Services Engagement Manager

Job Summary

Supporting and optimizing the sales and delivery of professional services, the hybrid Services Engagement Manager will collaborate with cross-functional teams to create service proposals, manage Salesforce workflows, and develop reports and dashboards to monitor key metrics.

Key responsibilities

• Collaborate with Sales, Professional Services, and Delivery teams to scope and create proposals for professional services engagements
• Manage and enhance Salesforce workflows and processes related to professional services opportunities and operations
• Create and maintain reports and dashboards to monitor pipeline, bookings, forecasting, and delivery metrics

Required qualifications

• 3-5 years of experience in professional services operations, sales operations, business analysis, or a similar role
• Strong proficiency in Salesforce, including custom objects, workflow automation, and reporting
• Experience supporting services sales cycles or managing the operational side of project-based work
• Experience analyzing business operations and presenting insights to leadership
• Excellent organizational skills and a process-oriented mindset