Finance Services Engagement Manager

• Identify, evaluate, and pursue new business opportunities within existing and prospective client accounts.

• Provide strategic account intelligence and recommendations to support proactive client engagement and revenue growth.

• Develop proposals, Statements of Work (SOWs), and business solutions in partnership with Procurement, Legal, Finance, and Delivery teams.

• Assess customer business requirements and align organizational capabilities to deliver value-driven solutions.

• Conduct competitive analysis and market assessments for assigned client portfolios.

• Build and maintain relationships with senior client executives and key stakeholders across multiple business functions.

• Lead executive meetings, customer visits, governance reviews, and engagement activities.

• Serve as the primary point of contact for portfolio performance reviews, escalation management, and risk mitigation activities.

• Monitor customer satisfaction metrics and implement service improvement initiatives based on customer feedback.

• Coordinate participation in industry events, conferences, and client engagement activities that strengthen strategic partnerships.

• Collaborate with Delivery Management, Finance, Legal, and Service Line leadership to resolve customer concerns and improve account performance.

• Manage and oversee teams supporting assigned accounts, programs, and operational initiatives.

• Assign work, establish goals, monitor performance, and ensure successful execution of client commitments.

• Provide technical and managerial guidance to solution development and delivery teams.

• Support employee development through coaching, mentoring, training programs, and performance management processes.

• Participate in recruiting activities, including leading interview panels for senior-level positions.

• Provide recommendations regarding promotions, transfers, developmental opportunities, and performance improvement actions.

• Facilitate executive-level meetings to identify and develop new business opportunities.

• Provides leadership and direction to Senior Project Managers, Technology Architects, Principal Consultants, Technology Leads, and delivery teams supporting customer programs.

• Acts as a strategic advisor to internal and external stakeholders.

• Drives customer growth, operational excellence, and long-term account success through effective governance and relationship management.

• Works closely with senior organizational leadership to align operational strategies with business goals

• Expand organizational presence across client business units and departments through strategic account planning.

• Understand customer challenges and collaborate with internal teams to develop solutions that address business objectives.

• Evaluate business opportunities based on customer needs, organizational capabilities, and delivery readiness.

• Direct teams in solution definition, business case development, and strategic customer engagement.

• Exercise decision-making authority over day-to-day finance operations, account management, and program execution.

• Establish project objectives, schedules, budgets, quality standards, and performance targets.

• Develop and execute operational action plans to support customer and business objectives.

• Monitor team performance and ensure deliverables meet customer requirements and contractual obligations.

• Conduct weekly and bi-weekly status reviews, performance assessments, and progress meetings.

• Provide feedback on assignments and deliverables to maintain alignment with customer expectations.

• Oversee contract administration activities, including contract maintenance, scope changes, governance requirements, and legal documentation.

• Lead risk management, compliance monitoring, and escalation resolution activities.

• Bachelor’s degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.

• At least 9 years of experience in job description.

• Strategic account management and client relationship management

• Proposal development and contract management

• Customer success and stakeholder engagement

• Risk management and escalation management

• Team leadership and people management

• Supply chain and procurement domain knowledge

• Cross-functional collaboration