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NewEdge Growth · 5 days ago

Technical Engagement Manager

KC Metro Area

Full-time

Onsite

Mid, Senior Level

NewEdge Growth is a global RevOps and GTM agency focused on accelerating time to value and increasing profitable growth for private equity-backed B2B SaaS and technology companies. The Technical Engagement Manager will manage and execute software implementation projects, provide strategic consulting to clients, and ensure successful project outcomes through collaboration and ongoing support.

Business Information SystemsConsultingCRMSaaS

Responsibilities

Proven hands-on experience implementing and configuring software like Gong, HubSpot, Salesforce, DealHub and adjacent revenue technology products

Advanced knowledge of CRM platforms (HubSpot, Salesforce, or equivalent) — setup, configuration, custom fields, workflows, reporting, and integrations

Experience designing and deploying integrations across revenue technology stacks, using middleware (Workato, Zapier, Tray.io) or native connectors

Skilled in data management and migrations, including cleansing, deduplication, schema design, and maintaining data integrity across systems

Strong understanding of revenue automation design (e.g., lead routing, task creation, lifecycle stages, alerts, and reporting automation)

Ability to translate business processes into revenue technology configurations that drive measurable improvements in sales execution and reporting

Adept at QA/UAT testing, validation, and troubleshooting to ensure reliable go-lives and seamless system adoption

Skilled in designing implementations with scalability and future growth in mind

Strong ability to conduct discovery sessions and process mapping to identify gaps and opportunities in sales, marketing, and customer success operations

Experience advising clients on best practices in RevOps and GTM technology: including usage, frameworks, scorecards, training, and adoption metrics

Ability to recommend CRM architecture improvements to support better pipeline management, forecasting, and reporting accuracy

Focused on enabling sales productivity, deal visibility, and coaching effectiveness through best-in-class configuration and enablement

Skilled at aligning technology workflows with client business objectives, reducing manual work and increasing adoption

Ability to connect technology enablement directly to business KPIs such as pipeline velocity, quota attainment, and win rates

Proven track record of training end-users and managers on revenue technology such as CRM systems to ensure strong adoption and ROI

Ability to develop playbooks, reporting dashboards, and adoption frameworks that help clients sustain results long after implementation

Proven ability to manage concurrent integration projects, balancing scope, deadlines, and quality

Skilled in coordinating cross-functional delivery teams (admins, developers, and solution architects) to execute on time and on budget

Strong ability to anticipate risks, manage dependencies, and resolve blockers quickly

Experience running project kickoffs, status updates, and stakeholder reviews, ensuring clients understand progress and outcomes

Skilled at explaining technical solutions in business terms — keeping the focus on ROI, adoption, and measurable success

Proven record of maintaining high client satisfaction and trust through consistent, transparent communication

Proficiency in project management systems (ClickUp, Asana, Jira, Smartsheet, or equivalent)

Strong experience documenting project plans, technical requirements, and user guides

Familiarity with Agile and hybrid delivery models for balancing speed and quality

Qualification

CRM platformsRevenue technology integrationData managementProject management systemsTechnical consultingChange enablementClient communicationProblem solvingCollaborationCritical thinking

Required