Client Engagement Manager Job Description
Client engagement manager
provides the voice of the market to our Product Management team, influencing our product roadmap with specific and structured client feedback.
Client Engagement Manager Duties & Responsibilities
To write an effective client engagement manager job description, begin by listing detailed duties, responsibilities and expectations. We have included client engagement manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Gather and analyze market intelligence including a thorough understanding of customer needs, market trends, competitive strengths and weaknesses, and opportunities
Identify cost savings opportunities and value-added programs to maximize market penetration
Acts as the acquisition and client management lead for Co-brand Cards and participates in regular management team meetings and strategic planning sessions
Leads the Co-brand acquisition strategy, planning & financial impact/analysis (CPA) for each co-brand partner
S&CE lead with Cards Marketing to develop appropriate Co-brand Client segmentation models, acting as a Client Experience Champion for Co-brand Cards
S&CE lead with Co-brand product partners when assessing new co-brand opportunities
S&CE lead on acquisition and client management targets for new co-brand product launches
Collaborates with Marketing & Sales and Client Engagement team to leverage spend on integrated advertising campaigns, direct marketing, digital strategies relating to co-brand
S&CE SME on co-brand contract negotiations relating to acquisition and client engagement activities and KPIs
Leverages expertise of all channel managers to enhance and optimize appropriate channel mix for co-brand cards to drive greater acquisition and client management results
Client Engagement Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Engagement Manager
List any licenses or certifications required by the position: ITIL, PMP, CISM, CISSP, BOST, COBIT, ITSM, JD, NCHEC, SIEM
Education for Client Engagement Manager
Typically a job would require a certain level of education.
Employers hiring for the client engagement manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Engineering, Education, Marketing, MBA, Management, Technical, Computer Science, Technology, Communications
Skills for Client Engagement Manager
Desired skills for client engagement manager include:
Market
Client and customers to most effectively sell our services
Industry
Administrative operations
Adherence to compliance policies and procedures specific to their jobs
Cisco
EMC products and services
HP
IBM
Microsoft
Desired experience for client engagement manager includes:
Manages marketing and strategy initiatives as they relate to sales and client engagement activities driving new card volume and client management results
Assess and recommends the onboarding of new sales strategies and offers to meet co-brand plan objectives (Acquisition, Growth, Retention)
Leverage all internal and external resources to develop and implement new forward looking acquisition and client management activities
Improve the client and sales force experience by simplifying the way we do business – streamline the end to end sales and client engagement process, develop appropriate client treatment plans for co-brand clients where appropriate
Leads co-brand cards business performance priorities and cost optimization relative to acquisition and client management to obtain Efficiency (NIE), Sales and Client Experience goals
Acts as a catalyst of change through identifying and supporting the implementation of improved business practices and processes that enhance the client and employee experience and add shareholder value through reduced costs and improved revenue
Client Engagement Manager Examples
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Client Engagement Manager Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of client engagement manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client engagement manager
- Identifies opportunities and provides advice on how to optimize the acquisition and client management channels for the delivery and support of Co-brand Cards
- Enables channel strategies for acquisition and client management of Co-brand Cards products, optimizing partner channels as appropriate
- Accountable for understanding and having a line of sight on the execution on Co-brand Cards priorities as they pertain to sales strategies, including partnering with the PM&CS, Marketing, Operations, etc to support new product/service launches and strategies, leading marketing activities, working with channel managers to develop appropriate communication activities
- Develop and deliver quarterly updates Co-brand partners on Sales and Client Engagement programs supporting their portfolios
- Planning and working with partners on consumer research needed to deliver insights about consumer and advisor needs and priorities, along with creative testing and modification
- Facilitating content sharing and repurposing across the organization
- Management of content development process, including concepting, sourcing, writing, editing, design, reviews and production
- Working with subject matter experts and leaders across the company, including field leaders, to make sure that content is representative of the company point of view and will work to drive sales
- Develops change management communications and activities to drive user adoption of P2P related changes(Newsletters, This Week at AOC, P2P Group Messages, )Tracks and reports training/programming activities to measure effectiveness
- Build a business case for the engagement program(s), which can include enhancing access channels, reward and loyalty programs
Qualifications for client engagement manager
- 7- 10 years financial services experience, preferably in the asset management business
- 10-15 years of experience as a respected leader in a multichannel content creation and lead generation leadership role
- Bachelor’s degree in Marketing, English, Journalism, Integrated Communications or related communications field
- The ability to lead and inspire teams of content creators to achieve company’s stated goals
- Proven editorial skills with an outstanding command of the English language
- The ability to tell a story using words, images, or audio, and an understanding of how to create content that draws an audience
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Client Engagement Manager Job Description
Job Description Example
Our company is growing rapidly and is hiring for a client engagement manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client engagement manager
- Define success metrics for engagement program(s) and ensure that each initiative performs as planned Manage allocated budget for programs and initiatives implemented
- Develop engaging online experiences in close partnership with each line of business and distribution to drive cross sales and up sales with existing clients
- Rollout and implementation of programs
- Frequent contact with client project team members from large financial institutions
- Determines, oversees and tracks budgets, including the tracking and reporting of revenue earned
- Achieve “trusted advisor” status with clients
- Partner with Sales and Account Managers to understand account strategies and position the Solutions Delivery team to deliver services that support those strategies
- Develop and establish client facing services for new product offerings
- Integrate into client’s methodology and internal processes to ensure successful integration
- Defines our Customer engagement programme from onboarding to renewal and initiates continual enhancements
Qualifications for client engagement manager
- Ability to negotiate solutions and engage key stakeholders to common goal
- Conceptual thinker who is able to analyze various options and design alternatives
- Possess a high level of integrity and ability to discreetly manage sensitive and confidential matters
- Proven ability to develop and maintain collaborative partnerships
- Ability to absorb a steady stream of information (financial and non-financial) and summarize key issues or concerns
- Typically has 8+ years of directly related experience, specifically experience managing software development, implementation, and/or product maintenance projects for client/server or hosted (SaaS) systems
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Client Engagement Manager Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of client engagement manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client engagement manager
- Works with sales on any situations that fall outside of the standard scope
- Works with other project managers and specialists to ensure timely and accurate delivery of standard and custom scoped objectives
- Evaluate and report on cross-selling marketing results
- Oversee the management and effective use of an integrated client employee database
- Seek opportunities to enhance strategic product positioning as a result of research and bench-marking
- Participate in the development of effective lead generation campaigns to reach appropriate audiences
- Provide project management and project reporting for efforts led by Client Engagement
- Establish and cultivate a solid working relationship with clients – building relationships with clients from IT engineering staff up to “C” level executives
- Own and manage client satisfaction and loyalty with your clients
- Provide key input into planning and deployment, management, and execution of promotional operations graphic support
Qualifications for client engagement manager
- Excellent written communication skills sufficient to create project plans and other project documentation, review and edit requirements documents, and communicate with project team and client team via e-mail in professional and effective manner
- Experience facilitating meetings with external clients internal cross functional teams
- Must be a degree holder of any 4-year business or marketing-related course
- Bachelor’s degree with evidence of strong performance in engineering, logistics, and operations
- 10+ years in program/project leadership and/or supply chain executive leadership positions
- Sales revenue target
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Client Engagement Manager Job Description
Job Description Example
Our company is looking to fill the role of client engagement manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client engagement manager
- Collaborate with a team in defining and executing our digital client engagement strategy
- Participate with Executive Partners in strategic client value planning and quarterly review calls
- Brief all shared service stakeholders (Creative, Production, Experiential, Tech, Corp
- Managing the teams responsible for various facets of client engagement (e.g., success, performance, relationships, ), ensuring an optimal customer experience that aides in the retention and development of clients
- Assisting in the development strategic plans to improve client success and performance, including providing guidance and client facing support as needed
- Communicating of and overseeing analytical findings of financial models created for client performance to determine risk and profit margins for internal client engagement, while ensuring adherence to established departmental and company policies and procedures
- Works with Sales to translate, analyse and define client requirements and provides the required engagement solutions in the assigned time frame
- Directs team members in meeting and exceeding client, customer and broker expectations in the fulfillment of marketplace business objectives
- Manages the execution and resolution of complex questions, issues, and problems by working with the appropriate CHC resources on a wide range of products as they relate to the assigned book of business
- Works with internal management team to support client and broker relationships within existing and new accounts
Qualifications for client engagement manager
- Customer service (NPS)
- Must have proven ability to lead a team with min 5 years experience
- Must have CPA certification
- Working experience with SAP HR Payroll
- Experience in working in unionizedenvironment
- Proven experience with working on projects
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Client Engagement Manager Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of client engagement manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client engagement manager
- Directs the employee communication/health/wellness strategies for clients regarding their purchased services through the management of the client engagement team
- Identifies internal procedures and processes that adversely affect customer satisfaction and drive improvements in conjunction with internal resources
- Partners with Client Manager and Client Service Executive to proactively educate and provide recommendations to customers regarding procedural, legislative and other changes affecting them
- Achieves the team business plan objectives, both in support of the implementation of new plans and in identifying and responding to customer needs
- Partners with the Client Management team (CEMs & CMs) in the development of client-specific communication strategies and in the pursuit of growth opportunities and health promotion activities along with service recovery plans where applicable
- Identifies opportunities for product penetration of existing accounts, potential sales of ancillary products and strategies to maximize membership
- Conducts analysis to identify account opportunities and to recommend strategies that address client-specific needs to improve the team and organizations results
- Serves as SME to clients on products and programs for clients in relation to the assigned book of business
- Supports the achievement of customer and account specific performance guarantees
- Coordinates with client manager to ensure account service and wellness needs are met and potential problems are averted
Qualifications for client engagement manager
- Excellent oral communication skills to explain business needs to technical personnel and technical information to users and to communicate clearly and effectively across all levels of understanding and management
- Bachelor's degree in business or commerce
- Experience within an engagement manager role
- Experience with planning and managing large global SAP HR Payroll platform
- Bilingual in English and Japanese as you are required to work with clients from the Japan
- Sales Experience would be an advantage