Customer Scoping & Planning Manager

Job Summary

A company is looking for a Manager, Customer Scoping & Planning.

Key Responsibilities

• Partner with Sales, Solution Engineering, and Services to scope customer engagements and create actionable implementation plans
• Own processes related to customer scoping and planning, focusing on continuous improvement and AI automation
• Engage with customers throughout the sales process and build customer roadmaps, ensuring alignment between demand and delivery capacity

Required Qualifications

• Experience working with customers and understanding of solutions and delivery models
• Strong skills in Salesforce and Excel
• Proven ability to work effectively across teams and navigate cross-functional dependencies
• Demonstrated experience in applying technology and process to drive efficiency and scale
• Growth-minded with a strong sense of accountability and ownership