Engagement Director – Insurance, Financial Services Industries

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteLeadTeam 51-200H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

93 days ago

Salary

$140K - $165K / year

Seniority

Lead

Bachelor Degree4 yrs expEnglish

Job Description

• Manage a portfolio of client projects within specific practice areas, such as financial services, insurance, and more. • Serve as the primary point of contact for clients, taking them through the entire project lifecycle, from contract creation to product release. • Identify and understand client needs, develop and execute client strategies, and ensure the delivery of solutions that align with their business requirements. • Act as an escalation point for project risks, dependencies, and general project delivery concerns. • Develop and maintain project budgets, overseeing financial aspects from the initial sales phase to the final delivery. • Provide clients with advice on various business matters, including strategy, software solutions, and long-term project plans. • Engage with clients to identify opportunities for upselling and cross-selling our services within existing engagements. • Develop and implement organized sales processes to optimize pipeline management. • Build and maintain relationships with clients that lead to new business prospects and opportunities. • Recruit and mentor team members, fostering professional growth and collaboration. • Engage in regular communication with leadership with regards to project updates.

Job Requirements

  • Bachelor's degree in a related field and at least 4+ years of professional experience working in Custom Software Solution delivery.
  • At least 4 years of experience as the primary owner of client relationships and experience in a consulting or professional services role along with experience in enterprise-level custom software delivery.
  • Experience in the Insurance/Insurtech or Financial Services/Fintech Software Solutions industries required.
  • Project Management experience is preferred.
  • Experience navigating client relationships in a remote environment.

Benefits

  • Medical, Dental, and Vision Insurance.
  • Life, Short Term Disability, and Long Term Disability Insurance;
  • accrued time off (25 days/year), paid holidays;
  • annual target bonus;
  • Company sponsored 401(k) plan;
  • Monthly wellness/tech stipends.

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