Engagement Manager (SaaS Implementation)
New
This is a remote position and could have travel throughout the United States and or Canada, or other locations.Full-TimeMiddle
Salary$90,000 — $150,000 USD
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Job Details
- Experience
- 3+ years in client services or account management, 2+ years in SaaS platform onboarding, 5+ years in a customer-facing role.
- Required Skills
- Project ManagementAgileAccount ManagementCRMData analytics
Requirements
- Bachelor's degree in Business Administration, Management, or related field.
- 3+ years in client services or account management.
- 2+ years in SaaS platform onboarding.
- 5+ years in a customer-facing role.
- Expertise in SaaS platform configuration and customization.
- Experience with customer relationship management (CRM) systems.
- Knowledge of data analytics and reporting tools.
- Familiarity with issue tracking and resolution software.
- Competence in workflow automation tools.
- Skill in facilitating virtual meetings using web conferencing platforms.
- Understanding of user onboarding tools and best practices.
- Willingness to travel up to 50% of the time.
Responsibilities
- Own and drive the full project lifecycle for SaaS solution launches, from kickoff through Go-Live and post-launch review.
- Develop detailed project plans, timelines, and responsibility matrices.
- Lead project meetings, assign action items, and hold contributors accountable for deliverables.
- Act as the primary point of contact for dealer partners, guiding them through technical and operational requirements.
- Establish clear communication channels and escalate/resolve project bottlenecks.
- Maintain meticulous project documentation, including requirements, agreements, and status reports.
- Apply project management methodologies like Agile or Waterfall to ensure disciplined execution and risk mitigation.
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