Services Engagement Manager
Core
Pre-sales specialist partnering with account executives and delivery teams to develop commercially sound Statements of Work (SOWs), delivery plans, and pricing for financial services software.
Role type
Professional Services pre-sales engagement manager
Builds
Commercially viable SOWs, implementation plans, service schedules, and pricing models for banking/fintech clients
Domain
Financial services software (Lending, Payments, Universal Banking)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
SOW development, pricing model design, margin optimization, risk identification, handover management, matrix collaboration, regulatory compliance, CRM/PSA proficiency, financial modeling
Preferred skills
PMP or Prince2 certification, experience in core banking/payments/lending/capital markets
Technologies
Salesforce, Excel
Responsibilities
Develop and finalize SOWs, implementation plans, and service schedules; Build pricing models and cost estimates aligned to margin targets; Act as PS SME in deals to translate requirements into scoped solutions; Identify delivery risks and lead structured handover to delivery teams; Create scalable tools like SOW templates and pricing calculators; Track margin, accuracy, and cycle time to improve scoping and delivery alignment
Seniority
Mid-level, hands-on IC
