Engagement Manager, Professional Services
Job Location:
Job Location:
Mount Pleasant, TX - USA
Monthly Salary:
Not Disclosed
Monthly Salary:
Posted on:
5 days ago
Posted on:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
ABOUT OMATIC SOFTWARE
Omatic Software helps nonprofits connect their data and unlock the full potential of their technology investments. We build integration and data management solutions that allow mission-driven organizations to spend less time wrestling with systems and more time doing work that matters. Our Professional Services team is at the heart of that promise and this role leads it.
THE OPPORTUNITY
We are looking for an Engagement Manager Professional Services to lead grow and elevate our team of Integration Consultants. This is a player-coach leadership role with high visibility. Youll report directly to the Director of Professional Services collaborate cross-functionally with Sales Product and Customer Success and have direct exposure to the C-suite.
Youll be the trusted advisor our customers and consultants turn to. Someone who sets the standard for delivery excellence champions process improvement and builds a team that consistently exceeds expectations. You will manage a team of five Integration Consultants and own the health of our onboarding metrics end-to-end.
WHAT YOULL DO
Team Leadership & Development
Required
In your first 90 days youll have built strong relationships with your team and key stakeholders gained deep familiarity with Omatics product suite and delivery methodology and identified at least one process improvement to pilot. Within six months your team is hitting onboarding SLAs customer satisfaction is trending up and youre seen as the go-to resource for escalations and delivery best practices.
ROLE DETAILS
WHY OMATIC
Omatic Software is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Omatic Software helps nonprofits connect their data and unlock the full potential of their technology investments. We build integration and data management solutions that allow mission-driven organizations to spend less time wrestling with systems and more time doing work that matters. Our Professional Services team is at the heart of that promise and this role leads it.
THE OPPORTUNITY
We are looking for an Engagement Manager Professional Services to lead grow and elevate our team of Integration Consultants. This is a player-coach leadership role with high visibility. Youll report directly to the Director of Professional Services collaborate cross-functionally with Sales Product and Customer Success and have direct exposure to the C-suite.
Youll be the trusted advisor our customers and consultants turn to. Someone who sets the standard for delivery excellence champions process improvement and builds a team that consistently exceeds expectations. You will manage a team of five Integration Consultants and own the health of our onboarding metrics end-to-end.
WHAT YOULL DO
Team Leadership & Development
- Lead mentor and coach a team of five Integration Consultants to deliver exceptional customer outcomes
- Hire train and professionally grow top talent
- Conduct performance reviews set goals and empower consultants to own their growth
- Foster a culture of accountability curiosity and continuous improvement
- Oversee all Integration Consultant activities and escalation management
- Drive the Professional Services team to meet and exceed customer onboarding metrics
- Serve as a trusted advisor and escalation point for customers seeking best practices on Omatic products and services
- Manage customer escalations with urgency empathy and resolution focus
- Identify creative technical solutions to complex data and integration challenges
- Continuously experiment and improve delivery processes and documentation
- Accurately track and report project hours notes utilization and status within internal systems
- Provide pre-sales support including scoping scope delivery and solution design
- Assist the Omatic Sales team in positioning and selling onboarding services
- Conduct internal software trainings on tools your team utilizes day -to -day
- Engage in ongoing professional development to stay current on industry trends
Required
- Demonstrated success leading or managing a professional services consulting or customer-facing team
- Strong project management skills. Scheduling task management and juggling multiple initiatives simultaneously
- Excellent written and verbal communication skills; ability to translate technical concepts for varied audiences
- Proven ability to build collaborative relationships across internal teams and with external customers
- Superior time management and organizational skills with exceptional attention to detail
- Technical aptitude and comfort navigating SaaS platforms and integration tools
- Ability to thrive in a fast-paced team-oriented environment and adapt to changing priorities
- Self-motivated learner who proactively advances their product and industry knowledge
- Expertise on Omatic products and remain well-versed on product features and functionality
- Experience working with or supporting nonprofit organizations
- Familiarity with nonprofit systems such as email marketing peer-to-peer fundraising online donations events management or alumni/membership management platforms
- Proficiency with project management tools as well as Salesforce such as or similar
- Experience leveraging AI tools (e.g. Claude ChatGPT) to improve personal and team productivity
- Background in data migration systems integration or CRM administration
- Years of experience: 5-7
In your first 90 days youll have built strong relationships with your team and key stakeholders gained deep familiarity with Omatics product suite and delivery methodology and identified at least one process improvement to pilot. Within six months your team is hitting onboarding SLAs customer satisfaction is trending up and youre seen as the go-to resource for escalations and delivery best practices.
ROLE DETAILS
- Department: Customer Experience
- Reports To: Director Professional Services
- Team Size: 5 Integration Consultants
- Location: Remote / Flexible
- Employment Type: Full-Time
- Travel: Minimal
WHY OMATIC
- Mission-driven company making a real impact in the nonprofit sector
- Collaborative low-ego culture that values results and continuous improvement
- High visibility role with direct C-suite exposure and room to grow
- Competitive compensation benefits and flexible work environment
- A team that genuinely cares about customers each other and the work
Omatic Software is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Required Experience:
Manager
About Company
Data integration company, Omatic Software is a top vendor for nonprofit organizations all over the world! Click here or call 888-662-8426 to learn how our nonprofit database software can help your organization import, export, manage and analyze data!
