Sr. Engagement Manager

Job Title: Senior Engagement Manager

Locations: Houston or Boston

Reports to: Director, Professional Services

As a Senior Engagement Manager at Conga, you will serve as a strategic delivery leader responsible for the successful end‑to‑end implementation of Conga’s solutions across complex enterprise environments. This role blends deep project management expertise with hands‑on use of modern AI tools to accelerate delivery, enhance documentation quality, and drive measurable customer outcomes.

• Own full lifecycle delivery for 2–4 concurrent enterprise SaaS implementations, from scoping through go‑live and hypercare.
• Define and manage key project artifacts including charters, RACI matrices, RAID logs, risk registers, and delivery roadmaps.
• Lead executive kick‑offs, cadence calls, steering committee updates, and quarterly business reviews.
• Proactively identify risks, scope changes, and delivery blockers—driving resolution with minimal escalation.
• Manage implementation budgets (typically $200K–$2M), including forecasting, tracking actuals, and aligning to revenue recognition.
• Partner on Statements of Work (SOWs) and Change Orders, ensuring delivery alignment with scope, billing, and invoicing accuracy.
• Deliver clear executive reporting through RAG status, dashboards, and structured health updates.
• Identify cross‑sell and upsell opportunities within active engagements and support revenue growth.
• Leverage AI tools (e.g., Claude and similar platforms) to develop, refine, and validate requirements documentation and functional designs.
• Generate user stories, acceptance criteria, and process flows using AI‑assisted methodologies.
• Drive test strategy, including UAT planning, test case development, and defect management.
• Utilize AI and analytics to assess test coverage, identify gaps, and improve quality outcomes.
• Serve as a trusted advisor and escalation point for VP and C‑level stakeholders.
• Partner on change management strategies, including training, communications, and adoption tracking.
• Analyze stakeholder engagement and sentiment using AI‑driven tools (e.g., Gong) to refine delivery approach.
• Lead and mentor cross‑functional teams (3–8 members), fostering a culture of accountability, innovation, and continuous improvement.
• Contribute to the evolution of Conga’s Professional Services methodology, including AI‑enabled delivery playbooks and best practices.

• 7+ years of experience in enterprise SaaS implementation, consulting, or professional services.
• Demonstrated success leading complex implementations ($500K+) with integrations and organizational change.
• Strong expertise in project management tools such as Jira, Smartsheet, Rocket Lane, or MS Project.
• Exceptional written and verbal communication skills, with the ability to produce executive‑ready documentation.
• Experience facilitating requirements workshops, solution design sessions, and UAT cycles with enterprise customers.
• Working knowledge of SaaS integration patterns (REST APIs, iPaaS solutions such as Mule Soft, Boomi, or Workato).
• Bachelor’s degree in Business, Computer Science, Information Systems, or equivalent experience.

• Proactive mindset: take ownership, move with urgency, resourceful, adaptable, and comfortable making decisions in complex, fast‑paced environments.
• Excellent communicator: translate complex technical and business requirements into clear, compelling narratives; confident presenting to executive audiences.
• Energetic and collaborative: strong leadership presence, energy, team‑first approach, collaborates effectively across technical, business, and customer teams.

• PMP, PMI‑ACP, SAFe, or equivalent project management certification.
• Experience implementing platforms within CRM, CPQ, CLM, ERP, HCM, or Rev Ops ecosystems.
• Background in consulting (Big 4, boutique SI, or SaaS Professional Services).
• Experience building or leveraging AI‑assisted delivery and documentation workflows.
• MBA or advanced degree.

• Curiosity & continuous learning: actively explore and apply new tools, especially AI, to improve outcomes.
• Radical client focus: approach every engagement with ownership…