BayOne Solutions · 11 hours ago
Customer Engagement Manager
Santa Clara County, CA
Contract
Onsite
Entry, Mid Level
$45/hr - $55/hr
2+ years expBayOne Solutions is seeking a highly organized, customer-focused Executive Briefing Center (EBC) Manager to lead the planning and execution of high-impact executive briefings. This role involves managing customer engagements, coordinating logistics, and ensuring a seamless experience to support executive engagement and strategic account growth.
Telecom & CommunicationsSaaSSoftwareInformation TechnologyInformation and Communications Technology (ICT)Information Services
Hiring Manager
Bhushan Panchal
Responsibilities
Own the full lifecycle of customer briefings—from intake and qualification through post-event follow-up and reporting
Evaluate briefing requests based on sales impact, revenue potential, executive audience level, strategic importance, and stage in the sales cycle
Partner closely with sales and account teams to define objectives and design tailored, outcome-driven agendas aligned to customer priorities
Source, align, and confirm executive speakers and subject matter experts across cross-functional teams
Lead and facilitate preparation calls to ensure alignment on messaging, objectives, and customer context
Confidently present, host, and facilitate Executive Briefings as needed—guiding executive-level discussions, managing agenda flow, maintaining time discipline, and ensuring a polished, high-impact customer experience
Serve as the on-site lead during briefings, proactively managing logistics and adapting in real time to deliver a seamless experience
Manage all logistics including catering, transportation, A/V coordination, interpretation services, and vendor management
Maintain accurate and up-to-date records within the briefing management system (e.g., BriefingSource) and CRM tools
Conduct post-briefing follow-up, gather feedback, and track engagement outcomes and opportunity progression
Serve as a strategic consultant to account teams on how to leverage the EBC program to advance pipeline and strengthen executive relationships
Support broader executive programs and marketing initiatives, including occasional travel for EBC on the Road and flagship events
Collaborate cross-functionally with Sales, Marketing, Product, Customer Success, and Executive Leadership to ensure alignment and execution excellence
Qualification
Required
2+ years of experience in customer experience, executive events, sales support, marketing, or related customer-facing roles
Strong project management skills with demonstrated ability to manage multiple complex engagements simultaneously with competing deadlines
Exceptional verbal, written, and presentation communication skills; confident interacting with executive-level stakeholders
Proven ability to facilitate meetings and guide discussions with senior leaders and customers
Highly organized, detail-oriented, and proactive in identifying risks and solving problems
Demonstrated ability to build trusted relationships across functions and levels, including executives and senior leaders
Professional presence, executive maturity, and strong judgment in high-visibility environments
Comfortable working in a fast-paced, deadline-driven setting
Familiarity with briefing management systems (e.g., BriefingSource), CRM tools (e.g., SFDC), and collaboration platforms (Slack, Google Workspace)
Willingness to travel occasionally for events and EBC on-the-road engagements
Preferred
Experience facilitating Executive Briefings or high-level customer engagements is strongly preferred
Experience in the technology industry is a plus
Strategic thinker with a customer-first mindset
Confident facilitator who can manage executive presence and guide high-stakes discussions
Strong sense of ownership and accountability
Diplomatic, poised, and calm under pressure
Passion for operational excellence, teamwork, and continuous improvement
Company
BayOne Solutions
BayOne Solutions provides computer programming services.
501-1000 employees
H1B Sponsorship
BayOne Solutions 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 (23)
2024 (25)
2023 (20)
2022 (30)
2021 (20)
2020 (37)
Funding
Current Stage
Late StageLeadership Team
Yogesh Virmani
CEO and Co-founder
Rahul Sharma
President and Co-founder
Recent News
Company data provided by crunchbase