Finance Services Engagement Manager

Infosys Limited Digital$110K — $130K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or foreign equivalent required; or three years of relevant experience for each year of education.
  • At least 9 years of experience in an Operations Manager role with finance and accounting focus.
  • Experience in strategic account management and client relationship management.
  • Familiarity with proposal development and contract management processes.
  • Strong background in risk management and escalation management.

Responsibilities

  • Identify and pursue new business opportunities within client accounts.
  • Provide strategic account intelligence to enhance client engagement.
  • Develop business proposals and Statements of Work in collaboration with various teams.
  • Assess customer requirements to align solutions with organizational capabilities.
  • Monitor customer satisfaction and implement service improvements.
  • Lead and oversee customer engagement activities and executive meetings.
  • Manage team performance, objectives, and operational initiatives.

Benefits

  • Career growth and development opportunities.
  • Employee training programs and mentoring.
  • Participation in industry events and conferences.
  • Dynamic work environment with diverse responsibilities.
  • Opportunities for engagement with senior executive clients.
Full Job Description
Job details

Job Role

Operations Manager - Finance & Accounting - US

Work Location

Houston, TX

State / Region / Province

Texas

Country

USA

Domain

Operations

Interest Group

IBPO USA

Company

IBPO USA

Requisition ID

151684BR

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

About Infosys Limited Digital

Infosys Limited Digital Careers

Joining Infosys Limited Digital offers a unique opportunity to be part of a global team of professionals who are at the forefront of digital innovation and transformation. Infosys Limited Digital is renowned for its commitment to leadership in technology services and consulting, making it an ideal place for ambitious individuals seeking growth and career advancement.

Explore Job Opportunities

Infosys Limited Digital is actively seeking talented individuals to join their team. With a variety of job opportunities available, candidates can find positions that match their skills and interests. The company values diversity and inclusivity, ensuring that all team members have the opportunity to contribute to their fullest potential.

Experience Professional Growth

At Infosys Limited Digital, professional growth is a priority. The company offers comprehensive benefits and diversity training programs that support both personal and professional development. Employees are encouraged to take leadership roles within projects, fostering a culture of innovation and continuous improvement.

Engage in Meaningful Work

Employees at Infosys Limited Digital engage in projects that transform businesses and industries worldwide. By leveraging cutting-edge technology and deep industry expertise, the team delivers solutions that meet the complex demands of today's digital landscape.

Internship Programs

For those starting their careers, Infosys Limited Digital’s internship programs provide a robust platform for learning and development. Interns gain hands-on experience, working alongside seasoned professionals on real-world projects. This not only enhances their skills but also prepares them for future employment opportunities within the company.

Join a Collaborative Team

Infosys Limited Digital prides itself on its collaborative culture. Team members from around the globe come together to share ideas and strategies, ensuring the best outcomes for clients and stakeholders. Networking within the company is highly encouraged, opening doors to myriad opportunities for career advancement.

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