Engagement Principal at WorkSpan

, , United States -

Full Time

Start Date

Immediate

Expiry Date

18 Dec, 25

Salary

0.0

Posted On

19 Sep, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Program Leadership, Governance, Technical Implementation, Customer Outcomes, Stakeholder Communication, Enablement, Documentation, Product Feedback, Continuous Improvement, SaaS Implementations, CRM Integration, Salesforce, Dynamics 365, HubSpot, Strategic Thinking, Collaboration

Industry

Description

About the role: We’re looking for an Engagement Principal to lead complex, high-impact customer engagements across the WorkSpan platform. In this strategic role, you’ll serve as a trusted advisor to our customers and internal teams, ensuring successful implementations, stakeholder alignment, and long-term value delivery. Key Responsibilities: Program Leadership & Governance Orchestrate complex customer programs from scoping to go-live to hyper-care; run weekly status, exec SteerCo, and RAID management. Establish clear plans, dependencies, and acceptance criteria across co-sell, marketplace, ecosystem, and AI enablement tracks. Proactively escalate risks, secure decisions, and maintain momentum toward production readiness. Technical Implementation Oversight Lead CRM/package implementations (Salesforce managed package installs, Dynamics 365, HubSpot) including SSO, permission sets, and environment promotion. Assist in configuration of partner integrations and marketplaces (AWS ACE, Azure/Microsoft Partner Center, Google Partner Advantage; private offers and IAM/CF stacks, Vector IDs, API prerequisites). Direct field mapping, validation rules, SFDC auto-create flows, and referral automation triggers Customer Outcomes & Adoption Define UAT/production smoke testing strategy; coordinate defect triage and regression; manage hyper-care. Stand up reporting (e.g., Book of Business dashboards), weekly digests, and operational alerts to drive usage. Align on phased rollout (pilot users, teams, partners); ensure enablement, SOPs, and change management are in place. Stakeholder Communication & Executive Alignment Set expectation baselines, handle escalations, and run monthly/quarterly business reviews. Translate business goals to technical workstreams; publish concise recaps, decisions, and next steps. Enablement & Documentation Assist with quick-start guides, UAT scenarios, and SOPs for sales and partner teams. Identify doc/product gaps and coordinate with Product/Engineering for closure. Mentor internal team members and help scale delivery frameworks Product Feedback & Continuous Improvement Channel customer requirements into prioritized backlogs. Standardize implementation assets (mapping templates, test plans, governance cadences) across accounts. Qualifications: 7+ years of experience in customer-facing roles such as Consulting, Professional Services, or Engagement Management Strong executive presence and experience managing C-level stakeholders Expertise in leading large-scale SaaS implementations or ecosystem transformation projects Excellent communication, facilitation, and stakeholder management skills Strategic thinker with the ability to translate business needs into platform solutions Comfortable working in a fast-paced, collaborative environment with cross-functional teams Hands-on CRM integration experience (Salesforce required; Dynamics 365 strong plus; HubSpot nice-to-have).

Responsibilities

The Engagement Principal will lead complex customer engagements, ensuring successful implementations and stakeholder alignment. This role involves orchestrating programs, overseeing technical implementations, and driving customer outcomes.