Professional Services

4 weeks ago

Santa Clara, United States Lean Data Full time

As the leader in revenue orchestration across all steps of the customer acquisition journey, LeanData drives growth for business. We help many of the world's fastest-growing enterprises automate, simplify and accelerate revenue.

The Engagement Manager within the Professional Services organization has a primary goal of becoming a trusted advisor to the customer in helping them generate and realize significant business value from LeanData. This role will own the success of delivery to the customer starting from pre-sales to post go-live. Our Engagement Managers are essential to the growth of the Professional Services organization in the Enterprise segment, and must prove to be a strategic lead in building a successful client roadmap and painting LeanData as a long term partner to their success. This role will continuously focus on helping clients adopt LeanData and creating and initiating new methods to drive pipeline growth.

Measurement of success for this role will be:

* Overall services bookings


* Customer satisfaction


* Customer adoption rate



Responsibilities will include-

* Lead the development of activities including scoping, SOWs, project staffing through engaging with SMEs across the organization to build acceptable client proposals


* Guide the Professional Services team with Subject Matter Expertise related to the proposed solution and client needs in order to ensure successful project delivery


* Manage project and account escalations, and proactively identify and mitigate risks to customer success, whether through services, product, or any other area of impact


* Capture key success metrics by partnering with customers and internal teams both pre and post implementation


* Guide the implementation and sales team by finding solutions and delivery personnel to address issues and challenges to meet customer requirements for high priority / high visibility project


* Ensure that the business needs are clearly understood and the technology implemented meets the needs and expectations of the business


* Evangelize LeanData's ability to deliver business outcomes and our delivery methodology to our customers while operating operating in co-sell model


* Engage C-level customers by using a consultative selling approach that positions LeanData as a long-term trusted advisor relationship


* Utilize industry expertise and business acumen create a compelling vision and clearly communicate how LeanData's transformative solutions derive business value


* Form a strong relationship with the Sales, Solutions, Customer Success, and Account Management organizations in support of a co-selling model



Requirements for the role-

* 5+ years of consultative selling experience in Professional Services


* Experience with Salesforce.com and marketing automation platforms (SFDC admin level or above preferred)


* Knowledge of various GTM strategies (outbound, inbound, account-based, etc)


* Expert with Salesforce reporting - knowledge of other reporting/BI tools a plus


* Past implementation and/or project management experience across enterprise-level organizations


* Demonstrated progressive experience operating in a pre-sales environment, shaping and scoping large and complex implementation projects through a collaborative and consultative approach


* Extremely strong written and verbal communication skills, executive level presence and experience in working in a client advisory role


* Able to command an audience amongst senior leadership, facilitate solutioning and lead discussions such as implementation methodology, road mapping, enterprise strategy and executive-level requirement gathering sessions


* Highly developed soft skills, with the ability to adjust communication style based on the audience and difficult client situations.


* Proven track record leading customer engagements with demonstrated ability to understand technical concepts, guide strategy and deliver positive results for customers



Why work at LeanData:

* LeanData covers employee insurance premiums up to 90%


* Stock options in LeanData for all full-time employees


* Flexible PTO


* 401K plan



We warmly welcome into the LeanData family all persons without regard to ethnic and racial identity, indigenous heritage, national origin, religion, gender, gender identity, gender expression, sexual orientation, age, disability, marital status, veteran status, genetic information, or any other legally protected status.

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