Auxo Solutions · 20 hours ago

Engagement Director

United States

Full-time

Remote

Director/Executive

5+ years exp

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Software

No H1B

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Responsibilities

Manage a portfolio of client projects within specific practice areas, such as financial services, insurance, and more.

Serve as the primary point of contact for clients, taking them through the entire project lifecycle, from contract creation to product release.

Identify and understand client needs, develop and execute client strategies, and ensure the delivery of solutions that align with their business requirements.

Act as an escalation point for project risks, dependencies, and general project delivery concerns.

Develop and maintain project budgets, overseeing financial aspects from the initial sales phase to the final delivery.

Provide clients with advice on various business matters, including strategy, software solutions, and long-term project plans.

Engage with clients to identify opportunities for upselling and cross-selling our services within existing engagements.

Develop and implement organized sales processes to optimize pipeline management.

Build and maintain relationships with clients that lead to new business prospects and opportunities.

Recruit and mentor team members, fostering professional growth and collaboration.

Regular communication with leadership with regards to project updates.

Effectively manage schedules of assigned team members and self.

Adhere to all company processes and policies as outlined.

Effective communication with clients and employees.

Qualification

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Client relationship managementConsulting experienceEnterprise-level software deliveryInsurance industry experienceRemote client navigationBusiness strategy adviceProject management

Required

At least 5 years of experience as the primary owner of client relationships and experience in a consulting or professional services role along with experience in enterprise-level custom software delivery.

Strong experience in the Insurance or Insurtech Industries, Life Insurance preferred.

Bachelor's degree in a related field

Experience navigating client relationships in a remote environment