This position requires exceptional organizational acumen, attention to detail, and the ability to prioritize effectively. You will not only oversee the engagement request process but also play a critical role in team operations by managing tracking systems, assignments, deliverables, and administrative functions.

REQUIRED QUALIFICATIONS

Bachelor’s degree required. Minimum 3 years’ experience in operations, project coordination, program management, or a related field. Demonstrated success managing complex processes or projects requiring the coordination of multiple stakeholders and priorities. Proven skills in operational tracking, assignment management, process documentation, and reporting. Strong verbal and written communication skills, adept at engaging with senior leaders, sales teams, technical SMEs, and customers. Ability to navigate and influence in a matrixed environment—collaborating effectively across functions without direct authority. Proficiency with collaboration technology (SharePoint, project management tools, CRM platforms) and ability to quickly learn new systems. High attention to detail, accuracy, and follow-through; demonstrated ability to deliver results in a high-velocity environment.  

PREFERRED QUALIFICATIONS

Experience in a customer-facing or customer operations role. Familiarity with sales, pre-sales, or solution engineering engagement processes. Background working within technical product, healthcare, or SaaS environments. Project management training, certification (e.g., PMP, CAPM), or equivalent.  

SUCCESS FACTORS

Successful candidates will:

Demonstrate strong ownership, accountability, and reliability in driving process excellence and customer satisfaction. Adapt quickly to evolving business priorities and operational needs. Take initiative to proactively identify improvement opportunities. Build collaborative and trusted working relationships across sales, customer success, technical, and executive teams. Consistently deliver on commitments, maintaining the highest standards of organizational effectiveness and operational integrity.