Client Engagement Manager

Overview

Precise Resource, Inc. is a leading privately held Women's Business Enterprise specializing in Executive Search and head-hunting services for Fortune 500 clients across the United States. We have been asked to assist our client in locating a Client Engagement Manager
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Our client is a powerhouse quietly transforming how banks and credit unions connect with their customers across mobile, in-branch, and online, regardless of their core system. With a client list that includes the top three mobile banking apps in the U.S., this innovator is shaping the future of digital finance.

Their platform? An expansive ecosystem of ready-to-deploy tools and plug-and-play integrations. Their secret sauce? An API-first architecture and robust developer toolkit that lets financial institutions build smarter, move faster, and serve customers better wherever they are.

We seek a Client Engagement Manager to serve as the primary point of contact for a select group of banking and credit union clients, leading the end-to-end delivery of complex, high-impact digital and branch transformation initiatives. This strategic, business-savvy leader will play a dual role—program delivery owner and relationship manager, ensuring a seamless client experience while managing timelines, dependencies, and cross-functional coordination with internal teams.

As part of a broader team supporting our client’s top 150 core portfolio clients, this role is crucial in driving adoption, satisfaction, and business impact for our core financial institutions. The Client Engagement Manager partners closely with a Digital Sales Manager (DSM), who co-owns the relationship and leads incremental sales. Together, you’ll create a unified client experience while keeping a laser focus on successful project execution and long-term engagement.

This position blends project management expertise, relationship leadership, and a deep understanding of the digital banking landscape.

• Serve as the primary relationship owner and delivery lead for 8 – 13 core financial institution clients, ensuring projects and services are executed with precision and quality.
• Own program-level delivery oversight, including defining scopes, managing implementation plans, setting timelines, and coordinating internal and client-side resources.
• Lead cross-functional project teams, collaborating across Product, Engineering, Support, and Operations to ensure seamless delivery from onboarding through expansion.
• Monitor delivery metrics such as on-time/on-budget, backlog of support issues, mean time to resolution, and client satisfaction scores (CSAT, NPS).
• Facilitate executive-level touchpoints (QBRs, roadmap reviews, check-ins) with the DSM to align on client strategy, delivery progress, and value realization.
• Actively track account health, risks, and dependencies using CRM and collaboration tools; deliver insights and reports to internal stakeholders and clients.
• Oversee key technical implementations including core banking integrations, teller system upgrades, and digital self-service launches.
• Act as an escalation point, quickly resolving delivery challenges and communicating impact and solutions to senior stakeholders.
• Contribute client feedback to product roadmap planning and serve as a voice of the customer in internal forums.
• Support the DSM in identifying cross-sell, upsell, and co-innovation opportunities, driving long-term account growth.

• Bachelor’s degree in Business, Communications, Information Systems, or related field (or equivalent work experience)
• 3–5 years of experience in client leadership, project management, or implementation delivery in SaaS, fintech, banking or financial services technology.
• Proven experience in project delivery implementations and methodologies (Agile, Waterfall, or hybrid), and tools like Jira, MS Project, Smartsheet, and Salesforce.
• Proven track record of leading projects involving technical implementation, stakeholder management, and post-launch support.
• Customer-first mindset with high attention to detail and service orientation.
• Strong knowledge of financial services, digital transformation, and customer experience trends in both retail and commercial banking environments is preferred.
• Strong understanding of core banking platforms, SSO/API integrations, digital onboarding, and teller infrastructure upgrades is preferred.
• Strong written and verbal communication skills, with the ability to translate project details into client-facing updates.
• Executive presence and excellent communication skills, capable of interfacing with C-level executives and translating technical details into business value, is preferred.
• Ability to manage competing priorities and multiple projects simultaneously, while delivering high levels of client satisfaction.

to apply online