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Engagement Manager

Job Description



The Engagement Manager (Solution Advisor) plays the critical role for setting customers up for Success by prescriptively shaping the pre sales proposal scope and then leading the execution of large and transformational projects at our most strategic customers. Serves as a trusted advisor to Salesforce customers, providing guidance to Sales & Professional Services teams, ensuring synergies across each customer’s projects, and ensuring the highest levels of customer satisfaction.

Partnered with a Account Partner (Services Sales person), the Engagement Manager is a highly enabled, experienced professional with C-level communication skills who is accountable for project delivery end-to-end, starting with supporting pre-sales activities by contributing defined deliverables and valuable insights around Salesforce’s services delivery, staffing of the project team after the deal is closed, overseeing internal knowledge transfers between pre-sales and the project team and supporting the PM throughout the project lifecycle with defined activities in a billable role.


  • Aligning closely with Account and Services Sales teams to own pre-sales activities such as scoping, solutioning, SOW development and project staffing
  • Leading the development of client-specific implementation proposals,  during pre sales stage, presenting it to customer,  scope the SOWs, staffing plans, engaging with SMEs across the organization to gain consensus on an acceptable proposal
  • Provide the Professional Services team with Subject Matter Expertise related to the proposed solution and client needs in order to ensure successful project delivery
  • Where appropriate and required for Customer Success, providing direct oversight to the project team during the full lifecycle of the engagement, acting as the escalation point for both the customer and Salesforce delivery teams
  • Ensure that engagements conclude with fully satisfied clients that are willing to be references for new potential clients
  • Manage multiple strategic clients simultaneously
  • Proactively mitigate and manage critical escalations and at-risk accounts; communicate effectively and appropriately with internal and external leaders and executives

Your Impact, as Engagement Manager, you:

  • Have broad expertise or unique knowledge, use skills to contribute to development of company objectives and principles and to achieve goals in creative and effective ways.
  • Work on significant and unique issues where analysis of situations or data requires an evaluation of intangibles.
  • Exercise independent judgment in methods, techniques and evaluation criteria for obtaining results.
  • Contact pertain to significant matters often involving coordination among groups.
  • Act independently to determine methods and procedures on new or special assignments.
  • May supervise the activities of others.


Specialist Experience

  • Spanish and English are required
  • 6+ years’ experience delivering consulting services, preferred in CRM, including team leadership and active involvement in selling professional services
  • 3+ years’ operating in a pre-sales environment, shaping and scoping large and complex implementation projects, preferred in CRM
  • 3+ years of enterprise-level project or program management experience
  • Demonstrated technical and/or functional aptitude, and ability to engage with architects or SME into pre-sales activities.
  • Extremely strong written and verbal communication skills, executive level presence and experience in working in a client advisory role
  • BA/BS or equivalent; MBA is a plus
  • Availability to travel






Please note that all information in this job description is accurate at the time of posting. Please be aware that companies may change details and/or closing dates without notice.


Job Summary

Sao Paolo
  • Brazil
  • Other
Job Type
  • Full-time
  • Negotiable
19 September 2019
Applications Deadline
16 November 2019

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