Services Engagement Manager
Core
Support and optimize the sale, tracking, and delivery of professional services by bridging sales and delivery teams.
Role type
Senior IC services operations manager
Builds
Professional services proposals, SOWs, Salesforce workflows, and operational dashboards
Domain
Legal technology / Professional services
Required skills
Salesforce administration, proposal creation, SOW lifecycle management, data analysis, process optimization, cross-functional collaboration
Preferred skills
Legal tech experience, CPQ/PSA tools, financial metrics analysis, Salesforce certification
Technologies
Salesforce, Smartsheet, Certinia, JIRA
Responsibilities
Collaborate with Sales and Delivery teams to scope and create service proposals; Manage and enhance Salesforce workflows for services opportunities; Create reports and dashboards for pipeline and delivery metrics; Develop SOPs for professional services; Own the full lifecycle of Statements of Work (SOWs); Partner with RevOps and Finance for data integrity and forecasting.
Seniority
Mid-level, hands-on IC
