Finance Services Engagement Manager

About the role

As a senior Operations Manager in an Engagement Manager role, the responsibilities include identifying, evaluating, and pursuing new business opportunities within existing and prospective client accounts, providing strategic account intelligence and recommendations to support proactive client engagement and revenue growth, and developing proposals, Statements of Work (SOWs), and business solutions in partnership with Procurement, Legal, Finance, and Delivery teams.

Responsibilities

• 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
• 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
• 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

Qualifications

A Bachelor’s degree or foreign equivalent is required from an accredited institution, or three years of progressive experience in the specialty in lieu of every year of education. At least 9 years of experience is required.

Skills

• 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