Client Services Solution Manager

Key Responsibilities

• Engage in the sales process as the PS representative on assigned opportunities, ensuring delivery scoping is thorough, realistic, and aligned with the client's actual implementation needs before a SOW is finalized.
• Lead discovery and needs identification by conducting structured conversations with prospects to surface business requirements, integration dependencies, data complexity, and configuration needs that directly inform scope.
• Analyze and document implementation risks associated with each opportunity, proactively flagging gaps, ambiguities, or assumptions that could affect delivery timelines, resource requirements, or client expectations.
• Produce comprehensive scoping notes for the Professional Services team that translate sales conversations into actionable delivery context — capturing environment details, customization needs, and client-specific considerations.
• Author or assist in authoring and aligning Statements of Work, including scope definitions, assumptions, exclusions, estimated durations, and cost structures, ensuring accuracy and consistency between what Sales has positioned and what PS can deliver.
• Serve as the bridge between Sales and PS, actively reducing handoff gaps by ensuring the opportunity record, SOW, and internal project briefings reflect a shared, accurate understanding of client commitments.
• Leverage and continuously improve PS sales tools (SOW templates, pricing modeler, duration estimator, etc.), applying them consistently and feeding back recommendations based on real-world scoping experience.
• Keep current on the latest Sage HCM software features and enhancements as necessary to scope and sell the related services.

Skills, know-how and experience

• Minimum three years of progressively responsible experience selling and/or implementing/supporting/managing HCM as a Service (“SaaS”) subscribed solutions. (Previous experience may include Scoping Support or Proposals Manager/Lead)
• Experienced in aligning Sales & PS delivery needs; collaborating with multiple team members of varying roles/responsibilities throughout the process with a proven track record of success identifying services necessary to deliver highly satisfied customers (on-time, on-budget, and solutions sold/delivered met expectations).
• Ability to plan and deliver multiple work assignments on-time and fulfill commitments.
• Exposure to a broad range of industries and business scenarios including but not limited to the following: software provider, services project accounting, financial management, franchise model, international business, and inventory management.
• Enthusiastic, proactive, positive-minded, intellectually curious, responsible, creative, driven, and confident.

Plenty of perks

• Competitive salaries that landed us top 5% of similar sized companies (according to Comparably)
• Comprehensive health, dental and vision coverage
• 401(k) retirement match (100% matching up to 4%)
• 32 days paid time off (21 personal days, 10 national holidays, 1 floating holiday)
• 18 weeks paid parental leave for birth, adoption or surrogacy offered 1 year after start date
• $5,250 tuition reimbursement per calendar year starting 6 months after hire date
• Sage Wellness Rewards Program ($600 wellness credit and $360 fitness reimbursement annually)
• Library of on-demand career development options and ongoing training offerings

What it’s like to work at Sage

Working at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.

Our colleagues are the best of the best. Because to achieve extraordinary outcomes, we need extraordinary teams. This means infusing Sage with people who knock down barriers, continuously innovate, and want to experience their potential.

Learn more about working at Sage:

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If you need support applying, reach out at careers@sage.com.

Learn more about DEI at Sage:

sage.com/en-us/company/careers/diversity-equity-and-inclusion/.