Engagement Manager Job Description Template

The Engagement Manager is responsible for leading strategic client projects by managing client relationships and ensuring project success. This job description template provides a guide for outlining the role's key responsibilities, qualifications and skills needed for the position.

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Job Description

We are seeking an experienced Engagement Manager to join our team. The successful candidate will be responsible for managing and developing relationships with our clients, ensuring their satisfaction with our products and services.


  • Establish and maintain strong relationships with clients, serving as their main point of contact
  • Ensure customer satisfaction by managing expectations and providing support as needed
  • Identify opportunities to grow accounts and work with the sales team to upsell services
  • Collaborate with cross-functional teams to ensure timely and successful delivery of projects
  • Monitor client activity and provide regular reports and updates to senior management
  • Proactively identify potential issues and work with clients and internal teams to find solutions
  • Ensure client data is accurate and up-to-date in CRM system


  • Bachelor's degree in business, marketing, or related field
  • Minimum of 3 years of experience in account or relationship management
  • Excellent communication and interpersonal skills
  • Strong project management and problem-solving skills
  • Ability to manage multiple projects and clients simultaneously
  • Proficient in Microsoft Office Suite and CRM systems
  • Experience in the technology industry is a plus

If you are a self-starter who is passionate about building long-term customer relationships, we encourage you to apply for this exciting opportunity.


The role of an Engagement Manager is crucial for any business that prioritizes customer satisfaction. Engagement Managers are responsible for building relationships with customers, ensuring their needs are met, and handling any issues that may arise. If you are looking to hire an Engagement Manager, read on to learn how to create a comprehensive job posting that will attract the best candidates.

Job Title

First and foremost, start by identifying the job title. While "Engagement Manager" is widely recognized, you may want to consider a more creative or descriptive job title that sets your listing apart. For instance, "Customer Success Manager" or "Client Experience Manager" provide a little more context to job seekers.

Job Description

The job description should provide a detailed overview of what the Engagement Manager will be responsible for. Here are some important elements to include:

  • Outline the key objectives of the role: What is expected of the successful candidate?
  • Identify the target audience: Who will the Engagement Manager be interacting with?
  • Describe the key tasks and duties: What will the day-to-day responsibilities look like?
  • Highlight the required skills and qualifications: What does the ideal candidate need to bring to the table?


Provide a detailed list of key responsibilities, including:

  • Build and maintain relationships with clients
  • Coordinate with internal teams to ensure client needs are being met
  • Identify areas for improvement and provide actionable insights
  • Communicate with clients to handle any issues that may arise
  • Track and report on client metrics and KPIs

Skills and Qualifications

Include a clear list of the skills, qualifications, and experience necessary to be a successful Engagement Manager:

  • A proven track record in customer success, account management, or other related field
  • Excellent communication and interpersonal skills
  • Strong problem-solving abilities
  • An analytical mindset and experience with data analysis
  • A customer-centric approach to work
  • Experience with CRM software, project management software, or other relevant technology

Company Overview

Provide some background information about your company. This could include:

  • The industry you operate in
  • Your company's mission statement
  • A brief history of the company
  • Any notable achievements or awards
  • Information on your company culture and values


Creating a job posting for an Engagement Manager is a critical first step in finding the right person for the job. A well-crafted job posting will attract qualified candidates who are excited about the opportunity to build relationships with clients and drive customer success. By including all the relevant information about the role, you'll be able to stand out from other job postings and attract the best candidates.

What is an Engagement Manager?

An Engagement Manager is a professional responsible for establishing strong relationships with clients or customers, ensuring customer satisfaction and retention, and driving growth and revenue for a business. They typically work with sales, marketing, and customer service teams to develop strategies for improving customer engagement and loyalty.

What should be included in an Engagement Manager job posting?

  • Job title and brief summary of the role
  • Specific duties and responsibilities
  • Requirements for the role, such as education, experience, and skills
  • Details about the company and its culture, mission, and vision
  • Benefits, compensation, and other perks offered to the employees
  • Instructions on how to apply for the position, including the application process and deadlines
  • What skills should an Engagement Manager have?

    An Engagement Manager should have a combination of technical and soft skills, including:

  • Excellent communication and customer service skills
  • Strong project management and organizational skills
  • Knowledge of customer relationship management (CRM) software
  • Data analysis and interpretation skills
  • Ability to work in a fast-paced and dynamic environment
  • What education and experience are typically required for an Engagement Manager role?

    An Engagement Manager typically holds a bachelor's degree in business administration, marketing, or a related field. Some employers may also require a master's degree or an MBA. Experience in customer service, sales, or marketing is also typically required for the role, with a minimum of 3-5 years in a leadership or managerial position.

    What are some interview questions to ask for an Engagement Manager role?

    Some potential interview questions for an Engagement Manager role may include:

  • How do you measure customer satisfaction and loyalty?
  • What strategies have you used in the past to improve customer engagement and retention?
  • How do you handle customer complaints or negative feedback?
  • What experience do you have in leading and motivating a team?
  • Can you give an example of a successful customer engagement campaign you have led?
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