Customer Engagement Manager
Posted 4 days ago
nlb servicesHouston (TX)
Project Management SpecialistsAdministrative Management and General Management Consulting Services
SENIORITY
Manager
About the role
Overall IT experience, The Customer Engagement Manager (CEM) is the primary onsite engagement leader and client interface, responsible for ensuring end-to-end delivery alignment, stakeholder satisfaction, and value realization across Investment Management and Risk platforms/Investment Banking/Actuarial.
The role acts as a bridge between business stakeholders, portfolio leaders, and delivery teams, ensuring that all AMS, AD, QA, and transformation initiatives are aligned to client priorities, regulatory requirements, and business outcomes
Key Responsibilities
Customer Relationship & Stakeholder Management
Act as the single point of contact for Group Retirements and Institutional Markets portfolio stakeholders
Build and maintain strong relationships with:
IT and business leaders
Technology and platform owners
Ensure clear communication, expectation management, and stakeholder alignment
Group Retirement – New Business and Inforce portfolios
Institutional Markets
Quality Engineering
Act as the bridge between client stakeholders and delivery teams
Engagement Governance & Reporting
Drive governance across the portfolio:
Weekly/Monthly status reporting
Risk, issue, and action tracking
Executive dashboards and reviews
Support governance forums with clear insights on delivery health and performance
Own overall CSAT and engagement health
Business value (performance, analytics, regulatory compliance)
Improved user experience for investment and risk functions
Capture and act on feedback to continuously improve service quality
Domain Alignment (Group Retirement)
Develop strong understanding of:
Group Retirement (OMNI knowledge / experience is a plus)
Institutional Markets
Use domain insights to drive meaningful engagement and decision-making
Cross-Functional Coordination
Align across:
AMS (run/stability)
AD (enhancements, regulatory changes)
QA (quality and release assurance)
CTO/ATO (technology and architecture)
Ensure seamless execution across run–change–transform lifecycle
Demand Shaping & Growth
Identify opportunities for:
Analytics and AI use cases
Automation and cost optimization
Partner with Account Leadership to drive expansion and value-led growth
Required Skills & Experience
Domain Expertise
Group Retirement
Institutional Markets
Functional Skills
Governance and escalation management
Leadership Skills
Executive communication and influencing
Cross-functional coordination
Problem solving and decision-making
Strong ownership and accountability
Qualifications & Experience
Bachelor’s degree in Business, Engineering, or related field (MBA preferred)
Typically 10 –15 years of experience in customer engagement, delivery, or consulting
Digital transformation programs
AI / Data / Analytics initiatives
Enterprise client relationships
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. NLB is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.
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