Associate Engagement Manager

AGDATA LP•Charlotte, NC

About The Position

This person is expected to achieve a daily level of knowledge on the assigned client’s low complexity operational engagements and their industry, as well as a beginning awareness level of knowledge of several AGDATA offerings. Typically manages a small number of internal and external stakeholders’ expectation levels across mainly implementational activities. This role is establishing trust internally and externally, learning about the organization’s technology and tool set, and participating at a lower level in brainstorming around solutions across that tool set. This person’s intuition and guidance focus almost exclusively on the client engagement and they are gaining recognition and reputation within the organization for the input they can provide. This role focuses on and assists with client retention and utilizes internal reports as KPIs for retention.

Requirements

Bachelor’s degree or equivalent experience
Desire for 1–2 years of industry experience in client servicing at typically an entry level
Experience leading client-facing meetings and trainings
Mid-level proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and Teams (internal and client)
Problem-solving
Meeting financial, customer health, and project completion goals
Working with complex data relationships and interactions
Easily understanding technical tools and processes
Excellent verbal and written communication skills, with the ability to simplify most operational information for increased universal understanding with moderate SME participation
Ability to compose written communications and presentations with guidance
Ability to set proper expectations both internally and externally
Comfortable pushing internal and external stakeholders for information to hit deadlines
Presents analytical and problem-solving skills, and experience applying these skills to resolve customer business issues
Proven to be an adaptive learner of technical tools and processes
Ability to manage conflict to achieve positive outcomes with internal or external relationships
Ability to recognize that relationship building extends beyond the operational engagement
Comfortable juggling multiple priorities
Excellent listening skills
Ability to deal with ambiguity
Exhibits business curiosity
Willingness to adapt to change

Nice To Haves

Experience in agriculture or animal health highly desirable
Basic knowledge of Confluence/JIRA highly desirable

Responsibilities

Manages the engagement of multiple Strategic & Emerging and/or Key Accounts clients.
(Typically manages a book of clients with a combined revenue of < $2M)
Researches and gains knowledge of the organization’s technology tools and processes to better assist and manage client accounts
Leads client-facing meetings and trainings
Creates and manages the calendar for regular meeting preparation, meetings, and executive updates
Supports and manages the pre-work timeline for customer presentations (e.g., quarterly business reviews, retrospectives)
Plans and consolidates call agendas, including follow-up with functional leads to ensure call preparedness, harvesting agenda items for customer calls, and facilitating those calls
Utilizes peers and internal resources to gain knowledge of clients and tools to best manage the relationship and projects
Proactively partners with sales, success, and technical organizations to ensure client satisfaction, agrees on customer health status, and coordinates movement from lesser ratings back to green following the prescribed process
Administers chosen solutions and measures impact of solutions within the client relationship
Travels to client locations and to HQ in Charlotte, NC, as requested, but typically 3–7 times per year

Benefits

You have the option to choose from four medical, two dental, and two vision plans to ensure your elections are the best fit for you and your family, including your domestic partner and their child(ren).
Helping you save: you’ll have access to a Health Savings Account with employer contributions, as well as Health and Dependent Care Flexible Spending Accounts.
Planning for the future: you can plan for the near and long term with AGDATA’s 401(k) retirement savings plan with matching company contributions and our tuition reimbursement program.
Ensuring all-around well-being: you’ll also enjoy access to ancillary benefits, Employee Assistance Programs including virtual counseling sessions, Pet Insurance, Ergonomic Assessments, and other discount programs to help you and your family stay on track physically, socially, emotionally, and financially.
Paid time off is available to you, and we also offer competitive holiday options, including the week between Christmas and New Year’s. The special perk is that the entire organization is off at the same time.
Offering flexibility: we understand life happens. You can work from home and partner with your manager to flex your hours.
Need or want to come into our brand-new office space? Free snacks and different types of drinks will be available for you to choose from.
AGDATA invests heavily in our associates’ training and development. Our Training team is fully dedicated to ensuring your onboarding will be successful and also focuses on the continued development of your soft and hard skills.
You’ll have unparalleled visibility and communication with senior leadership across the organization. Each member of our executive team meets with new hires during their first quarter.
Our Shout Out Program gives associates the opportunity to give feedback at any time, which is shared and celebrated company-wide and may even be topped off with an award.
Monthly in-person and virtual town halls led by our CEO and other leaders ensure everyone stays up to date. Lunch is provided so you can socialize and collaborate.