Engagement Manager - job 1 of 3

About the Role

Engagement Managers are Project Managers on our Implementation Team with a bias towards customer engagement and success. They’ll handle about 8 customers at a time and lead their Implementation Projects through to success while holding others on the Project Team, both internally and externally, accountable for milestones, action items, and deliverables.

About the Team

Our Implementation Team helps to get new Customers (Credit Unions) successfully onboarded to the Clutch Platform. Project teams consist of an Implementation Engineer and an Engagement Manager who work together to ensure the onboarding is successful.

What You’ll Do

Within 3 months, you will:

• Drive the Onboarding efforts of new and existing customers by understanding business objectives and partnering with the project team to prescribe best practice recommendations in order to achieve those goals

• Develop detailed project plan schedules and work breakdown structures to ensure project team accountability for milestone dates and work quality

• Create comprehensive weekly status reports and communication plans to executive sponsors and internal/external project teams

• Proactively identify implementation risks and mitigate them effectively and efficiently

• Quickly establish/nurture rapport and a positive relationship with customer stakeholders

Within 6 months, you will:

• Execute implementation projects while partnering closely with our clients’ Executive-level project sponsors

• Deliver on these engagements which includes driving milestone meetings (onsite and virtual), customizing and developing new project artifacts and ensuring high levels of impact and client satisfaction with the services rendered

• Track detailed scope of engagement and when applicable work with the customer to estimate scope change/additions and execute change order(s)

• Develop and maintain a deep understanding of Credit Unions to be a trusted thought leader and advisor with your customers

• Coach and mentor project team members to facilitate improved teamwork both internally and with the client

Within 9 months, you will:

• Participate in establishing practices, templates, policies, tools, and partnerships to expand and mature the capabilities of the team

• Help us design methodologies, templates, and collateral to deliver new Clutch products effectively

What You’ll Bring

• Proven experience as an Engagement Manager (or similar role) managing enterprise software implementations and customer relationships.

• Strong communication and presentation skills; confident engaging with technical and executive stakeholders.

• Ability to translate complex business or technical problems into clear, actionable solutions.

• Experience leading cross-functional initiatives and delivering measurable results for multiple customers simultaneously.

• Skilled at bringing structure to ambiguity, designing scalable processes, and thriving in a fast-paced environment.

• Passion for product mastery, customer success, and contributing to a high-growth company.

Please note that this role may evolve as our business needs change, so we appreciate your flexibility and adaptability.

What’s In It For You?

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

• Unforgettable Off-Sites: Twice a year, bond with colleagues in exciting destinations, fostering teamwork and fresh ideas.

• Paid Time Off: Enjoy flexible PTO days yearly for relaxation and rejuvenation.

• Stock Options: Joining us means having a stake in our success, so you'll receive stock options as part of your compensation package.

• Home Office Setup: Create your ideal workspace with a dedicated budget for home office essentials.

• Work Trip Budget: Grow personally and professionally with a budget for work-related trips and co-working.

• Health Coverage: Prioritize your well-being with comprehensive health and dental insurance plans.

About Us

Clutch is a revolutionary vertical SaaS company, proudly backed by Andreessen Horowitz (A16z), aimed at revolutionizing the way Credit Unions engage and change the lives of their members. As a champion of financial well-being, we address the urgent need for affordable lending solutions in an era where the average American grapples with over $155,000 in household debt.  Unlike traditional financial institutions, Clutch develops software to turn Credit Unions into FinTech lenders and leverage their balance sheets to responsibly lend to over 130M Americans. Our mission extends beyond mere financial transactions; we strive to fundamentally enhance the way credit unions interact with their members. By integrating cutting-edge technologies and user-centric designs, we help credit unions provide seamless digital experiences that are on par with leading tech companies. This approach not only preserves but revitalizes the longstanding tradition of community and member-focused service inherent to credit unions.

Clutch is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Our organization participates in E-Verify. Click here to learn about E-Verify.

A Note About AI at Clutch
We love AI. We use it often and encourage our team to creatively and effectively leverage AI tools in their work. If you join Clutch, we hope you'll bring the same enthusiasm for exploring how AI can amplify impact, productivity, and innovation.

That said, during the interview process, we want to hear your thoughts. Please approach interviews without the use of AI tools—our goal is to get to know how you think, solve problems, and communicate. Once you're in the seat, bring on the prompts!