WorkSpan · 4 months ago
Engagement Principal
United States
Full-time
Remote
Senior Level, Lead/Staff
7+ years expWorkSpan is building the world’s largest, trusted co-selling network. The Engagement Principal will lead complex, high-impact customer engagements, serving as a trusted advisor to ensure successful implementations and long-term value delivery.
ComputerSaaSSales AutomationSoftware
Responsibilities
Orchestrate complex customer programs from scoping to go-live to hyper-care; run weekly status, exec SteerCo, and RAID management
Establish clear plans, dependencies, and acceptance criteria across co-sell, marketplace, ecosystem, and AI enablement tracks
Proactively escalate risks, secure decisions, and maintain momentum toward production readiness
Lead CRM/package implementations (Salesforce managed package installs, Dynamics 365, HubSpot) including SSO, permission sets, and environment promotion
Assist in configuration of partner integrations and marketplaces (AWS ACE, Azure/Microsoft Partner Center, Google Partner Advantage; private offers and IAM/CF stacks, Vector IDs, API prerequisites)
Direct field mapping, validation rules, SFDC auto-create flows, and referral automation triggers
Define UAT/production smoke testing strategy; coordinate defect triage and regression; manage hyper-care
Stand up reporting (e.g., Book of Business dashboards), weekly digests, and operational alerts to drive usage
Align on phased rollout (pilot users, teams, partners); ensure enablement, SOPs, and change management are in place
Set expectation baselines, handle escalations, and run monthly/quarterly business reviews
Translate business goals to technical workstreams; publish concise recaps, decisions, and next steps
Assist with quick-start guides, UAT scenarios, and SOPs for sales and partner teams
Identify doc/product gaps and coordinate with Product/Engineering for closure
Mentor internal team members and help scale delivery frameworks
Channel customer requirements into prioritized backlogs
Standardize implementation assets (mapping templates, test plans, governance cadences) across accounts
Qualification
Required
7+ years of experience in customer-facing roles such as Consulting, Professional Services, or Engagement Management
Strong executive presence and experience managing C-level stakeholders
Expertise in leading large-scale SaaS implementations or ecosystem transformation projects
Excellent communication, facilitation, and stakeholder management skills
Strategic thinker with the ability to translate business needs into platform solutions
Comfortable working in a fast-paced, collaborative environment with cross-functional teams
Hands-on CRM integration experience (Salesforce required; Dynamics 365 strong plus; HubSpot nice-to-have)
Preferred
Dynamics 365 strong plus
HubSpot nice-to-have
Company
WorkSpan
WorkSpan is the #1 ecosystem management network that empowers companies to turbocharge and scale their co-sell revenue growth.
51-200 employees
H1B Sponsorship
WorkSpan has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (2)
2021 (1)
Funding
Current Stage
Late StageTotal Funding
$66MKey Investors
Insight PartnersRedline CapitalMayfield Fund
2025-03-24Series D
2022-10-05Series C· $30M
2019-06-03Series B· $27M
Leadership Team
Milind Joshi
Co Founder & CTO
Puneet Mittal
CFO & COO
Recent News
2026-01-22
2025-07-19
2025-05-10
Company data provided by crunchbase