Engagement Partner
Job Title:
Engagement Partner
Reports To:
Vice President, Client Services
Department:
Client Services
Location:
Remote
FLSA Status:
Exempt
Employment Type:
Full-Time
Position Summary
The Director, Client Services, is a professional services leader responsible for the successful delivery of assigned accounts, programs, and projects across Red Clay's Delivery Practice. This role ensures engagements are completed on time, within budget, and to a standard of quality that drives client satisfaction and reference-ability. Serving as an Engagement Partner for identified client accounts, the Director partners with peer leaders and domain experts to sustain and expand long-term client relationships. In coordination with Executive Leadership, this role supports profitable, scalable growth through consistent delivery excellence and may contribute to business development efforts in support of net new client pursuits.
Essential Duties & Responsibilities
The following duties are representative of the work performed in this role. Other duties may be assigned as business needs to evolve.
Account/Project Performance and Operational Excellence
Own and deliver assigned projects to successful completion, ensuring adherence to the approved baseline, budget, schedule, scope, as sold margin, and all defined project KPIs
Supports the evolution, standardization, adoption, and efficiencies across the PMO organization
Knowledgeable of other methodology and implementation options in the industry, and able to support clients on the selection and implementation of those
Responsible for the Statements of Work, P&L, Change orders, project reporting, accuracy of KPIs, and invoice collections across assigned projects
Holds teams accountable for delivering operational excellence as it relates to timesheets, expenses, invoicing, and accuracy of reporting
Clear understanding of company financial models, pricing sheets, revenue, and margin goals
Enforce operating standards, methodologies, and best practices for delivery
Proactively monitor performance of assigned engagements and take action to protect project profit margins, outcomes, and client relationships
Inform and collaborate with the Delivery Executive for assigned engagements to ensure escalation, key decisions, and risks are communicated and handled appropriately
Improve project profit margins through standardization, documentation, creation of new collateral, reuse of assets, and operational discipline
Adopt Reddy AI agents and other proprietary tools to enhance service quality and delivery efficiency as applicable to assigned projects
Collaborate with the PMO to facilitate continuous improvement opportunities and standardization across the management of Advisory and Implementation projects
Presents and participates at industry events to showcase Red Clay's brand of Delivery excellence
Business Development – Sales Support
Participate in key sales pursuits, oral demonstrations, and executive presentations as assigned
Business Development – Account Expansion
Serve as an Account Owner/Engagement Partner for identified client accounts, driving account expansion by growing sold revenue (“bookings”) and realizing that revenue at or above agreed-upon targets
Interact with clients at the executive level and carry the perception of a leader across all levels of the client's organization
Understand the needs, roadmaps, challenges, and success opportunities for identified client accounts and position Red Clay as the preferred provider by connecting client needs to Red Clay's service offerings across practices and domains
Identify, qualify, and secure account expansion opportunities utilizing tools such as CRM and Kantata, as well as established Account Owner processes
Design and lead the contracting and negotiation process in a manner favorable to Red Clay's intended outcomes with the support of Practice leadership
Ensure all account expansion opportunities are aligned with capabilities,…