Engagement Manager, Professional Services

ABOUT OMATIC SOFTWARE
Omatic Software helps nonprofits connect their data and unlock the full potential of their technology investments. We build integration and data management solutions that allow mission-driven organizations to spend less time wrestling with systems and more time doingwork that matters. Our Professional Services team is at the heart of that promise — and this role leads it.
THE OPPORTUNITY
We are looking for an Engagement Manager, Professional Services to lead, grow, and elevate our team of Integration Consultants. This is a player-coach leadership role with high visibility. You'll report directly to the Director of Professional Services, collaborate cross-functionally with Sales, Product, and Customer Success, and have direct exposure to the C-suite.
You'll be the trusted advisor our customers and consultants turn to. Someone who sets the standard for delivery excellence, champions process improvement, and builds a team that consistently exceeds expectations. You will manage a team of five Integration Consultants and own the health of our onboarding metrics end-to-end.
WHAT YOU'LL DO
Team Leadership & Development
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

Customer Success & Delivery
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

Operations & Process
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

WHAT YOU BRING
Required
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

Preferred
Expertise on Omatic products and remain well-versed on product features and functionality

Experience working with or supporting nonprofit organizations

Familiarity with nonprofit systems such as email marketing, peer-to-peer fundraising, online donations, events management, or alumni/membership management platforms

Proficiency with project management tools as well as Salesforce such as Monday.com or similar

Experience leveraging AI tools (e.g., Claude, ChatGPT) to improve personal and team productivity

Background in data migration, systems integration, or CRM administration

Years of experience: 5-7

WHAT SUCCESS LOOKS LIKE
In your first 90 days, you'll have built strong relationships with your team and key stakeholders, gained deep familiarity with Omatic's product suite and delivery methodology, and identified at least one process improvement to pilot. Within six months, your team is hitting onboarding SLAs, customer satisfaction is trending up, and you're seen as the go-to resource for escalations and delivery best practices.
ROLE DETAILS
Department: Customer Experience

Reports To: Director, Professional Services

Team Size: 5 Integration Consultants

Location: Remote / Flexible

Employment Type: Full-Time

Travel: Minimal

WHY OMATIC
Mission-driven company making a real impact in the nonprofit sector

Collaborative, low-ego culture that values results and continuous improvement

High visibility role with direct C-suite exposure and room to grow

Competitive compensation, benefits, and flexible work environment

A team that genuinely cares — about customers, each other, and the work

Omatic Software is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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