Sign upLog in

Engagement Manager, Professional Services

Omatic

Mt. Pleasant, SC(remote)

Apply
JOB DETAILS
JOB TYPE
Full-time
SKILLS
Alumni Relations, Artificial Intelligence (AI), Best Practices, CRM Integration, Coaching, Communication Skills, Consulting, Continuous Improvement, Cross-Functional, Customer Escalations, Customer Experience, Customer Relations, Customer Satisfaction, Data Management, Data Migration, Detail Oriented, Diversity, Documentation, Email Marketing, Email Technology, Event Management, Funding, Fundraising, Industry/Trade Analysis, Information Technology & Information Systems, Leadership, Mentoring, Metrics, Multitasking, Nonprofit, Onboarding, Operations Processes, Organizational Skills, Peer-to-Peer Marketing, Performance Goal Setting, Performance Reviews, Pre-Sales, Presentation/Verbal Skills, Process Improvement, Professional Services, Project Management Software, Project Tracking, Project/Program Management, Sales, Sales Support, Salesforce.com, Schedule Development, Service Level Agreement (SLA), Software as a Service (SaaS), System Integration (SI), Team Building, Team Lead/Manager, Team Player, Time Management, Training Tools, Training/Teaching, Writing Skills
LOCATION
Mt. Pleasant, SC
POSTED
6 days ago
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. You'll 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.

You'll 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 YOU'LL 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
Customer Success & Delivery
  • 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
Operations & Process
  • 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
WHAT YOU BRING
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
Preferred
  • 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 Monday.com 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
WHAT SUCCESS LOOKS LIKE
In your first 90 days, you'll have built strong relationships with your team and key stakeholders, gained deep familiarity with Omatic's 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 you're 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.

Powered by JazzHR

About the Company

O

Omatic

Resume Resources

Free Resume TemplatesFree Resume Builder