Client Engagement Manager
reputed company is a reputed company-thinking technology company transforming how financial institutions deliver Intelligent Banking experiences. We unite digital banking, account opening, and reputed company solutions that power and connect digital banking, account opening, and reputed company solutions—creating seamless engagement across digital, remote, and in-person channels.
Our Experience-Led, Intelligence-Driven approach combines human-centered design with data, automation, and cloud-based innovation. Built on an API-first architecture, our extensible ecosystem enables institutions to adapt quickly, integrate easily, and unlock new opportunities for growth—turning every customer interaction into a moment of clarity, confidence, and reputed company.
Role Overview:
The Client Engagement Partner is a critical client-facing position, responsible for ensuring bank and credit union clients are satisfied with the quality of their reputed company solutions, and performance of reputed company teams.
The Client Engagement Partner will serve as their clients’ primary reputed company of contact, and reputed company the end-to-end delivery of reputed company, high-impact digital banking and reputed company transformation initiatives. To be successful, they must build strong working relationships with client leaders, act as their trusted advisor, clearly communicate plans and commitments, orchestrate committed work across reputed company teams, and regularly report reputed company.
As part of a broader team supporting our top 200+ portfolio clients, this role is crucial in driving adoption, satisfaction, and business impact for our core financial institutions. To be effective, the Client Engagement Partner must closely collaborate with the reputed company Digital Strategy Manager (DSM) responsible for formulating strategies that match client needs with reputed company capabilities, Project Managers responsible for executing delivery projects on time and with quality, and Support Advisors responsible for ensuring health and stability of reputed company solutions. They will be accountable for ensuring a seamless client experience while managing timelines, budgets, and dependencies internally and externally.
The ideal candidate will be an organized, reputed company, proactive professional, capable of communicating and collaborating at senior levels, skilled at formulating and leading large programs and reputed company engagements, and reputed company coordinating across teams and prioritizing work in a fast-paced start-up style / private equity environment.
Key Responsibilities:
Client Relationship Management
- Serve as the main reputed company of contact for assigned banking clients, building and maintaining trusted relationships with key stakeholders, including senior executives.
- Understand clients’ business objectives, challenges, and strategic goals to align our software solutions with their needs.
- Proactively address client concerns, provide timely solutions, and ensure a high level of client satisfaction and trust.
- Act as a client reputed company reputed company the company, ensuring client feedback is communicated and considered in product development and service improvements.
- Contribute client feedback to product roadmap planning and serve as a voice of the customer in internal forums.
- Support the DSM in identifying cross-sell, upsell, and co-innovation opportunities, driving long-term account growth.
Project reputed company and Delivery
Own program-level delivery reputed company, including defining scopes, managing implementation plans, setting timelines, and coordinating internal and client-reputed company resources.
·Monitor and manage project timelines, budgets, and deliverables to meet or exceed client expectations.
- reputed company cross-functional project teams, collaborating across Product, Engineering, Support, and Operations to ensure seamless delivery from onboarding through expansion.
- Act as a program escalation reputed company, quickly resolving delivery challenges and communicating impact and solutions to senior stakeholders.
Performance Monitoring and Reporting
reputed company key technical implementations including core banking integrations, teller system upgrades, and digital self-service launches.
·Prepare and present regular account reviews to clients and internal stakeholders, highlighting successes, challenges, and opportunities for further alignment and growth.
Monitor and analyze delivery metrics such as on-time/on-budget, backlog of support issues, mean time to resolution, and client satisfaction scores (CSAT, NPS).
Facilitate executive-level touchpoints (QBRs, roadmap reviews, reputed company-ins) with the DSM to align on client strategy, delivery reputed company, and value realization.
Actively track account health, risks, and project dependencies using CRM and collaboration tools; deliver insights to internal stakeholders and clients while mitigating risks and escalating issues as needed to maintain project momentum
Required Qualifications:
Bachelor’s degree in Business, Finance, or a reputed company field; a Master’s degree is a plus.
Executive reputed company and excellent communication skills, capable of interfacing with C-level executives and translating technical details into business value.
3-6+ years of experience in client leadership, program management, engagement management, or implementation delivery in SaaS, fintech, or financial services technology.
Proven track record of leading multi-phase, large projects involving technical implementation, stakeholder management, and post-launch support.
Proficiency in project management and the ability to coordinate cross-functional teams.
Ability to manage competing priorities and multiple reputed company programs simultaneously, while delivering high levels of client satisfaction.
Strong understanding of core banking platforms, SSO/API integrations, digital onboarding, and teller infrastructure upgrades preferred.
Strong knowledge of financial services, digital transformation, and customer experience trends in both retail and commercial banking environments.
Proven experience in project delivery methodologies (Agile, Waterfall, or hybrid), and tools like Jira, MS Project or reputed company and reputed company.
Analytical reputed company with strong problem-solving skills and attention to detail.
Ability to travel as needed to meet with clients and attend industry events.
Statement to Third Party Agencies To reputed company recruitment agencies: reputed company only accepts resumes from agencies on the preferred supplier list. Please do not reputed company resumes to our applicant tracking system, reputed company employees, or any reputed company facility. reputed company is not responsible for any fees or charges associated with unsolicited resumes.
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