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Engagement Manager
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See open jobs at OnePlan.See open jobs similar to "Engagement Manager" Aldrich Capital Partners.Sales & Business Development
United States
Posted 6+ months ago
Shorten your drive to work with OnePlan’s remote-first work environment where you can learn and enjoy being a part of a tech-savvy and witty team; all while never leaving your favorite place. At OnePlan Solutions we want our employees to achieve mastery and autonomy, while empowering each other to achieve our goals. As an organization, this means optimizing the success of our customers through technology, learning, and expertise, all while having the courage to adapt. This openness to continuous improvement is at the core of our playbook and we take pride in nurturing and learning both within and outside the organization. Lastly, the best part about working at OnePlan is our guiding principle of “Have Fun”; we love to stay lighthearted and make sure our team members have the room to enjoy themselves each day.
OnePlan is a trusted global provider of digital transformation services and solutions, with expertise in portfolios of products, services and projects. In 2019 and 2020, 2021 and 2022 OnePlan’s team was awarded the Global Microsoft Partner of the Year for Project and Portfolio Management award and finalist demonstrating breakthrough customer impact and solution innovation. We have numerous Microsoft credentials, as well as key certifications in the Scaled Agile Framework.
Our software and services help our customers operate with business agility: productivity, speed to market, quality and employee engagement. Our partnership is with Microsoft, with whom we continuously align on a bright vision for the future of work. To learn more please visit: https://oneplan.ai/
Job Description
The position of Engagement Manager is responsible for ensuring that our clients are engaged with the our products and services. The role goes beyond sales, consulting, and project management by ensuring that the client maintains an interest in the products and services and is satisfied every step of the way.
Engagement Managers should have significant experience in leading teams that provide our clients proven best practices and assist non-technical people in understanding how the OnePlan Solutions technologies and services can impact and improve their business practices. They will collaborate with sales and technical teams to design and execute strategic business plans including best practices, training workshops, and executive presentations.
Engagement Managers ensure that projects are well planned and that project risks are mitigated and/or addressed throughout the execution. They will also assess quality control and identify opportunities for improvement and efficiencies regarding processes, tools, and systems. Success is measured through client satisfaction, continuous improvement, project effectiveness KPIs and profitability KPIs.
Responsibilities
- Day-to-day interaction with the customer (main point of contact).
- Creating & maintaining a project schedule with milestones and tasks.
- Entering weekly status & producing project status report to be delivered to the customer weekly.
- Meet budgetary objectives and make adjustments to project constraints based on financial analysis.
- Manage scope for implementation and ensure all parties understand when customer requests are deviating from the scope.
- Track change requests, work with the team to determine options, estimates and create change orders.
- Lead business strategy workshops and produce phased roadmap from customer needs & requirements.
- Act as a leader in sprint grooming and/or gathering requirements & user stories.
- Act as a lead or provide support to Solution Consultant in creating requirement documentation, process flow diagrams, and configuration specifications – gain customer sign-off.
- Act as a lead or provide support to the Solution Consultant in configuring the solution.
- Act as a lead or provide support to Solution Consultant for End User training.
- Participate as a member of the OnePlan Solutions Solutions implementation team in discovery sessions to understand the client's business objectives and system needs.
- Work with a Solutions Architect and/or Solution Consultant to design the solution that best meets the client's requirements.
Must-Have Skills
- Bachelor's degree in technical or related field or equivalent work experience.
- Proven working experience in project management.
- Ability to learn and master new technologies with a technical and math aptitude.
- Enterprise-level business project experience with strong process analysis, design, and documentation skills.
- Excellent MS Office and MS product knowledge.
- Strong interpersonal skills with superior written and verbal communication skills.
- Extremely detail-oriented and customer-focused.
- Project Management Professional (PMP) / Scrum Master Certification (SCM) / SAFe Certifications.
- Microsoft Certified Professional.
Desirable Skills
- Excellent business process and/or project experience using tools such as Visio, MS Project, and any relational database system.
- Analytical nature with the ability to solve complex business issues.
- Technical aptitude and a high degree of self-motivation to train and achieve OnePlan Solutions and Microsoft application, customizations, and installations certifications.
- Excellent business process and best practices experience or aptitude.
- Outstanding verbal, written, and presentation skills with the ability to build effective customer relationships.
Upon receipt of an offer letter, candidates will be subject to a standard background check process.
OnePlan Solutions is an equal opportunity employer. We are committed to inclusive, barrier-free recruitment and selection processes, including our work environment. We especially welcome applications from Indigenous peoples, members of racialized communities, persons with disabilities, women, and persons who identify as 2SLGBTQ+. We also encourage applications from people with disabilities, and accommodations will be available on request from candidates taking part in all aspects of the selection process. We will accommodate the needs of applicants throughout all the stages of the recruitment and selection process. All information that is received regarding accommodations will be kept confidential.
This job is no longer accepting applications
See open jobs at OnePlan.See open jobs similar to "Engagement Manager" Aldrich Capital Partners.