Client Engagement Manager

Position Overview: Job Purpose

Oversee the installation and configuration of Oversight Insights on Demand for multiple prospects and customers. Work with prospects during trial phase and customers through the completion of the production implementation managing the entire project. Ensure customer success, continual development and improvement of our best practices knowledge base, and support customers and partners in pursuit of driving value.



  • Manage implementation engagements and training delivery for mid- to enterprise-scale customers

  • Project planning, estimation, tracking, status update reporting, effective scope management and client and internal communication management

  • Facilitate and guide Current State and Future state assessment workshops, including providing advice, guidance and best practices. This will include white boarding, determining business improvement areas and capturing formal requirements documentation

  • Create client-facing deliverables and work products, including training and process documentation, following established standards where available and appropriate

  • Track billable and non-billable time and expenses

  • Keep up-to-date with changes to company products, tools and processes

  • Cultivate and foster client relationships

  • Communicate effectively and maintain a proactive, positive relationship with all departments within the company, notably including Sales, Marketing, Client Success Management, Client Support and Client Delivery

  • Assist in creating processes and procedures that will streamline the Client Engagement processes. This includes deliverables and templates for internal and external stakeholders

  • Support and assist the Product Development organization by sharing customer and individual feature enhancement ideas and suggestions or participating in Product development and testing

  • Assist other team members with client engagements when appropriate

  • Assist with mentoring and training new employees

  • Occasionally present product knowledge or domain expertise via speaking, training or sales environments including customer conferences, trade shows, conventions or public speaking engagements


Experience Required

  • Experience in a consultative or software professional services environment required

  • Formal Project Management experience required

  • 4 years of experience in implementation project management, training delivery or a comparable role required

  • Microsoft Suite (Excel, Word, PowerPoint, Outlook, MS Project, and Visio.) experience preferred

  • Experience in auditing, financial data analysis or data analytics as a practitioner, or with a complementary or competitive products and services is a plus

  • Experience with popular T&E, Financial and ERP systems a plus


Education and Professional Certification

  • Bachelor’s degree in Business, Arts, Science or Engineering strongly preferred

  • Formal project management training or PMP certification preferred


Candidate Characteristics

  • Candidate must have excellent communication and client management skills

  • Candidate must have strong presentation, interpersonal and consultative skills

  • Candidate must be a self-starter able to work in a fast-paced dynamic environment

  • Candidate must possess initiative to produce improvement initiatives both internally and with clients

  • Candidate must be organized and analytical, with the ability to eliminate obstacles through creative and adaptive approaches

  • Candidate must be able to manage multiple clients and projects simultaneously with minimal oversight

  • Candidate must be fully committed to conducting business with the utmost integrity and in full compliance with policies, procedures and legal requirements

  • Candidate must be available and willing to travel up to 25%

Interested and qualified candidates should submit a resume with salary requirements to


About Oversight 

The world’s largest companies and government agencies trust Oversight to identify enterprise spend risk no matter where it resides in their organization. Oversight’s AI-powered platform drives financial transformation by reducing audit effort and eliminating data silos to monitor and analyze 100% of spend transactions with unparalleled accuracy. With full visibility into spend, Oversight customers find and prioritize employee-initiated and third-party spend risk that would otherwise go undetected by in-house processes.  By identifying process breakdowns and making corrections early, Oversight helps optimize budgets, reduce out-of-policy spending by 70% while maximizing audit efficiency and eliminating cash leakage.


Oversight is an equal opportunity employer.

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