. They will then maintain the executive relationships and act as a main contact within these engagements in a billable capacity, ensuring tight alignment, offering proactive and prescriptive advice resulting in outstanding Customer Success. This may include the following:
Pre-Sales alignment
Project kickoff
Bringing industry expertise and perspective
Drive better outcomes through extensive platform expertise
Deep understanding of Salesforce platform and solutions
Engagement planning and alignment to customer objectives
Regular customer sponsor check ins
Services Renewal management
Ensure project operational compliance
Executive Relationship building
Your Impact
Deliver high client satisfaction (CSAT) by consistently meeting/exceeding goals and metrics
Ensure business value is realized (directly and indirectly) for each customer engagement that concludes with fully satisfied clients that are willing to be referenced for new potential clients
Bring standard methodologies to each engagement through your deep platform expertise by providing the Professional Services team with Subject Matter Expertise related to the proposed solution and client needs in order to ensure successful project delivery
Positively impact client Services renewals (when applicable) by aligning customer success with professional services roadmap.
Align closely with Account and Services Sales team by leading pre-sales activities such as the development of client-specific proposals, SOWs, staffing plans, engaging with SMEs across the organization to gain consensus on an acceptable proposal
Where appropriate and required for Customer Success, providing direct oversight to the project team during the full lifecycle of the engagement, acting as the point of contact for both the customer and Salesforce delivery teams
Successfully manage multiple strategic clients simultaneously
Recognized as a valuable and trusted advisor by our customers and other members of Salesforce and continue to build a reputation for excellence in professional services
Inspire people to do the best work of their careers, being a multiplier, amplifying the knowledge and capability of the people around you while continuing to provide an inclusive workplace as one of Best Places to Work.
Show continued professional growth and development
Act as an advisor on complex issues and engagements, exercising discretion and latitude in reaching critical goals.
Lead cross-functional teams and mentors others
Manage to a minimum billable util target
Partner with the Go-to-Market Team (Services Sellers) to drive continued growth of services
Proactively mitigate and manage critical issues and at-risk accounts; communicate effectively and appropriately with internal and external leaders and executives
Required Qualifications
7+ years of direct experience delivering and/or overseeing solutions on the Salesforce Platform.
10+ years’ experience delivering consulting services, including team leadership and active involvement in selling professional services, including Advisory engagements
Previous experience managing professional service delivery for a software company (SaaS preferred)
Degree or equivalent relevant experience required. Experience will be evaluated based on the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
Ability to travel; up to 50%
Preferred Requirements
7+ years’ operating in a pre-sales environment, shaping and scoping large and complex implementation projects
7+ years of enterprise-level project or program management experience
Salesforce Application and/or System Architect certifications
Demonstrated technical and/or functional proficiency, and ability to engage with architects or SMEs into pre-sales activities.
Extremely strong written and verbal communication skills, executive level presence and experience in working in a client advisory role
Demonstrated ability to influence a group audience, facilitate solutioning and lead discussions such as implementation methodology, Road mapping, Enterprise Transformation strategy, and executive-level requirement gathering sessions
Proven ability to build strong working relationships across multiple functions/levels; adept at mediating conflict and fostering healthy dialogue
Understands cloud-based technologies; translates customer/business requirements into business solutions (and successfully positions with customers)
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Posting Statement
does not accept unsolicited headhunter and agency resumes.
For New York-based roles, the base salary hiring range for this position is $185,500 to $293,900. For Washington D.C based roles, the base salary hiring range for this position is $185,500 to $268,900. For Maryland based roles, the base salary hiring range for this position is $185,500 to $268,900. For Illinois based roles, the base salary hiring range for this position is $168,600 to $268,900. Compensation offered will be determined by factors such as location, level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, benefits. More details about our company benefits can be found at the following link:These jobs might be a good fit