Customer Engagement Manager

Overview

In this role you will define Deal Service solutions for clients, aligning with their business needs. You will collaborate with Field Sales, Sales Engineers, Customer Success and Legal to shape cross-functional offerings. You will translate client requirements into deliverable actions, estimates, and timelines while managing expectations and pipeline. This position combines client-facing discovery with strategic coordination to drive Deal Services impact in a hybrid London setting.

Pay / Benefits

• Hybrid work model
• Professional development reimbursement
• Competitive holiday scheme
• Competitive benefits
• Diversity and inclusion
• Hands-on training

Responsibilities

• Interface with advisors, corporates and stakeholders to discover, scope, and sell Deal Services
• Gather client requirements and recommend best practices through direct interaction
• Collaborate with cross-functional teams to assemble services that meet client needs
• Prepare cost estimates and timelines and set client expectations
• Manage opportunities and pipeline
• Handover requirements to Deal Service delivery team for execution
• Drive sales initiatives across Field Sales to improve Deal Services performance

Key requirements

• 3+ years in a sales-type, customer-facing role
• Bachelor in Business Management or related field
• Experience working with cross-functional teams including Customer Service, Product Management, Field Sales, Pre-sales, Legal, Marketing, and Finance
• Strategic thinking with ability to convey compelling value propositions
• Strong organizational skills and ability to handle multiple opportunities and deadlines
• Excellent listening, oral, and written communication skills
• Self-starter who can work independently and manage priorities
• Ability to work under pressure in a fast-paced environment
• Understanding of financial markets (M&A, Corporate, Loans, Asset Management, Private Equity)
• Balanced background of large corporate and entrepreneurial experience

• Excellent listening and communication
• Strategic thinking
• Self-motivation and independence
• Organizational skills
• Ability to work under pressure
• Collaborative mindset

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