Manager, Customer Scoping & Planning

Strata Decision Technology•Chicago, IL

8h•Hybrid

About The Position

As the Manager of Customer Scoping & Planning, you’ll help define and oversee the process for how we translate customer needs into executable plans. You’ll bring structure to ambiguity, align teams around priorities, and ensure we set customers and internal teams up for success from the outset. This role sits at a critical intersection in the customer journey — connecting Sales, Solution Engineering, and Services to ensure we move from deal to delivery with clarity, alignment, and confidence. You’ll play a key role in balancing customer goals with Strata’s internal resources — helping us scale effectively, via automation and innovative approaches, while maintaining a high bar for customer experience. This includes shaping how we scope work, plan resources, and develop customer-ready implementation roadmaps.

Requirements

Experience working with Strata customers; strong understanding of our solutions and delivery model preferred
Strong Salesforce and Excel skills
Proven ability to work effectively across teams and navigate cross-functional dependencies
Excellent communication skills — able to simplify complexity and create shared understanding
Strong critical thinking and problem-solving skills, with sound judgment in ambiguous situations with a demonstrated ability to prioritize strategically
Demonstrated experience in applying technology and process to drive efficiency and scale

Nice To Haves

Growth-minded, with a strong sense of accountability and ownership
Ability to bring clarity and structure to complex or evolving situations
Thoughtful decision-maker who can balance competing priorities and act as a neutral arbiter
Collaborative and pragmatic, with a focus on driving the best outcome for customers and the business
A “roll your sleeves up” attitude and desire to make an impact

Responsibilities

Partner with Sales, Solution Engineering, and Services to scope customer engagements, translating business needs into clear, actionable implementation plans and customer-first decisions
Own processes related to customer scoping and planning, adopting a continuous improvement mindset and a focus on AI automation opportunities
Engage directly with customers throughout the sales process, providing consultative support and expertise
Build and align on customer roadmaps, including sequencing, timelines, and dependency management
Lead resource planning and slotting to ensure alignment between customer demand and delivery capacity
Act as a connective layer between Growth and Services, driving continuity and shared accountability
Strategize and prioritize across opportunities to support targets while maintaining strong customer experience
Identify risks, trade-offs, and dependencies early, and guide teams toward clear, well-informed decisions
Partner with Contracts to maintain the price books and scope books, including product and services offerings
Support all Strata verticals, including healthcare, higher education, and financial institutions