Senior Engagement Manager

Clutch

4d • Remote

About The Position

Engagement Managers are the driving force behind Credit Union onboarding at Clutch, owning the end-to-end success of implementation projects from kickoff through go-live. This is a builder's role: you'll operate with a high degree of autonomy, defining structure and process where it doesn't yet exist rather than waiting for it to be handed to you. You'll bring a consultative approach to every engagement: diagnosing what a customer actually needs, not just what they ask for, and prescribing the right path forward with confidence. Partnering closely with Implementation Engineers and internal and external project teams, you'll translate a customer's business objectives into an executable plan and hold every work stream accountable to it.

Requirements

• 5+ years of experience in engagement management, professional services, or implementation project management, ideally within enterprise SaaS or fintech
• A consultative background with experience diagnosing underlying business problems to prescribe pragmatic recommendations rather than just executing what's asked
• Strong product instincts with genuine curiosity to develop real depth on the Clutch platform, enough to guide customers with authority rather than defer to others on product questions
• Proven track record independently owning a full implementation or project lifecycle, including making tradeoff and sequencing calls yourself, not just executing a plan someone else scoped
• A builder's mentality: genuinely energized by creating structure and process where none exists yet, rather than needing an established playbook
• Comfort operating with significant autonomy and limited formal support; a "figure it out" instinct paired with the judgment to know when to ask for help
• A mindset of using AI as a working tool to continuously sharpen your own process and project execution, not just as a novelty
• Demonstrated ability to hold cross-functional partners accountable to deliverables and quality without formal authority over them
• Executive-level stakeholder management: comfortable building trust and communicating with VP and C-level customer stakeholders as an advisor, not just a project executor
• Hands-on experience with enterprise software implementation across both waterfall and agile methodologies
• Sound judgment on risk and scope

Nice To Haves

• Ramp into Clutch's implementation methodology and the credit union/banking domain, building the fundamentals for driving customer outcomes through principled judgment rather than a fixed playbook
• Begin managing your first engagements, understanding each customer's business objectives and current project status
• Establish initial rapport with customer stakeholders and your internal project team partners
• Get oriented on the full portfolio you'll own and how it's currently tracking against milestones

Responsibilities

• Drive the full project management lifecycle for a portfolio of onboarding projects: developing project plans and work breakdown structures, running status reporting and communication cadences with executive sponsors, and proactively identifying and mitigating implementation risk before it threatens a timeline or relationship.
• Approach each engagement consultatively, backed by strong product instincts, not just process expertise.
• Hold cross-functional project teams accountable to milestones and quality standards through credibility and influence.
• Help build the methodologies that raise the bar for the broader Implementation team as Clutch's product and customer base grow.
• Bring your own judgment to ambiguous situations, build structure from scratch, and move forward without waiting for a playbook to catch up to you.
• Drive onboarding efforts across your full portfolio of customers, partnering with the project team to prescribe best-practice recommendations that achieve each customer's business goals.
• Develop detailed project plans and work breakdown structures that create urgency and hold both client and internal project teams accountable to milestone dates and work quality.
• Produce weekly status reporting and communication plans for executive sponsors and internal/external project teams.
• Proactively identify implementation risks and mitigate them before they impact timelines or satisfaction.
• Build strong, trust-based relationships with customer stakeholders.
• Bring clarity and structure to ambiguous or undefined situations without needing to be told how.
• Execute implementation projects in close partnership with clients' executive-level sponsors, driving milestone meetings (onsite and virtual) and developing new project artifacts as needed.
• Track detailed scope of engagement, working with customers to estimate and execute change orders when scope shifts.
• Develop deep credit union domain and product expertise, becoming a trusted thought leader who prescribes solutions rather than just facilitates process.
• Coach and mentor project team members to raise the bar on the team, both internally and with the client.
• Actively contribute to the practices and methodologies that help the Implementation team scale.

Benefits

• Remote Flexibility: Enjoy the freedom of remote work from anywhere, balancing life and career seamlessly.
• Unforgettable Off-Sites: Twice a year, bond with colleagues in exciting destinations, fostering teamwork and fresh ideas.
• Paid Time Off: Enjoy flexible PTO days yearly for relaxation and rejuvenation.
• Stock Options: Joining us means having a stake in our success, so you'll receive stock options as part of your compensation package.
• Home Office Setup: Create your ideal workspace with a dedicated budget for home office essentials.
• Work Trip Budget: Grow personally and professionally with a budget for work-related trips and co-working.
• Health Coverage: Prioritize your well-being with comprehensive health and dental insurance plans.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed