Engagement Manager – Professional Services

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Omatic

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2002

💰 Private Equity Round on 2016-07

With over 80% of Nonprofit organizations leveraging 4+ cloud solutions today, the need for an integration solution uniquely tailored for Nonprofits has never been greater. Omatic solutions are purpose-built using the direct feedback of our 3,000+ social good clients.

📋 Description

• 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

🎯 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 • Expertise on Omatic products and remain well-versed on product features and functionality (Preferred) • Experience working with or supporting nonprofit organizations (Preferred) • Familiarity with nonprofit systems such as email marketing, peer-to-peer fundraising, online donations, events management, or alumni/membership management platforms (Preferred) • Proficiency with project management tools as well as Salesforce such as Monday.com or similar (Preferred) • Experience leveraging AI tools (e.g., Claude, ChatGPT) to improve personal and team productivity (Preferred) • Background in data migration, systems integration, or CRM administration (Preferred) • 5-7 years of experience

🏖️ Benefits

• Competitive compensation, benefits, and flexible work environment • Professional development opportunities