Engagement Manager

Role: Engagement Manager Experience Level: 8 to 12+ Years Work location: Mumbai/Bangalore/Trivandrum (Hybrid) Key Responsibilities: Serve as the trusted advisor to customers throughout their lifecycle with Dociphi. Build strong, long-lasting relationships with key stakeholders at all levels, ensuring high customer satisfaction and ongoing collaboration. Understand client needs and work with internal teams to deliver tailored solutions that align with customer objectives. Lead end-to-end delivery of Dociphi solutions, including planning, scoping, and execution. Manage multiple projects simultaneously, ensuring timely delivery, within scope and budget. Define project timelines, deliverables, and KPIs, ensuring alignment with customer expectations and internal objectives. Monitor project progress, mitigate risks, and address potential challenges to ensure a smooth implementation. Work closely with sales, product, engineering, and support teams to ensure smooth implementation and delivery of solutions. Ensure proper documentation, handover processes, and post-delivery support to maintain high-quality customer service. Oversee the onboarding of new customers, ensuring that they are set up for success with Dociphi’s solutions. Drive product adoption by helping customers leverage the full capabilities of the platform. Provide training, best practices, and continuous support to clients to ensure smooth transitions during deployment. Develop and present regular reports to clients, highlighting project status, milestones, and value delivered. Track and measure customer success metrics, adjusting the approach as necessary to drive further success. Gather feedback from customers to identify opportunities for process improvements, feature enhancements, and customer satisfaction. Share insights with the product and development teams to influence product development and innovation. Skills & Qualifications Education : Bachelor’s degree in Business, Technology, or a related field (Master’s preferred). Experience : 5+ years of experience in project management, customer success, or engagement roles, ideally in a SaaS or AI-driven environment. Domain knowledge in Finance or Insurance is a strong advantage, as understanding industry-specific needs and workflows is crucial. Experience working with document automation or AI technologies is a plus. Proven track record of managing customer relationships and delivering complex projects on time and within budget. Skills : Excellent project management and organizational skills. Strong problem-solving and critical-thinking abilities. Exceptional communication and interpersonal skills, with the ability to influence at all levels. Ability to navigate complex client requirements and translate them into actionable delivery plans. Proficient with project management tools (e.g., Jira, Asana, Trello, etc.) and Microsoft Office Suite (Excel, Word, PowerPoint). Knowledge of GenAI technologies (e.g., Generative AI, NLP) is a distinct advantage, as it enhances your ability to leverage the full potential of Dociphi’s solutions. Show more Show less