Services Engagement Manager
Core
Pre-sales specialist partnering with account executives to create commercially sound Statements of Work (SOWs), delivery plans, and pricing for professional services opportunities.
Role type
Senior IC professional services pre-sales engagement manager
Builds
SOWs, implementation plans, pricing models, and delivery handover artifacts for software implementation projects
Domain
Financial services software (Lending, Payments, Universal Banking)
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
SOW drafting and negotiation, fixed-price and time & materials pricing, resource scoping, commercial acumen, CRM/PSA tool usage, Excel-based modeling
Preferred skills
Project management (PMP/Prince2), commercial negotiation, software industry experience
Technologies
Salesforce, PSA/time entry tools, Excel
Responsibilities
Draft and finalize SOWs and implementation plans aligned with commercial terms; Build services pricing models and cost estimates; Act as PS subject-matter partner in deal meetings; Coordinate approvals with finance, legal, and delivery leadership; Identify and surface delivery risks in the proposal stage; Create and maintain SOW templates and pricing calculators
Seniority
Senior, hands-on IC
