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New Jersey, USA

Job Type

Part Time

About the Role

The Engagement Manager’s primary focus will be leading a team of consultants to successfully design, build, deploy, and adopt Salesforce solutions for Orion’s customers. A successful Engagement Manager will bring to bear a strong blend of skills and experience in business analysis, technical knowledge, and project management, and will function as a trusted advisor to the customer. Strong experience managing client expectations and project scope as well as strong leadership skills are necessary. The ability to engage with the client’s senior/executive levels in providing recommendations and proactive best practice advice through all phases of the delivery lifecycle is also critical to this role.

Though not commonly required in a typical engagement management role, successful Engagement Managers in the Salesforce ecosystem have an extremely deep functional knowledge of Salesforce in order to take the lead in requirements and design discussions with existing and prospective Orion customers as well as with Orion team members. Additionally, engagement managers are involved in all aspects of the sales cycle and will be required to quickly and efficiently scope and estimate work in a pre-sales capacity.


Project Management:

  • Creates and manages the project plan, task assignments, milestones, progress, and budget

  • Communicates project status regularly with key stakeholders

  • Manages scope, issues, risks, and change requests

  • Prepares Change Order estimates and authors Change Order documentation

  • Provides review for project deliverables prepared by project team members

  • Coordinates and obtains project deliverable and phase signoffs

  • Coordinates user acceptance testing and sign-off

  • Manages training strategy

  • Takes overall responsibility for deployment and go-live activities

Salesforce Solution Design:

  • Provides overall Salesforce functional expertise

  • Leads requirements workshops and solution design meetings

  • Analyzes and documents requirements

  • Oversees data migration/integration solution definition and documentation

  • Manages technical solution development in conjunction with technical project team members


  • Leads scoping discussions with prospective customers

  • Defines project functional scope, approach, and assumptions as well as prepares effort estimates

  • Works with Sales Leadership to present project scope, approach and assumptions to client during proposal presentation

  • Authors Statements of Work


Communicates with clients clearly, portraying respect and honesty, with impeccable client-facing consultative skills
Easily grasps client needs and processes them into technical solutions
Able to instinctively detect project red-flags, such as scope creep, lack of executive sponsorship or key stakeholder participation, or misalignment of solution with users' needs and/or culture
Leads team members while providing them with periodic deadline reminders in advance and immediate assistance with issues
Portrays strong commitment to internal communication by escalating issues early and consistently reporting project status as required

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