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CX Engagement Manager

Tephra

Tephra

Insurance

Edison, NJ - USA

Senior Specialist / Project Manager

Experteer Overview

In this role you drive CX-focused engagements within large-scale digital transformations for Banking, Financial Services and Insurance. You will work with embedded account teams, providing leadership and hands-on guidance to deliver customer experiences that align with business strategy. You lead workshops, shape recommendations, and manage project delivery to ensure profitable outcomes. This position offers autonomy in a fast-growing global firm and aims to elevate CX capabilities across client organizations. You will collaborate with diverse stakeholders to create impactful, actionable solutions that scale.

Responsibilities

  • Plan, design, and deliver CX consulting engagements
  • Provide CRM and analytics technology expertise
  • Lead design thinking and solutioning workshops
  • Develop recommendations and proposals
  • Manage project delivery and outcomes
  • Engage with diverse client and internal stakeholders
  • Balance on-site and off-site work
  • Lead mid-sized sales efforts and support larger opportunities
  • Directly supervise project teams and coach consultants

Key requirements

  • 8+ years in CRM and/or CX strategy design and implementation/delivery
  • 8+ years in consulting or a digital agency
  • Excellent written, visual (PPT) and oral communication
  • Familiarity with AI technologies
  • Familiarity with CRM/Analytics platforms (Salesforce, Adobe, etc.)
  • Ability to lead client discussions
  • Bachelor's degree
  • MBA is highly desirable
  • Fluency in English; other languages desirable
  • Willingness to travel 50–75%

Description

In this role you drive CX-focused engagements within large-scale digital transformations for Banking, Financial Services and Insurance. You …
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