Finance Services Engagement Manager

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.

• 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.

• 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.

• 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.

• 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.

• 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