Lead, mentor, and coach a team of five Integration Consultants to deliver exceptional customer outcomes
Hire, train, and professionally grow top talent
Conduct performance reviews, set goals, and empower consultants to own their growth
Foster a culture of accountability, curiosity, and continuous improvement
Oversee all Integration Consultant activities and escalation management
Drive the Professional Services team to meet and exceed customer onboarding metrics
Serve as a trusted advisor and escalation point for customers seeking best practices on Omatic products and services
Manage customer escalations with urgency, empathy, and resolution focus
Identify creative technical solutions to complex data and integration challenges
Continuously experiment and improve delivery processes and documentation
Accurately track and report project hours, notes, utilization, and status within internal systems
Provide pre-sales support including scoping, scope delivery, and solution design
Assist the Omatic Sales team in positioning and selling onboarding services
Conduct internal software trainings on tools your team utilizes day-to-day
Engage in ongoing professional development to stay current on industry trends

Demonstrated success leading or managing a professional services, consulting, or customer-facing team
Strong project management skills. Scheduling, task management, and juggling multiple initiatives simultaneously
Excellent written and verbal communication skills; ability to translate technical concepts for varied audiences
Proven ability to build collaborative relationships across internal teams and with external customers
Superior time management and organizational skills with exceptional attention to detail
Technical aptitude and comfort navigating SaaS platforms and integration tools
Ability to thrive in a fast-paced, team-oriented environment and adapt to changing priorities
Self-motivated learner who proactively advances their product and industry knowledge
Expertise on Omatic products and remain well-versed on product features and functionality (Preferred)
Experience working with or supporting nonprofit organizations (Preferred)
Familiarity with nonprofit systems such as email marketing, peer-to-peer fundraising, online donations, events management, or alumni/membership management platforms (Preferred)
Proficiency with project management tools as well as Salesforce such as Monday.com or similar (Preferred)
Experience leveraging AI tools (e.g., Claude, ChatGPT) to improve personal and team productivity (Preferred)
Background in data migration, systems integration, or CRM administration (Preferred)
5-7 years of experience

Engagement Manager – Professional Services

Key skills