The Engagement Manager (EM) plays a pivotal role in managing and delivering
professional services engagements, acting as the liaison between the services and
sales organisations. The EM ensures the seamless execution of customer projects while
maintaining clear communication and alignment with internal stakeholders.
Key Responsibilities:
1. Services Bookings Forecast:
o Develop and maintain accurate forecasts for service bookings.
o Monitor trends and provide insights to optimise resource planning.
2. Services Delivered Revenue Forecast:
o Manage and predict revenue generation from delivered services.
o Collaborate with relevant teams to track financial performance against
forecasts.
3. Services Scoping:
o Define and document the scope of services engagements.
o Ensure alignment with customer needs and organisational capabilities.
4. Services Engagement Management and Project Oversight:
o Utilise project management methodologies to plan, execute, and monitor
services engagements.
o Oversee the progress and delivery of services projects, ensuring they are
completed on time, within scope, and on budget.
o Develop and manage project timelines, resource allocation, and
deliverables.
o Regularly communicate with stakeholders to provide updates, manage
expectations, and address risks proactively.
o Drive continuous improvement by gathering feedback and incorporating
lessons learned into future projects.
5. Sales Organisation Support:
o Act as the key reference point on services for the sales team, providing
clear and timely updates.
o Support the sales-to-services handover process to ensure smooth
transitions and alignment.
6. Administrative Responsibilities:
o Manage Kimble engagement assignments to ensure accurate and timely
resource allocation.
o Approve Salesforce quotes for services engagements.
o Validate the handover from Solution Consultants to the Professional
Services team.
o Proactively raise flags to address potential risks or concerns in project
delivery.