Client Engagement Partner

Precise Resource•Atlanta, GA

About The Position

Precise Resource, Inc. is assisting its client in locating a Client Engagement Manager. The client is a company transforming how banks and credit unions connect with customers across mobile, in-branch, and online. They offer an ecosystem of ready-to-deploy tools and integrations, powered by an API-first architecture and a robust developer toolkit. The Client Engagement Manager will be the primary point of contact for a select group of banking and credit union clients, leading the end-to-end delivery of complex digital and branch transformation initiatives. This role involves program delivery ownership and relationship management, ensuring a seamless client experience while managing timelines, dependencies, and cross-functional coordination. The position is crucial for driving adoption, satisfaction, and business impact for core financial institutions. The Client Engagement Manager will partner with a Digital Sales Manager (DSM) who co-owns the relationship and leads incremental sales. This role requires a blend of project management expertise, relationship leadership, and a deep understanding of the digital banking landscape.

Requirements

Bachelor’s degree in Business, Communications, Information Systems, or related field (or equivalent work experience)
3–5 years of experience in client leadership, project management, or implementation delivery in SaaS, fintech, banking or financial services technology.
Proven experience in project delivery implementations and methodologies (Agile, Waterfall, or hybrid), and tools like Jira, MS Project, Smartsheet, and Salesforce.
Proven track record of leading projects involving technical implementation, stakeholder management, and post-launch support.
Customer-first mindset with high attention to detail and service orientation.
Strong written and verbal communication skills, with the ability to translate project details into client-facing updates.
Ability to manage competing priorities and multiple projects simultaneously, while delivering high levels of client satisfaction.

Nice To Haves

Strong knowledge of financial services, digital transformation, and customer experience trends in both retail and commercial banking environments is preferred.
Strong understanding of core banking platforms, SSO/API integrations, digital onboarding, and teller infrastructure upgrades is preferred.
Executive presence and excellent communication skills, capable of interfacing with C-level executives and translating technical details into business value, is preferred.

Responsibilities

Serve as the primary relationship owner and delivery lead for 8 – 13 core financial institution clients, ensuring projects and services are executed with precision and quality.
Own program-level delivery oversight, including defining scopes, managing implementation plans, setting timelines, and coordinating internal and client-side resources.
Lead cross-functional project teams, collaborating across Product, Engineering, Support, and Operations to ensure seamless delivery from onboarding through expansion.
Monitor delivery metrics such as on-time/on-budget, backlog of support issues, mean time to resolution, and client satisfaction scores (CSAT, NPS).
Facilitate executive-level touchpoints (QBRs, roadmap reviews, check-ins) with the DSM to align on client strategy, delivery progress, and value realization.
Actively track account health, risks, and dependencies using CRM and collaboration tools; deliver insights and reports to internal stakeholders and clients.
Oversee key technical implementations including core banking integrations, teller system upgrades, and digital self-service launches.
Act as an escalation point, quickly resolving delivery challenges and communicating impact and solutions to senior stakeholders.
Contribute client feedback to product roadmap planning and serve as a voice of the customer in internal forums.
Support the DSM in identifying cross-sell, upsell, and co-innovation opportunities, driving long-term account growth.