Customer Engagement Manager

Department: Customer Success
Position Reports To: Director of Customer Engagement
Job Status: Regular, Full Time, Exempt
Location: Anywhere in the U.S.

job summary

Would you like the opportunity to work alongside some of the world’s highest performing & most admired companies as they navigate the best paths for growth? Corporate Visions is looking for highly skilled & creative problem solvers with the ability to take the ‘art of the possible’ and help turn that into a successful reality for CVI clients.

This Customer Engagement Manager role is a fusion of someone with meticulous project management skills, and a comfort level engaging directly with high performing clients on a day to day basis.

The ideal candidate will have the ability to confidently run all phases of internal and external communication and documentation throughout project lifecycles — across a variety of service offerings– including go-to-market message creation, content production, large scale sales training rollouts, and client strategy sessions.


  • Partner with Account Directors to develop a joint success plan for customers
  • Proactively guide clients through every step of the customer journey – from pre-sales to implementation to invoicing – to ensure a seamless and successful experience
  • Identify schedule deviations or challenges, and work with team to correct delivery issues. Understand and monitor various program reporting tools.
  • Manage all post-sales activity including:
    • Resource availability and allocation
    • Project management: ensure all projects are delivered on-time, within scope and within budget – troubleshoot, resolve and/or escalate potential issues
    • Create and maintain comprehensive project log and documentation
    • Miscellaneous admin tasks
    • Maintain on-going cadence of strategic conversations with Account Directors and clients to identify opportunities for client relationship growth
  •  Troubleshoot customer issues and work with internal resources to get resolution.
  • Continuously improve the customer experience by connecting the value and benefit of the CVI products to client needs and objectives
  • Conduct “health checks” for your customers to maintain momentum and drive satisfaction, adoption, and retention. 
  • Develop and execute on an internal and external communication plan to keep stakeholders informed of progress.
  • Serve as the ‘voice of the customer’ and provide internal feedback on how we can better serve them to maximize customer value and retention
  • Maintain a deep understanding of our products and educate customers about the most relevant features for their specific requirements


  • Minimum 5 years’ experience in project management
  • Minimum 1-2 years’ experience in account management
  • Experience with client facing relationships
  • Bachelor’s degree in Marketing, Business, Communications, or similar
  • Ability to self-manage while managing assigned teams and projects under tight deadlines.
  • Excellent communication — both written and verbal
  • High aptitude for building strong internal and external partnerships
  • Ability to think critically and strategically
  • Motivated, self-starter
  • Solid organizational skills including attention to detail and multi-tasking skills
  • Ability to remain calm under pressure
  • Team Player

Please send inquiries to, with “Customer Engagement Manager” in the subject line.