About this role
Finance Services Engagement Manager
Job Description: Senior Operations Manager - Finance Services Engagement Manager Location: Houston, TX On-Site As a senior Operations Manager in an Engagement Manager role, the responsibilities are as below: • Identify, evaluate, and pursue new business opportunities within existing and prospective client accounts. • Provide strategic account intelligence and recommendations to support proactive client engagement and revenue growth. • Develop proposals, Statements of Work (SOWs), and business solutions in partnership with Procurement, Legal, Finance, and Delivery teams. • Assess customer business requirements and align organizational capabilities to deliver value-driven solutions. • Conduct competitive analysis and market assessments for assigned client portfolios. Client Relationship Management • Build and maintain relationships with senior client executives and key stakeholders across multiple business functions. • Lead executive meetings, customer visits, governance reviews, and engagement activities. • Serve as the primary point of contact for portfolio performance reviews, escalation management, and risk mitigation activities. • Monitor customer satisfaction metrics and implement service improvement initiatives based on customer feedback. • Coordinate participation in industry events, conferences, and client engagement activities that strengthen strategic partnerships. • Collaborate with Delivery Management, Finance, Legal, and Service Line leadership to resolve customer concerns and improve account performance. Leadership & People Management • Manage and oversee teams supporting assigned accounts, programs, and operational initiatives. • Assign work, establish goals, monitor performance, and ensure successful execution of client commitments. • Provide technical and managerial guidance to solution development and delivery teams. • Support employee development through coaching, mentoring, training programs, and performance management processes. • Participate in recruiting activities, including leading interview panels for senior-level positions. • Provide recommendations regarding promotions, transfers, developmental opportunities, and performance improvement actions. • Facilitate executive-level meetings to identify and develop new business opportunities. • Provides leadership and direction to Senior Project Managers, Technology Architects, Principal Consultants, Technology Leads, and delivery teams supporting customer programs. • Acts as a strategic advisor to internal and external stakeholders. • Drives customer growth, operational excellence, and long-term account success through effective governance and relationship management. • Works closely with senior organizational leadership to align operational strategies with business goals • Expand organizational presence across client business units and departments through strategic account planning. • Understand customer challenges and collaborate with internal teams to develop solutions that address business objectives. • Evaluate business opportunities based on customer needs, organizational capabilities, and delivery readiness. • Direct teams in solution definition, business case development, and strategic customer engagement. Operational Management & Governance • Exercise decision-making authority over day-to-day finance operations, account management, and program execution. • Establish project objectives, schedules, budgets, quality standards, and performance targets. • Develop and execute operational action plans to support customer and business objectives. • Monitor team performance and ensure deliverables meet customer requirements and contractual obligations. • Conduct weekly and bi-weekly status reviews, performance assessments, and progress meetings. • Provide feedback on assignments and deliverables to maintain alignment with customer expectations. • Oversee contract administration activities, including contract maintenance, scope changes, governance requirements, and legal documentation. • Lead risk management, compliance monitoring, and escalation resolution activities.
Basic Qualifications • Bachelor’s degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education. • At least 9 years of experience in job description. Preferred skills and experience • Strategic account management and client relationship management • Proposal development and contract management • Customer success and stakeholder engagement • Risk management and escalation management • Team leadership and people management • Supply chain and procurement domain knowledge • Cross-functional collaboration