7+ years in customer-facing roles like Consulting or Engagement Management
Experience engaging with C-level stakeholders
Expert in large-scale SaaS and ecosystem transformations
Strong communication and facilitation skills
Strategic mindset for translating business needs
Ability to thrive in fast-paced, collaborative settings
Hands-on experience with CRM integrations, especially Salesforce.
Responsibilities
Lead complex customer programs from scoping through to hyper-care.
Establish clear plans and criteria across various implementation tracks.
Proactively manage risks and maintain production readiness.
Oversee CRM implementations, focusing on integration and configuration.
Coordinate user acceptance testing and manage post-launch support.
Facilitate stakeholder communication and conduct regular business reviews.
Develop enablement documentation and mentor team members.
Benefits
Opportunities for professional growth and mentorship.
Dynamic, fast-paced work environment.
Collaboration across cross-functional teams.
Impactful role with significant customer interaction.
Chance to shape and standardize implementation practices.
Full Job Description
We're looking for an Engagement Principal to lead complex, high-impact customer engagements across the WorkSpan platform. In this strategic role, you'll serve as a trusted advisor to our customers and internal teams, ensuring successful implementations, stakeholder alignment, and long-term value delivery.
Key Responsibilities:
Program Leadership & Governance
Orchestrate complex customer programs from scoping to go-live to hyper-care; run weekly status, exec SteerCo, and RAID management.
Establish clear plans, dependencies, and acceptance criteria across co-sell, marketplace, ecosystem, and AI enablement tracks.
Proactively escalate risks, secure decisions, and maintain momentum toward production readiness.
Technical Implementation Oversight
Lead CRM/package implementations (Salesforce managed package installs, Dynamics 365, HubSpot) including SSO, permission sets, and environment promotion.
Assist in configuration of partner integrations and marketplaces (AWS ACE, Azure/Microsoft Partner Center, Google Partner Advantage; private offers and IAM/CF stacks, Vector IDs, API prerequisites).
Direct field mapping, validation rules, SFDC auto-create flows, and referral automation triggers
