Engagement Manager Job Description Template

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Engagement Manager Job Description Template

What is a Engagement Manager?

Engagement managers are responsible for managing client relationships, ensuring project delivery, identifying new business opportunities, and coordinating with internal teams. They must possess strong communication and organizational skills.

A bachelor's degree in business administration or a related field is typically required. Prior experience in project management or client services is often necessary.

Engagement Manager Job Description Template

Job Brief

We are looking for an Engagement Manager to build positive relationships with clients during projects. You’ll be the assigned clients’ first point of contact, ensuring that our customers remain satisfied with our services.

To succeed in this role, you’ll need to communicate well and multi-task under tight deadlines. Experience in sales and customer service is an asset in this position. If you’re a team player and a problem-solver, we’d like to meet you.

Your goal will be to ensure that our relationships with customers are strong, profitable and enduring.


  • Foster positive relationships with our customers as their primary point of contact
  • Help clients implement services and plan projects effectively
  • Ensure that contract terms and conditions are met
  • Manage invoices and bills for assigned customers
  • Identify upselling and cross-selling opportunities
  • Address customer issues with speed and efficiency
  • Work with sales teams to generate new business
  • Prepare reports on project performance


  • Proven experience as an Engagement Manager
  • Project management experience
  • Background in sales and customer service is a plus
  • Proficient in MS Office and CRM/project management software
  • Strong organizational and multitasking skills
  • Customer-oriented approach
  • Excellent verbal and written communication abilities
  • Sharp business acumen
  • Problem-solving aptitude
  • BSc/BA in Business or similar field

What does Engagement Manager do?

A Engagement Manager is typically responsible for managing client relationships and overseeing the successful delivery of projects or services. On a day-to-day basis, the responsibilities of an Engagement Manager may include:

  1. Client Relationship Management: Engaging with clients to understand their requirements, objectives, and expectations. Building and maintaining strong relationships with clients and acting as the main point of contact.

  2. Project Planning: Collaborating with cross-functional teams to develop project plans, set goals, define deliverables, and determine resource allocation. Ensuring that project timelines and budgets are met.

  3. Team Management: Leading and coordinating teams to ensure the successful execution of projects. Assigning tasks, managing workloads, and monitoring progress. Providing guidance and support to team members as needed.

  4. Risk and Issue Management: Identifying risks and issues that may impact project delivery or client satisfaction. Developing mitigation strategies and taking necessary actions to resolve problems or escalate them to senior leadership, as required.

  5. Quality Assurance: Monitoring project activities to ensure adherence to quality standards and client requirements. Conducting regular assessments and reviews to identify areas for improvement and implementing corrective actions.

  6. Communication and Reporting: Facilitating effective communication between clients, team members, and stakeholders. Providing regular updates, progress reports, and insights to clients and senior management.

  7. Business Development: Collaborating with sales and business development teams to identify new opportunities, generate leads, and contribute to the growth of the client portfolio.

  8. Stakeholder Engagement: Engaging with internal and external stakeholders to ensure alignment of goals, expectations, and requirements. Building relationships with key stakeholders and proactively addressing their concerns.

  9. Continuous Improvement: Learning and staying updated on industry trends, best practices, and emerging technologies. Identifying opportunities to improve processes, methodologies, and delivery approaches.

  10. Financial Management: Monitoring project budgets and financials, ensuring that projects are delivered within the agreed-upon scope and budget constraints.

It is important to note that the specific responsibilities of an Engagement Manager can vary depending on the industry, company, and project.

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