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Senior Engagement Manager

Drive the success of Credit Union onboarding projects with a consultative approach and strong project management skills.

Location
United States
Compensation
Not disclosed
Level
senior
Type
full time · Remote

Posted by employer 3 months ago

First seen on Joblaze 2 months ago

Last verified on the company career page 20 hours ago

Apply at Clutch → Save job Scanned from withclutch.com

AI in the day-to-day

A mindset of using AI as a working tool to continuously sharpen your own process and project execution.

Requirements

Experience
5+ years

Not disclosed in this posting: compensation, visa sponsorship.

Benefits

Equity/Stock Options Remote Work Paid Time Off Health Insurance

Joblaze summary

The Senior Engagement Manager at Clutch is responsible for overseeing the entire onboarding process for credit unions, ensuring successful implementation from start to finish. This role requires a strong background in project management, particularly within enterprise SaaS or fintech, along with a consultative approach to diagnose customer needs and develop actionable plans. Ideal candidates will have significant experience managing complex projects autonomously and possess the ability to build structure in ambiguous situations. Clutch's innovative environment offers the opportunity to shape methodologies as the company grows.

Joblaze insights

  • Listed about 2 months ago — first seen on Joblaze September 3, 2026. Last confirmed on Clutch's careers page November 8, 2026.

Quick facts

Is the Senior Engagement Manager role remote?
Yes — Clutch lists this as a fully remote position.
How much experience is required?
At least 5 years of relevant experience for this Senior Engagement Manager role.
What seniority level is this role?
Clutch targets senior candidates for this position.
Is this full-time or contract?
Full-time for this Senior Engagement Manager role at Clutch.

From the original posting

About the Role

Engagement Managers are the driving force behind Credit Union onboarding at Clutch, owning the end-to-end success of implementation projects from kickoff through go-live. This is a builder's role: you'll operate with a high degree of autonomy, defining structure and process where it doesn't yet exist rather than waiting for it to be handed to you. You'll bring a consultative approach to every engagement: diagnosing what a customer actually needs, not just what they ask for, and prescribing the right path forward with confidence.

Partnering closely with Implementation Engineers and internal and external project teams, you'll translate a customer's business objectives into an executable plan and hold every work stream accountable to it.

About the Team

What You’ll Do

You'll drive the full project management lifecycle for a portfolio of onboarding projects: developing project plans and work breakdown structures, running status reporting and communication cadences with executive sponsors, and proactively identifying and mitigating implementation risk before it threatens a timeline or relationship. You'll approach each engagement consultatively, backed by strong product instincts, not just process expertise.

You'll hold cross-functional project teams accountable to milestones and quality standards through credibility and influence, and you'll help build the methodologies that raise the bar for the broader Implementation team as Clutch's product and customer base grow. You'll be expected to bring your own judgment to ambiguous situations, build structure from scratch, and move forward without waiting for a playbook to catch up to you.

Within 1 month, you will:

  • Ramp into Clutch's implementation methodology and the credit union/banking domain, building the fundamentals for driving customer outcomes through principled judgment rather than a fixed playbook

  • Begin managing your first engagements, understanding each customer's business objectives and current project status

  • Establish initial rapport with customer stakeholders and your internal project team partners

  • Get oriented on the full portfolio you'll own and how it's currently tracking against milestones

Within 3 months, you will:

  • Drive onboarding efforts across your full portfolio of customers, partnering with the project team to prescribe best-practice recommendations that achieve each customer's business goals

  • Develop detailed project plans and work breakdown structures that create urgency and hold both client and internal project teams accountable to milestone dates and work quality

  • Produce weekly status reporting and communication plans for executive sponsors and internal/external project teams

  • Proactively identify implementation risks and mitigate them before they impact timelines or satisfaction

  • Build strong, trust-based relationships with customer stakeholders

  • Bring clarity and structure to ambiguous or undefined situations without needing to be told how

Within 6 months, you will:

  • Execute implementation projects in close partnership with clients' executive-level sponsors, driving milestone meetings (onsite and virtual) and developing new project artifacts as needed

  • Track detailed scope of engagement, working with customers to estimate and execute change orders when scope shifts

  • Develop deep credit union domain and product expertise, becoming a trusted thought leader who prescribes solutions rather than just facilitates process

  • Coach and mentor project team members to raise the bar on the team, both internally and with the client

  • Actively contribute to the practices and methodologies that help the Implementation team scale

What You’ll Bring

  • 5+ years of experience in engagement management, professional services, or implementation project management, ideally within enterprise SaaS or fintech

  • A consultative background with experience diagnosing underlying business problems to prescribe pragmatic recommendations rather than just executing what's asked

  • Strong product instincts with genuine curiosity to develop real depth on the Clutch platform, enough to guide customers with authority rather than defer to others on product questions

  • Proven track record independently owning a full implementation or project lifecycle, including making tradeoff and sequencing calls yourself, not just executing a plan someone else scoped

  • A builder's mentality: genuinely energized by creating structure and process where none exists yet, rather than needing an established playbook

  • Comfort operating with significant autonomy and limited formal support; a "figure it out" instinct paired with the judgment to know when to ask for help

  • A mindset of using AI as a working tool to continuously sharpen your own process and project execution, not just as a novelty

  • Demonstrated ability to hold cross-functional partners accountable to deliverables and quality without formal authority over them

  • Executive-level stakeholder management: comfortable building trust and communicating with VP and C-level customer stakeholders as an advisor, not just a project executor

  • Hands-on experience with enterprise software implementation across both waterfall and agile methodologies

  • Sound judgment on risk and scope

What's In It For You?

  • Remote Flexibility: Enjoy the freedom of remote work from anywhere, balancing life and career seamlessly.

Salary Transparency

US Tier I (SF, NYC, LA, Seattle): $140,000-$165,000

US Tier II (All Other): $126,000-$147,500

Standard company text repeated across Clutch's postings is omitted here.

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