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Posted 2 weeks agoClient Engagement Manager
at Candescent
Us Georgia Virtual, GeorgiaHybrid
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Responsibilities
- Support the DSM in identifying cross-sell, upsell, and co-innovation opportunities, driving long-term account growth.
- Monitor and manage project timelines, budgets, and deliverables to meet or exceed client expectations.
- Lead cross-functional project teams, collaborating across Product, Engineering, Support, and Operations to ensure seamless delivery from onboarding through expansion.
- Prepare and present regular account reviews to clients and internal stakeholders, highlighting successes, challenges, and opportunities for further alignment and growth.
- Monitor and analyze delivery metrics such as on-time/on-budget, backlog of support issues, mean time to resolution, and client satisfaction scores (CSAT, NPS).
- Facilitate executive-level touchpoints (QBRs, roadmap reviews, check-ins) with the DSM to align on client strategy, delivery progress, and value realization.
- Actively track account health, risks, and project dependencies using CRM and collaboration tools; deliver insights to internal stakeholders and clients while mitigating risks and escalating issues as needed to maintain project momentum Required
- Proven track record of leading multi-phase, large projects involving technical implementation, stakeholder management, and post-launch support.
- Client Relationship Management Serve as the main point of contact for assigned banking clients, building and maintaining trusted relationships with key stakeholders, including senior executives.
Requirements
- Qualifications: Bachelor’s degree in Business, Finance, or a related field; a Master’s degree is a plus.
- experience in client leadership, program management, engagement management, or implementation delivery in SaaS, fintech, or financial services technology.
- Proficiency in project management and the ability to coordinate cross-functional teams.
- Ability to manage competing priorities and multiple complex programs simultaneously, while delivering high levels of client satisfaction.
- Strong understanding of core banking platforms, SSO/API integrations, digital onboarding, and teller infrastructure upgrades preferred.
- Strong knowledge of financial services, digital transformation, and customer
- experience in project delivery methodologies (Agile, Waterfall, or hybrid), and tools like Jira, MS Project or Smartsheet and Salesforce.
- Ability to travel as needed to meet with clients and attend industry events.
Experience
- Executive presence and excellent communication skills, capable of interfacing with C-level executives and translating technical details into business value. 6+ years of
Benefits
- The ideal candidate will be an organized, experienced, proactive professional, capable of communicating and collaborating at senior levels, skilled at formulating and leading large programs and complex engagements, and experienced coordinating across teams and prioritizing work in a fast-paced start-up style / private equity environment. Key
Additional details
- Candescent is a forward-thinking technology company transforming how financial institutions deliver Intelligent Banking experiences.
- We unite digital banking, account opening, and branch solutions that power and connect digital banking, account opening, and branch solutions—creating seamless engagement across digital, remote, and in-person channels.
- Our Experience-Led, Intelligence-Driven approach combines human-centered design with data, automation, and cloud-based innovation.
- Built on an API-first architecture, our extensible ecosystem enables institutions to adapt quickly, integrate easily, and unlock new opportunities for growth—turning every customer interaction into a moment of clarity, confidence, and connection.
- Role Overview: The Client Engagement Director is a critical client-facing position, responsible for ensuring bank and credit union clients are satisfied with the quality of their Candescent solutions, and performance of Candescent teams.
- The Client Engagement Director will serve as their clients’ primary point of contact, and lead the end-to-end delivery of complex, high-impact digital banking and branch transformation initiatives.
- To be successful, they must build strong working relationships with client leaders, act as their trusted advisor, clearly communicate plans and commitments, orchestrate committed work across Candescent teams, and regularly report progress.
- As part of a broader team supporting our top 200+ portfolio clients, this role is crucial in driving adoption, satisfaction, and business impact for our core financial institutions.
- To be effective, the Client Engagement Director must closely collaborate with the Candescent Digital Strategy Manager (DSM) responsible for formulating strategies that match client needs with Candescent capabilities, Project Managers responsible for executing delivery projects on time and with quality, and Support Advisors responsible for ensuring health and stability of Candescent solutions.
- They will be accountable for ensuring a seamless client