About the Role

Engagement Managers are the driving force behind Credit Union onboarding at Clutch, owning the end-to-end success of implementation projects from kickoff through go-live. This is a builder's role: you'll operate with a high degree of autonomy, defining structure and process where it doesn't yet exist rather than waiting for it to be handed to you. You'll bring a consultative approach to every engagement: diagnosing what a customer actually needs, not just what they ask for, and prescribing the right path forward with confidence.

Partnering closely with Implementation Engineers and internal and external project teams, you'll translate a customer's business objectives into an executable plan and hold every work stream accountable to it.

About the Team

What You’ll Do

You'll drive the full project management lifecycle for a portfolio of onboarding projects: developing project plans and work breakdown structures, running status reporting and communication cadences with executive sponsors, and proactively identifying and mitigating implementation risk before it threatens a timeline or relationship. You'll approach each engagement consultatively, backed by strong product instincts, not just process expertise.

You'll hold cross-functional project teams accountable to milestones and quality standards through credibility and influence, and you'll help build the methodologies that raise the bar for the broader Implementation team as Clutch's product and customer base grow. You'll be expected to bring your own judgment to ambiguous situations, build structure from scratch, and move forward without waiting for a playbook to catch up to you.

Within 1 month, you will:

Ramp into Clutch's implementation methodology and the credit union/banking domain, building the fundamentals for driving customer outcomes through principled judgment rather than a fixed playbook

Begin managing your first engagements, understanding each customer's business objectives and current project status

Establish initial rapport with customer stakeholders and your internal project team partners

Get oriented on the full portfolio you'll own and how it's currently tracking against milestones

Within 3 months, you will:

Drive onboarding efforts across your full portfolio of customers, partnering with the project team to prescribe best-practice recommendations that achieve each customer's business goals

Develop detailed project plans and work breakdown structures that create urgency and hold both client and internal project teams accountable to milestone dates and work quality

Produce weekly status reporting and communication plans for executive sponsors and internal/external project teams

Proactively identify implementation risks and mitigate them before they impact timelines or satisfaction

Build strong, trust-based relationships with customer stakeholders

Bring clarity and structure to ambiguous or undefined situations without needing to be told how

Within 6 months, you will:

Execute implementation projects in close partnership with clients' executive-level sponsors, driving milestone meetings (onsite and virtual) and developing new project artifacts as needed

Track detailed scope of engagement, working with customers to estimate and execute change orders when scope shifts

Develop deep credit union domain and product expertise, becoming a trusted thought leader who prescribes solutions rather than just facilitates process

Coach and mentor project team members to raise the bar on the team, both internally and with the client

Actively contribute to the practices and methodologies that help the Implementation team scale

What You’ll Bring

5+ years of experience in engagement management, professional services, or implementation project management, ideally within enterprise SaaS or fintech

A consultative background with experience diagnosing underlying business problems to prescribe pragmatic recommendations rather than just executing what's asked

Strong product instincts with genuine curiosity to develop real depth on the Clutch platform, enough to guide customers with authority rather than defer to others on product questions