Engagement Manager

This is a remote position.

Engagement Manager

Location: Candidate be located in the US OR Germany

Fully Remote

CEPRES is the leading and fastest growing digital platform for private capital markets the fastest growing institutional asset class of sovereign wealth funds insurers pensions endowments and more. This global institutional client base benefits from our unique and awardwinning investment data & solutions connecting 1000s of market professionals via the CEPRES secure investment data network.

CEPRES is headquartered in Munich with offices in New York Denver and London. Our team is incredibly diverse and entrepreneurial with over 20 nationalities. We value smart and innovative people who work effectively in a team environment and think strategically whilst solving daytoday challenges.

With major expansion to our client base and use cases we are seeking an Engagement Manager to support our clients in the successful deployment of our solution.

The role

We are seeking a dynamic and proactive Engagement Manager to join our team. This crucial role is essential in ensuring that our clients derive maximum value from CEPRES solutions and services throughout their entire journey. As an Engagement Manager you will act as the primary advocate and account manager for our clients after the onboarding process is completed taking over from the implementation consultants. You will be responsible for managing the customer relationship and ensuring the successful execution of the contract lifecycle.

Key Responsibilities:

PostOnboarding Client Engagement: Take over client relationships after the onboarding process is completed by implementation consultants. From this point you will be accountable for ensuring clients continue to derive maximum value from CEPRES solutions and services guiding them as they integrate the software into their daily operations.

Account Management: Serve as the primary point of contact for clients managing all aspects of the customer relationship and contract lifecycle. This includes monitoring overall client satisfaction handling renewals and ensuring adherence to Service Level Agreements (SLAs) and contractual obligations.

Maximize Client Value: Deliver a comprehensive range of services designed to help clients fully leverage the potential of CEPRES. This includes providing ongoing education resources and recommendations to help clients achieve their strategic goals and maximize their investment.

Proactive Client Guidance: Actively monitor client usage and engagement with CEPRES identifying areas where they could derive more value. Provide guidance best practices and recommendations to optimize their use of the platform ensuring they achieve their desired outcomes. You will anticipate potential challenges and proactively address them to maintain a positive client experience.

Tailored Client Support: Offer personalized assistance that aligns with each client s specific needs workflows and objectives. While you will be responsible for understanding client requirements and providing strategic guidance you will also coordinate with the consultancy team or other relevant internal teams to execute specific activities such as indepth training complex support tasks or specialized implementations. This ensures that clients have access to the right expertise and resources at the right time empowering them to succeed postonboarding.

Customized Strategy Development: Work closely with clients to develop and implement strategies that enhance their use of CEPRES. By understanding their business goals and challenges you will design tailored plans to optimize their experience and drive longterm success.

Overall Customer Progress & SLA Alignment: Monitor and manage overall customer progress and usage of CEPRES ensuring alignment with agreedupon SLAs and contractual agreements. You will track client performance against these benchmarks and take corrective actions when necessary to ensure compliance and satisfaction.

Deep Client Understanding: Maintain an indepth understanding of client workflows goals challenges and industry trends. Regularly engage with clients to stay informed about their evolving needs and ensure that our services remain relevant and valuable.Identify Growth

Opportunities: Identify opportunities for clients to benefit from additional services features or products that can enhance their overall experience with CEPRES. Ensure alignment with internal stakeholders including implementation consultants and product teams to introduce these opportunities at the right time based on a thorough understanding of the client s needs and goals.

Collaboration with Internal Teams: Maintain close cooperation with various internal teams including Sales Product and Support to ensure overall client satisfaction and strong relationships. As the Engagement Manager you will focus on understanding and monitoring client needs while collaborating with other teams to address commercial technical and strategic aspects of the client relationship.

Trusted Advisor: Build and nurture longterm relationships with clients by positioning yourself as a reliable and knowledgeable partner. Provide expert advice share industry insights and help clients navigate complex challenges aiming to become their goto advisor.Drive Success

Metrics: Focus on key performance indicators (KPIs) such as customer satisfaction retention rates revenue growth and SLA compliance. You will be responsible for tracking these metrics identifying areas for improvement and implementing strategies to drive success. Your efforts will directly impact the company s overall growth and client retention.

Requirements

Qualifications:

• Must have a Minimum of 5 years of Engagement Management experience
  
• Must have 23 years of experience leading a team of 23 people
  
• Must have experience with Private Equity (Investment banking side) not real estate side experience
  
• Proven track record in clientfacing roles ideally within the financial services or software industries.
  
• Experience in customerfacing activities and account management is essential.
  
• Industry Knowledge: Strong understanding of investment processes and private markets is highly desirable.
  
• Exceptional communication interpersonal and relationshipbuilding abilities.
  
• Ability to understand complex client needs and develop tailored impactful solutions.
  
• A proactive attitude with a strong focus on delivering exceptional client service and value.
  
• Thrive in a fastpaced dynamic environment with the ability to manage multiple priorities effectively.
  
• Technical Proficiency: Proficiency in CRM software and Microsoft Office Suite.
  

This role is ideal for someone who is passionate about client success eager to build longterm relationships and driven to make a significant impact on both the client s and company s success starting from a strong foundation laid during the onboarding process.

Benefits

What we offer:

Career growth opportunities and promotions in Private Equity one of the most demanded and attractive finance industries today 360° feedback mentoring from an international team of passionate experts being part of a strong and unique growth story exciting and challenging role in a dynamic and international team & environment.

Culture driven by our Leadership Principles: entrepreneurial resultdriven encouraging ownership and enabling each other to succeed transparency about company goals.Caring for our employees: individualized trainings for your professional and personal development language courses contribution to health plan access to our private gym membership. We are all dedicated to creating a positive impact on our lives

Compensation of attractive salary visa sponsorship company and team events unique and modern centrally located office great IT equipment.

Qualifications: Must have a Minimum of 5 years of Engagement Management experience Must have 2-3 years of experience leading a team of 2-3 people Must have experience with Private Equity (Investment banking side), not real estate side experience Proven track record in client-facing roles, ideally within the financial services or software industries. Experience in customer-facing activities and account management is essential. Industry Knowledge: Strong understanding of investment processes and private markets is highly desirable. Exceptional communication, interpersonal, and relationship-building abilities. Ability to understand complex client needs and develop tailored, impactful solutions. A proactive attitude with a strong focus on delivering exceptional client service and value. Thrive in a fast-paced, dynamic environment with the ability to manage multiple priorities effectively. Technical Proficiency: Proficiency in CRM software and Microsoft Office Suite. This role is ideal for someone who is passionate about client success, eager to build long-term relationships, and driven to make a significant impact on both the client s and company s success, starting from a strong foundation laid during the onboarding process.

---