Icertis · 7 hours ago
Sr. Director, Engagement Lead
United States
Full-time
Remote
Director/Executive
$203K/yr - $290K/yr
12+ years expIcertis is the global leader in AI-powered contract intelligence, and they are seeking a Sr. Director Professional Services – Engagement Lead. This role is responsible for ensuring the overall success and value realization across multiple Icertis platform and AI implementations at mid to large enterprise customers, managing executive stakeholder expectations, and leading cross-functional teams.
Artificial Intelligence (AI)Cloud Data ServicesCRMProcurementSaaS
Responsibilities
Own overall customer engagement success for the duration of the consulting engagement
Serve as the primary executive contact and accountable program leader for assigned customers, leading overall delivery, governance, and quality assurance for the Icertis suite of products across one or more accounts
Manage scope, timelines, and outcomes across multiple parallel implementations, ensuring alignment to client priorities and Icertis best practices
Lead enterprise CLM delivery across multiple customers
Oversee end-to-end AI-first delivery of Icertis products to large and complex, multi-stakeholder enterprises
Ensure effective integration planning and execution with upstream and downstream systems such as SAP, Salesforce, and other key enterprise applications connected to CLM
Engage and consult with personas across the customer leadership in Legal, Contract Management, Procurement, Sales, IT, and Business functions to set expectations on product capabilities and roadmap
Drive consultative and prescriptive engagements on how the customer intends to leverage Icertis, calling out risks and managing them with customer engagement
Lead steering committees and governance forums, clearly communicating risks, tradeoffs, mitigation plans, and progress toward business outcomes
Use practical experience with Gen AI to help define and shape AI use case deployment across customers
Advise customers on the opportunities and guardrails of Gen-AI enabled enterprise apps and design adoption plans that cater to both the product capabilities and the customer AI-readiness
Provide structured feedback to Product and Engineering on product behavior in real-time and collaborate on opportunities to deliver improvements or workarounds, if needed
Partner with PreSales /Solution Advisory in software opportunities to validate solution scope, implementation approach, and delivery risks. Accountable for carrying over that context into Professional Services for day-one readiness
Ensure assumptions, constraints, and high-level designs from sales cycles are translated into executable delivery plans and clearly understood by all delivery teams
Leverage working knowledge of buy-side and sell-side contract management to guide solution approaches that align with legal standards, playbooks, and operational realities
Work comfortably with contract managers and legal stakeholders, helping them interpret how Icertis supports their workflows and where configuration, process change, or AI-driven process makes sense
Partner closely with offshore Professional Services, Product, Engineering, and Support leaders to ensure coordinated global delivery and timely issue resolution
Support staffing and capability planning to ensure engagements have the right mix of functional, technical, and AI expertise to succeed
Bring a mindset of constant learning and help drive opportunities for constant improvement in AI-led delivery practices, striving to deliver a world-class consulting experience for our customers
Qualification
Required
12–18 years of experience delivering enterprise SaaS or large transformation programs at mid to large-enterprise customers, ideally in HLS, BFSI, TMT, and/or CGRT
Background or direct partnership with Professional Services for an enterprise SaaS company or in a large global systems integrator, with responsibility for leading complex, multi-workstream programs
Proven track record as an engagement/program lead managing executive stakeholders, multidisciplinary teams, and dependencies across multiple concurrent client programs
Working knowledge of enterprise contract management processes and experience working with various business groups and personas
Practical, hands-on experience using GenAI enabled tools (e.g., copilots inside productivity suites, AI augmented document analysis, or similar) and understanding how Gen AI enhances SaaS applications in real practice
Ability to learn and articulate both the strengths and guardrails of GenAI enabled enterprise apps and to guide mid to senior business and IT stakeholders on applicable AI use cases for CLM across business functions
Strong command of customer engagement: facilitation, expectation management, risk management, issue resolution, and executive communication
Excellent communication, storytelling, and relationship building skills; comfortable presenting to VP/C-level audiences and leading steering committees
Bachelor's degree in Business, Information Systems, Engineering, or a related field; advanced degree is a plus
Preferred
Experience specifically with CLM platforms (Icertis preferred) or adjacent systems used by Legal and Contract Management
Exposure to delivering or governing AI-powered features within enterprise SaaS products (e.g., copilots, document intelligence, recommendation engines)
Familiarity with SAP, Salesforce, and other common enterprise platforms that integrate with CLM
Experience in global delivery models, working with offshore teams across time zones
Benefits
Robust medical, dental, vision, and mental health benefits.
Employee Assistance Program (EAP).
Equity (RSUs) and shared ownership in the company.
Generous 401(k) match.
Flexible work environment.
Paid maternity and paternity leave.
Generous holiday and PTO program.
CaaS (Coaching as a Service).
Annual personal development allowance.
7 Days for Humanity – seven paid volunteer days annually.
Global and regional DEIB steering committees and employee resource groups (ERGs).
Global DEIB training programs and guest speakers throughout the year.
Company
Icertis
Icertis is an AI-powered contract management platform that ensures compliance and minimizes risk.
1001-5000 employees
H1B Sponsorship
Icertis 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 (8)
2024 (4)
2023 (11)
2022 (18)
2021 (20)
2020 (10)
Funding
Current Stage
Late StageTotal Funding
$641.5MKey Investors
B CapitalSilicon Valley BankSAP
2025-07-01Debt Financing· $75M
2025-03-19Series Unknown· $50M
2023-03-01Secondary Market
Leadership Team
Anand Subbaraman
Chief Executive Officer
Monish Darda
Co-founder and CTO
Recent News
2025-12-27
Company data provided by crunchbase