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Summary: This role owns the entire client journey, combining Sales, Account Management, Customer Success, and Project Management to drive strategic growth for B2B SaaS companies. Highlights: 1. Owns the complete client lifecycle and drives pipeline development 2. Acts as a strategic advisor to executive stakeholders 3. Leverages AI tools to improve efficiency and build scalable processes **Client Engagement Manager \- B2B SaaS** ========================================= **Employment Type:** Long\-term Contractor **Location:** LATAM (100% Remote) **Schedule:** Full\-time \| Pacific Time (PT) overlap required until 6:00 PM PT **About Our Client** -------------------- Our client is a fast\-growing consultancy specialized in helping B2B SaaS and technology companies unlock and monetize their value. They partner with growth\-stage software companies to transform pricing from guesswork into a strategic growth lever through structured frameworks, hands\-on guidance, and proven methodologies. Their team consists of high\-performing professionals passionate about delivering measurable business impact and helping SaaS companies scale more effectively. **The Role** ------------ The Client Engagement Manager owns the entire client journey — from initial prospect outreach and sales conversations through engagement delivery, project coordination, and long\-term relationship growth. This is a highly cross\-functional role combining elements of Sales, Account Management, Customer Success, and Project Management. You will act as the single point of accountability for each client engagement, ensuring a seamless experience from the first conversation to program completion and beyond. Reporting directly to the VP of Strategy \& Analytics, you will work closely with internal teams and client stakeholders to maintain alignment, drive accountability, manage risks, and identify opportunities for continued partnership and growth. This is a remote role, with occasional in\-person team meetings in San Diego. **Responsibilities** -------------------- * Own the complete client lifecycle, including prospect outreach, sales qualification, proposal delivery, engagement kickoff, project execution, post\-program follow\-up, and long\-term relationship management. * Drive pipeline development by identifying, engaging, qualifying, and converting B2B SaaS prospects into client engagements. * Build trusted relationships with executive stakeholders and become a strategic advisor throughout the client journey. * Own project plans, timelines, milestones, and dependencies across active engagements, ensuring projects remain on track and within scope. * Proactively identify and address engagement risks, including scope creep, timeline delays, budget concerns, and client satisfaction issues. * Coordinate internal teams and external stakeholders to ensure deliverables, decisions, and workstreams remain aligned. * Monitor client health and engagement success, proactively addressing challenges before they impact outcomes. * Identify and drive expansion opportunities, including upsells, cross\-sells, renewals, and future engagements. * Maintain clear and consistent communication through status updates, meeting summaries, action plans, and executive\-level discussions. * Leverage AI tools to improve efficiency across research, documentation, client communication, project tracking, and execution workflows. * Build and continuously improve processes, systems, templates, and best practices that support a scalable and consistent client experience. **Skills \& Experience** ------------------------ * 5\+ years of experience in client success, account management, consulting, professional services, project management, or a similar client\-facing role within SaaS or technology environments. * Proven experience managing complex, multi\-stakeholder client relationships with accountability for business outcomes, not just project coordination. * Demonstrated ability to manage both commercial conversations and client delivery processes. * Strong understanding of B2B SaaS business models, growth\-stage companies, and customer lifecycle management. * Excellent organizational and project management skills, with the ability to manage multiple concurrent engagements and priorities. * Strong communication and relationship\-building skills, with confidence interacting with senior leaders and executives. * Ability to create structure in ambiguous, fast\-moving environments and proactively solve problems. * High level of ownership, accountability, and attention to detail. * Experience using CRM platforms such as HubSpot and project management tools such as Asana, Jira, or similar. * Comfortable working in AI\-enabled environments and actively leveraging AI tools to improve speed, quality, and consistency of work. * Bachelor’s degree required; certifications such as PMP, CSM, or equivalent are a plus. **What Will Make You Stand Out** -------------------------------- * Previous experience working in B2B SaaS, consulting, client strategy, implementation, or professional services environments. * A strong commercial mindset with experience driving revenue growth through upsells, renewals, or expansion opportunities. * Ability to build scalable processes and bring structure where none exists. * Experience managing executive\-level relationships and navigating complex stakeholder environments. * A proactive mindset focused on continuous improvement, operational excellence, and leveraging AI to maximize productivity. **About the Job** ----------------- * 100% Remote position * Full\-time role * Reports to: VP of Strategy \& Analytics * Compensation: Commensurate with experience **Equal Opportunity Employer** ------------------------------ Our client is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status. ***If this sounds like a fit, we’d love to hear from you. Apply now!***
