Client Engagement Manager jobs in United States
cer-icon
Apply on Employer Site
company-logo

Candescent · 20 hours ago

Client Engagement Manager

Candescent is a leading cloud-based digital banking solutions provider for financial institutions, transforming digital banking with intelligent solutions. The Client Engagement Manager is responsible for ensuring client satisfaction, managing complex digital banking initiatives, and fostering strong relationships with clients while overseeing project delivery and performance.

BankingFinancial ServicesSaaS
check
H1B Sponsor Likelynote

Responsibilities

Serve as the main point of contact for assigned banking clients, building and maintaining trusted relationships with key stakeholders, including senior executives
Understand clients’ business objectives, challenges, and strategic goals to align our software solutions with their needs
Proactively address client concerns, provide timely solutions, and ensure a high level of client satisfaction and trust
Act as a client advocate within the company, ensuring client feedback is communicated and considered in product development and service improvements
Contribute client feedback to product roadmap planning and serve as a voice of the customer in internal forums
Support the DSM in identifying cross-sell, upsell, and co-innovation opportunities, driving long-term account growth
Own program-level delivery oversight, including defining scopes, managing implementation plans, setting timelines, and coordinating internal and client-side resources
Monitor and manage project timelines, budgets, and deliverables to meet or exceed client expectations
Lead cross-functional project teams, collaborating across Product, Engineering, Support, and Operations to ensure seamless delivery from onboarding through expansion
Act as a program escalation point, quickly resolving delivery challenges and communicating impact and solutions to senior stakeholders
Oversee key technical implementations including core banking integrations, teller system upgrades, and digital self-service launches
Prepare and present regular account reviews to clients and internal stakeholders, highlighting successes, challenges, and opportunities for further alignment and growth
Monitor and analyze delivery metrics such as on-time/on-budget, backlog of support issues, mean time to resolution, and client satisfaction scores (CSAT, NPS)
Facilitate executive-level touchpoints (QBRs, roadmap reviews, check-ins) with the DSM to align on client strategy, delivery progress, and value realization
Actively track account health, risks, and project dependencies using CRM and collaboration tools; deliver insights to internal stakeholders and clients while mitigating risks and escalating issues as needed to maintain project momentum

Qualification

Client leadershipProgram managementTechnical implementationProject delivery methodologiesCore banking platformsSaaS experienceDigital transformationCommunication skillsAnalytical mindsetExecutive presenceStakeholder managementProblem-solving skillsAttention to detailCross-functional coordination

Required

Bachelor's degree in Business, Finance, or a related field; a Master's degree is a plus
Executive presence and excellent communication skills, capable of interfacing with C-level executives and translating technical details into business value
3-6+ years of experience in client leadership, program management, engagement management, or implementation delivery in SaaS, fintech, or financial services technology
Proven track record of leading multi-phase, large projects involving technical implementation, stakeholder management, and post-launch support
Proficiency in project management and the ability to coordinate cross-functional teams
Ability to manage competing priorities and multiple complex programs simultaneously, while delivering high levels of client satisfaction
Proven experience in project delivery methodologies (Agile, Waterfall, or hybrid), and tools like Jira, MS Project or Smartsheet and Salesforce
Analytical mindset with strong problem-solving skills and attention to detail
Ability to travel as needed to meet with clients and attend industry events

Preferred

Strong understanding of core banking platforms, SSO/API integrations, digital onboarding, and teller infrastructure upgrades preferred
Strong knowledge of financial services, digital transformation, and customer experience trends in both retail and commercial banking environments

Company

Candescent

twittertwitter
company-logo
Candescent is a digital banking platform that offers online banking, account openings, and digital transaction services.

H1B Sponsorship

Candescent 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 (7)

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Donald Chesnut
Chief Design Officer
linkedin
leader-logo
Gareth Gaston
Chief Product Officer
linkedin
Company data provided by crunchbase