Engagement Manager, Professional Services

About the role

Omatic Software is seeking an Engagement Manager, Professional Services to lead, grow, and elevate our team of Integration Consultants. This is a player-coach leadership role with high visibility. The role reports directly to the Director of Professional Services, collaborates cross-functionally with Sales, Product, and Customer Success, and has direct exposure to the C-suite.

You'll be the trusted advisor our customers and consultants turn to. Someone who sets the standard for delivery excellence, champions process improvement, and builds a team that consistently exceeds expectations. You will manage a team of five Integration Consultants and own the health of our onboarding metrics end-to-end.

Role details

• Department: Customer Experience
• Reports To: Director, Professional Services
• Team Size: 5 Integration Consultants
• Location: Remote / Flexible
• Employment Type: Full-Time
• Travel: Minimal

Why Omatic

• Mission-driven company: Making a real impact in the nonprofit sector
• Culture: Collaborative, low-ego, results-focused, and continuously improving
• Visibility: High visibility role with direct C-suite exposure and room to grow
• Compensation: Competitive
• Environment: Flexible work environment
• Team: Genuinely caring about customers, each other, and the work

Qualifications

• Demonstrated success leading or managing a professional services, consulting, or customer-facing team
• Strong project management skills. Scheduling, task management, and juggling multiple initiatives simultaneously
• Excellent written and verbal communication skills; ability to translate technical concepts for varied audiences
• Proven ability to build collaborative relationships across internal teams and with external customers
• Superior time management and organizational skills with exceptional attention to detail
• Technical aptitude and comfort navigating SaaS platforms and integration tools
• Ability to thrive in a fast-paced, team-oriented environment and adapt to changing priorities
• Self-motivated learner who proactively advances their product and industry knowledge
• Expertise on Omatic products and remain well-versed on product features and functionality
• Experience working with or supporting nonprofit organizations
• Familiarity with nonprofit systems such as email marketing, peer-to-peer fundraising, online donations, events management, or alumni/membership management platforms
• Proficiency with project management tools as well as Salesforce such as Monday.com or similar
• Experience leveraging AI tools (e.g., Claude, ChatGPT) to improve personal and team productivity
• Background in data migration, systems integration, or CRM administration

Skills

• Leadership and team management
• Project management
• Communication and stakeholder management
• Process improvement
• Technical aptitude
• Collaboration and relationship building
• Time management and organization
• Product knowledge
• AI tool proficiency
• Data migration and systems integration
• CRM administration

Benefits

Competitive compensation, benefits, and flexible work environment.

Pay

Competitive salary based on experience and qualifications.

Schedule

Full-time, remote / flexible schedule.