Engagement Manager, Professional Services

Omatic•Mt. Pleasant, SC

1d•Remote

About The Position

Omatic Software helps nonprofits connect their data and unlock the full potential of their technology investments. We build integration and data management solutions that allow mission-driven organizations to spend less time wrestling with systems and more time doing work that matters. Our Professional Services team is at the heart of that promise — and this role leads it. We are looking for 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. You'll report directly to the Director of Professional Services, collaborate cross-functionally with Sales, Product, and Customer Success, and have 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.

Requirements

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

Nice To Haves

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

Responsibilities

Lead, mentor, and coach a team of five Integration Consultants to deliver exceptional customer outcomes
Hire, train, and professionally grow top talent
Conduct performance reviews, set goals, and empower consultants to own their growth
Foster a culture of accountability, curiosity, and continuous improvement
Oversee all Integration Consultant activities and escalation management
Drive the Professional Services team to meet and exceed customer onboarding metrics
Serve as a trusted advisor and escalation point for customers seeking best practices on Omatic products and services
Manage customer escalations with urgency, empathy, and resolution focus
Identify creative technical solutions to complex data and integration challenges
Continuously experiment and improve delivery processes and documentation
Accurately track and report project hours, notes, utilization, and status within internal systems
Provide pre-sales support including scoping, scope delivery, and solution design
Assist the Omatic Sales team in positioning and selling onboarding services
Conduct internal software trainings on tools your team utilizes day-to-day
Engage in ongoing professional development to stay current on industry trends