The Engagement Manager serves as the primary client liaison on projects/accounts and establishes the project plan, project priorities, and directs the efforts of personnel involved with all aspects of the project.  Their overall goal is twofold: satisfying the customer’s objectives (scope, schedule, and budget) for the project while delivering Kofax’s business objectives for the project (revenue, margin, and efficient utilization of resources).   In addition to managing projects, Engagement Managers are responsible for contributing to the pre-sales process.  

• Meeting customer on a regular basis and understand their pain points and objectives.
• Work as a Project Manager on certain projects.
• Collect the requirements from the customers and work with delivery team for fulfilment. Also track the work closely to ensure timely delivery.
• Help drive new opportunities and contribute to the overall pipeline.
• This role will be across all Kofax products.
• The utilization target will be ~ 50% time while the rest would be on business development activities.
• Thoroughly understand the customer’s business and technical needs.
• Developed detailed business requirements to be used within a formal statement of work document.
• Manage overall project deliverables and objectives.
• Manage company resources during projects, including but not limited to, providing accurate resource scheduling, directing their work, and keeping team morale high
• Act as primary interface to client business units during all phases of the project, interacting with all levels of stakeholders within the customer with the ultimate goal of achieving a customer reference at the conclusion of the project
• Provide consistent and timely internal and external project communications
• Manage scope to the SOW’s/Change Request’s, document scope changes, and promote change requests where applicable 
• Manage projects risks proactively as well as the occurrence of issues
• Assist in pre-sales activities, including Statement of Work reviews and level of effort reviews
• Conduct pre-sales activities in certain instances from initiation through booking
• Update resource scheduling weekly in order to produce accurate revenue forecasts
• Proactively manage project financials to achieve companies’ objectives for revenue and margin on all assigned projects.
• Update the Fixed Price percentage completion data to accurately reflect current and forecasted revenues on a weekly basis
• Manage backlog with the goal of realizing 100% of revenues booked and condensing the revenue cycle where possible
• Maintain accurate data in the company’s project management toolset
• Create, maintain, and store required project documentation in the company’s project repository
• Promote Kofax’s implementation method, project management best practices and company policies
• Mentor new project managers (as necessary)

While the job description describes what is anticipated as the requirements of the position, the job requirements are subject to change based upon any changing needs and requirements of the business.

QUALIFICATIONS AND EXPERIENCE:

• Bachelor’s degree in Computer Science or relevant equivalent program
• 5+ years of project/account management experience in a professional services organization
• Experience managing projects of $100K to $1M in revenue (labor only)
• Experience managing multiple projects simultaneously
• Results oriented self-starter with the ability to effectively deliver projects with minimal management oversight.
• Solid project and time-management skills
• Outstanding verbal and written communications abilities
• Proficiency in Microsoft Office products (Excel, Word, and PowerPoint)
• PMI’s PMP or equivalent certification preferred
• Experience in the document management industry is a plus.
• Familiarity with Kofax’s products is a plus
• Proficiency in Microsoft Project or Financial Force PSA is a plus.

Required Skills

Will require an understanding of the business context and rationale for our products and services as well as the business of our resellers. * Needs to be customer-service oriented and understand the value of accuracy and reliability. * Needs to work with confidence within a team environment to ensure that overall team targets are achieved. * Key attributes of the job are friendly and efficient manner and empathy with the customer’s requirements such as the need for accuracy, reliability and good-attitude. In short, this person must strive to ensure that KOFAX is an easy-to-work-with organization.

Must be able to manage multiple engagement simultaneously, have solid time-management skills with outstanding verbal and written communications abilities. We are looking for a results oriented self-starter with the ability to effectively deliver projects with minimal management oversight

Required Experience

Will require an understanding of the business context and rationale for our products and services as well as the business of our resellers. * Needs to be customer-service oriented and understand the value of accuracy and reliability. * Needs to work with confidence within a team environment to ensure that overall team targets are achieved. * Key attributes of the job are friendly and efficient manner and empathy with the customer’s requirements such as the need for accuracy, reliability and good-attitude. In short, this person must strive to ensure that KOFAX is an easy-to-work-with organization.

Must be able to manage multiple engagement simultaneously, have solid time-management skills with outstanding verbal and written communications abilities. We are looking for a results oriented self-starter with the ability to effectively deliver projects with minimal management oversight