Engagement Manager

Wiseboard is a business transformation accelerator for IT companies, helping them overcome stagnation and scale efficiently.

Since 2023, we’ve helped over 58 businesses accelerate growth, saving them 2-3 years of trial and error. To make this leap possible, we connect companies with the top 1% of industry advisors worldwide—proven experts who guide businesses through transformations.

To expand Wiseboard’s impact, we are looking for an Engagement Manager to drive presales activities, client partnerships, and contribute to service development.
 

Main goal for this role:

• To orchestrate the presales and engagement process, ensuring that every client gets a tailored high-value transformation roadmap and the right advisor to drive business growth.

What You'll get:

• Take ownership of end-to-end client engagement and drive impact.
• Work directly with top-tier advisors and tech founders.
• Be part of a fast-growing business transformation accelerator.
• Contribute to the whole IT industry, not the only IT company where you might work.
• Shape the future of how advisory services are structured and delivered.
• Get advised by seasoned Engagement and Client Partnership advisors if needed.
• Tons of professional development opportunities
• Career development opportunities, since the company is actively growing.
• Remote work.
• Be among the first 10 employees of the company.

Areas and responsibilities:

Presales & Engagement Management

• Bulid Pre-sale framework and processes
• Lead qualification calls with potential clients, analyzing their business context and transformation needs.
• Build client profiles and outline transformation roadmaps with key areas for advisor, vendor, or expert involvement.
• Select and onboard the right advisors for each case, ensuring alignment with business needs.
• Facilitate intro meetings between clients and advisors, ensuring structured discussions.
• Prepare and refine proposal structures, incorporating advisor briefs and recommendations.
• Oversee the design and finalization of proposals, collaborating with designers and advisors.
• Coordinate proposal presentations and follow-up calls to address clarifications.
• Manage the handover process, ensuring a smooth transition to the delivery team.
• Contribute to the Engagement process development

Client Partnership & Account Growth

• Maintain regular check-ins with founders and key stakeholders to identify new opportunities.
• Facilitate ongoing collaboration between clients and advisors, ensuring engagement success.
• Work with C-level executives to uncover expansion opportunities and strategic initiatives.
• Contribute to the Client Partnership process development

Additional Impact Areas

Beyond core responsibilities, you’ll also have the opportunity to shape Wiseboard’s ecosystem, contributing to service development and digitization of advisory processes.

• Contribute to building service frameworks, improving Wiseboard’s service catalog and offerings.
• Participate in the digitization of advisory processes, helping refine and scale Wiseboard’s ecosystem.

What skills will be useful to you:

Soft Skills

• Strong business acumen – ability to analyze companies and structure transformation roadmaps.
• Excellent communication skills – comfortable interacting with C-level executives and advisors.
• Strong relationship-building skills with clients and stakeholders
• Experience in presales, engagement management, or account management in a B2B setting.
• Project coordination skills – ability to manage multiple moving parts, from calls to proposals to execution.

Hard Skills

• Fluent English (spoken & written)
• Be able to make a structured and concise summaries

Tools

• Weblium (website)
• Clickup (tasks)
• Notion (docs)
• Figma (for assignments to designers)
• Chat GPT

If you are passionate about transforming the whole IT industry and working with the top-tier experts, we'd love to have you on board!