Engagement Manager
Job Type
Full Time
Workspace
Remote - US
About the Role
- We are looking for tech-savvy professionals who know Salesforce inside and out. The Engagement Manager (EM) is a leader at Platinum River INNOVATIONS and is paramount to client success. On behalf of the client, the Engagement Manager serves as the primary point of contact, ensuring the successful delivery of projects that align with business objectives and create measurable value.
On a day-to-day basis, the EM is responsible for overseeing project delivery at a high level, ensuring scope, timelines, and budgets are met while maintaining a focus on quality outcomes. The EM identifies opportunities for growth within accounts, combining strategic relationship management, project oversight, and team collaboration to foster retention and drive long-term client success. Furthermore, the EM may mentor and grow other team members’ capabilities in the engagement domain.
Responsibilities:
- Act as the primary point of contact for clients, building strong and trusted relationships.
Partner with client stakeholders to understand business needs and translate them into actionable project plans.
- Oversee project delivery, ensuring scope, timelines, budgets, and quality standards are met.
- Collaborate with the technical team to align resources with client objectives.
- Monitor engagement health, proactively addressing risks and challenges.
- Drive client success and adoption of solutions, ensuring measurable business outcomes.
- Identify opportunities for account growth and partner internally to expand services.
- Provide executive-level updates and reporting to both clients and internal leadership.
Embrace and embody Platinum River INNOVATIONS’s Core Values:
- Business Outcomes
- Service Orientation
- Innovation Driven
- Career Development
Requirements
Competencies:
Demonstrated command of Agile/Scrum methodology is required.
Advanced verbal and written communication skills with a focus on being clear and concise.
Experience with client and team leadership.
Strong business and problem-solving skills.
Experience with leading AI projects.
Comfortable utilizing AI tools for project management and process efficiency.
Education and Experience:
5+ years of experience in consulting, client engagement, or project/account management within enterprise technology.
Minimum 2+ years experience with Salesforce. Financial Services Cloud experience is preferred.
2+ years working with Financial Services Organizations, Insurance/Wealth preferred
Proven success managing complex client relationships and multi-phase technology implementations.
Demonstrated track record of driving client satisfaction, delivering business outcomes, and expanding account partnerships.
Travel:
Ability to travel to client site (if needed)
Ability to travel to company/industry events (if needed)
Benefits:
Profit Sharing
Medical, Dental & Vision Insurance
Population Health Plan
401(k) plan with company match
Flexible work options
Paid holidays
Responsible Time Off (RTO)
Platinum River INNOVATIONS is an equal opportunity employer that celebrates diversity and provides an inclusive work environment. We consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Indigenous status or any other factors considered discriminatory. We try our best to accommodate any candidate taking part in the selection process upon request.
By submitting your information, you confirm that you agree to the storing and processing of your personal data by Platinum River INNOVATIONS.
About the Company
At Platinum River INNOVATIONS, we believe that PEOPLE are our key differentiator. As our strongest asset, our team is what makes us special and allows us to build long term value with our clients. We are a rapidly growing Salesforce consulting partner, focusing on achieving client outcomes through bringing INNOVATIONS to our clients in all 3 engagement modes: strategy, implementation, and managed services.
Our EXPERIENCED team sets us apart by continually solving complex challenges, creating value for our clients, employees, and partners that they cannot find anywhere else. Through business acumen, industry knowledge, and deep technical expertise, Platinum River INNOVATIONS is a trusted Salesforce partner committed to remarkable client experiences and outcomes.
As a new, up-and-coming Salesforce partner, our leadership team drives outcomes by utilizing 25+ years of experience in the insurance industry, and applying it to our company vision: Add Stakeholder (Employee, Client, and Partner) Value. We have a solid foundation, and are rapidly expanding. We need talented professionals who are eager to build their careers and grow with us.