Client Engagement Manager Job Description
Client Engagement Manager Duties & Responsibilities
To write an effective client engagement manager job description, begin by listing detailed duties, responsibilities and expectations. We have included client engagement manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Client Engagement Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Engagement Manager
List any licenses or certifications required by the position: ITIL, PMP, CISM, CISSP, BOST, COBIT, ITSM, JD, NCHEC, SIEM
Education for Client Engagement Manager
Typically a job would require a certain level of education.
Employers hiring for the client engagement manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Engineering, Education, Marketing, MBA, Management, Technical, Computer Science, Technology, Communications
Skills for Client Engagement Manager
Desired skills for client engagement manager include:
Desired experience for client engagement manager includes:
Client Engagement Manager Examples
Client Engagement Manager Job Description
- Identifies opportunities and provides advice on how to optimize the acquisition and client management channels for the delivery and support of Co-brand Cards
- Enables channel strategies for acquisition and client management of Co-brand Cards products, optimizing partner channels as appropriate
- Accountable for understanding and having a line of sight on the execution on Co-brand Cards priorities as they pertain to sales strategies, including partnering with the PM&CS, Marketing, Operations, etc to support new product/service launches and strategies, leading marketing activities, working with channel managers to develop appropriate communication activities
- Develop and deliver quarterly updates Co-brand partners on Sales and Client Engagement programs supporting their portfolios
- Planning and working with partners on consumer research needed to deliver insights about consumer and advisor needs and priorities, along with creative testing and modification
- Facilitating content sharing and repurposing across the organization
- Management of content development process, including concepting, sourcing, writing, editing, design, reviews and production
- Working with subject matter experts and leaders across the company, including field leaders, to make sure that content is representative of the company point of view and will work to drive sales
- Develops change management communications and activities to drive user adoption of P2P related changes(Newsletters, This Week at AOC, P2P Group Messages, )Tracks and reports training/programming activities to measure effectiveness
- Build a business case for the engagement program(s), which can include enhancing access channels, reward and loyalty programs
- 7- 10 years financial services experience, preferably in the asset management business
- 10-15 years of experience as a respected leader in a multichannel content creation and lead generation leadership role
- Bachelor’s degree in Marketing, English, Journalism, Integrated Communications or related communications field
- The ability to lead and inspire teams of content creators to achieve company’s stated goals
- Proven editorial skills with an outstanding command of the English language
- The ability to tell a story using words, images, or audio, and an understanding of how to create content that draws an audience
Client Engagement Manager Job Description
- Define success metrics for engagement program(s) and ensure that each initiative performs as planned Manage allocated budget for programs and initiatives implemented
- Develop engaging online experiences in close partnership with each line of business and distribution to drive cross sales and up sales with existing clients
- Rollout and implementation of programs
- Frequent contact with client project team members from large financial institutions
- Determines, oversees and tracks budgets, including the tracking and reporting of revenue earned
- Achieve “trusted advisor” status with clients
- Partner with Sales and Account Managers to understand account strategies and position the Solutions Delivery team to deliver services that support those strategies
- Develop and establish client facing services for new product offerings
- Integrate into client’s methodology and internal processes to ensure successful integration
- Defines our Customer engagement programme from onboarding to renewal and initiates continual enhancements
- Ability to negotiate solutions and engage key stakeholders to common goal
- Conceptual thinker who is able to analyze various options and design alternatives
- Possess a high level of integrity and ability to discreetly manage sensitive and confidential matters
- Proven ability to develop and maintain collaborative partnerships
- Ability to absorb a steady stream of information (financial and non-financial) and summarize key issues or concerns
- Typically has 8+ years of directly related experience, specifically experience managing software development, implementation, and/or product maintenance projects for client/server or hosted (SaaS) systems
Client Engagement Manager Job Description
- Works with sales on any situations that fall outside of the standard scope
- Works with other project managers and specialists to ensure timely and accurate delivery of standard and custom scoped objectives
- Evaluate and report on cross-selling marketing results
- Oversee the management and effective use of an integrated client employee database
- Seek opportunities to enhance strategic product positioning as a result of research and bench-marking
- Participate in the development of effective lead generation campaigns to reach appropriate audiences
- Provide project management and project reporting for efforts led by Client Engagement
- Establish and cultivate a solid working relationship with clients – building relationships with clients from IT engineering staff up to “C” level executives
- Own and manage client satisfaction and loyalty with your clients
- Provide key input into planning and deployment, management, and execution of promotional operations graphic support
- Excellent written communication skills sufficient to create project plans and other project documentation, review and edit requirements documents, and communicate with project team and client team via e-mail in professional and effective manner
- Experience facilitating meetings with external clients internal cross functional teams
- Must be a degree holder of any 4-year business or marketing-related course
- Bachelor’s degree with evidence of strong performance in engineering, logistics, and operations
- 10+ years in program/project leadership and/or supply chain executive leadership positions
- Sales revenue target
Client Engagement Manager Job Description
- Collaborate with a team in defining and executing our digital client engagement strategy
- Participate with Executive Partners in strategic client value planning and quarterly review calls
- Brief all shared service stakeholders (Creative, Production, Experiential, Tech, Corp
- Managing the teams responsible for various facets of client engagement (e.g., success, performance, relationships, ), ensuring an optimal customer experience that aides in the retention and development of clients
- Assisting in the development strategic plans to improve client success and performance, including providing guidance and client facing support as needed
- Communicating of and overseeing analytical findings of financial models created for client performance to determine risk and profit margins for internal client engagement, while ensuring adherence to established departmental and company policies and procedures
- Works with Sales to translate, analyse and define client requirements and provides the required engagement solutions in the assigned time frame
- Directs team members in meeting and exceeding client, customer and broker expectations in the fulfillment of marketplace business objectives
- Manages the execution and resolution of complex questions, issues, and problems by working with the appropriate CHC resources on a wide range of products as they relate to the assigned book of business
- Works with internal management team to support client and broker relationships within existing and new accounts
- Customer service (NPS)
- Must have proven ability to lead a team with min 5 years experience
- Must have CPA certification
- Working experience with SAP HR Payroll
- Experience in working in unionizedenvironment
- Proven experience with working on projects
Client Engagement Manager Job Description
- Directs the employee communication/health/wellness strategies for clients regarding their purchased services through the management of the client engagement team
- Identifies internal procedures and processes that adversely affect customer satisfaction and drive improvements in conjunction with internal resources
- Partners with Client Manager and Client Service Executive to proactively educate and provide recommendations to customers regarding procedural, legislative and other changes affecting them
- Achieves the team business plan objectives, both in support of the implementation of new plans and in identifying and responding to customer needs
- Partners with the Client Management team (CEMs & CMs) in the development of client-specific communication strategies and in the pursuit of growth opportunities and health promotion activities along with service recovery plans where applicable
- Identifies opportunities for product penetration of existing accounts, potential sales of ancillary products and strategies to maximize membership
- Conducts analysis to identify account opportunities and to recommend strategies that address client-specific needs to improve the team and organizations results
- Serves as SME to clients on products and programs for clients in relation to the assigned book of business
- Supports the achievement of customer and account specific performance guarantees
- Coordinates with client manager to ensure account service and wellness needs are met and potential problems are averted
- Excellent oral communication skills to explain business needs to technical personnel and technical information to users and to communicate clearly and effectively across all levels of understanding and management
- Bachelor's degree in business or commerce
- Experience within an engagement manager role
- Experience with planning and managing large global SAP HR Payroll platform
- Bilingual in English and Japanese as you are required to work with clients from the Japan
- Sales Experience would be an advantage