Senior Engagement Manager - RevOps & Account Leader

Required Experience & Qualifications

• 12-16 years of experience across management consulting, revenue operations, commercial transformation, customer analytics, marketing analytics, data strategy, or related disciplines.

• Proven ability to independently engage C-suite and senior executives and lead complex, ambiguous transformation discussions.

• Experience in at least two of the following areas: RevOps, sales transformation, marketing transformation, customer strategy, customer analytics, data and analytics strategy, or AI-led business transformation.

• Demonstrated success translating business challenges into operating models, roadmaps, use-case portfolios, data and analytics solutions, and implementation programs.

• Experience leading consulting engagements or transformation workstreams with strong executive communication and stakeholder-management responsibilities.

• Hands-on experience with proposals, RFPs, solution presentations, scope definition, staffing, effort estimation, cost estimation, and commercial inputs.

• Ability and willingness to work in a hybrid model and travel frequently to the New York Tri-State area and other client locations.

• Bachelor’s or master’s degree in business, engineering, economics, analytics, computer science, information systems, or a related discipline.

Preferred Experience

• Experience in a recognized consulting, analytics, digital transformation, or professional-services organization.

• Knowledge of platforms such as Salesforce, Microsoft Dynamics, Adobe, Marketo, HubSpot, Snowflake, Databricks, Microsoft Fabric, Power BI, or Tableau.

• Experience with Customer 360, customer data platforms, MDM, identity resolution, marketing measurement, revenue intelligence, or sales analytics.

• Exposure to machine learning, generative AI, agentic AI, MLOps, LLMOps, AI governance, or AI-enabled commercial workflows.

• Experience building a consulting offering, center of excellence, reusable assets, strategic partnerships, or high-performing multidisciplinary teams.

Leadership Competencies

• Executive presence and trusted-advisor mindset

• Management consulting toolkit and structured problem solving

• Commercial orientation and consultative selling capability

• Data-driven decision making and analytical fluency

• Ability to connect strategy, data, technology, process, and operating model

• Clear executive communication and compelling storytelling

• Team leadership, coaching, collaboration, and ownership

• Comfort operating in ambiguous, complex, and fast-moving environments

Success Measures

• Quality and executive acceptance of strategies, roadmaps, operating models, and transformation recommendations.

• Creation and conversion of differentiated RevOps, customer growth, data, analytics, and AI opportunities.

• Successful transition of advisory work into scalable implementation and delivery programs.

• Strength of client relationships and confidence among senior stakeholders.

• Development of reusable assets, thought leadership, and high-performing consulting and solutioning talent.

Key Responsibilities

Executive Advisory & Management Consulting

• Lead end-to-end discussions with C-suite and senior leaders across revenue, marketing, sales, customer experience, digital, data, analytics, and technology.

• Plan and facilitate executive interviews, discovery sessions, design workshops, capability assessments, and roadmap discussions.

• Diagnose business challenges, frame hypotheses, synthesize qualitative and quantitative insights, and develop practical recommendations.

• Define future-state operating models, governance structures, transformation portfolios, value cases, and phased implementation roadmaps.

• Build executive-ready narratives and communicate complex recommendations with clarity and credibility.

Revenue Operations & Commercial Transformation

• Advise clients across lead-to-revenue, marketing-to-sales, opportunity-to-close, customer success, retention, expansion, and renewal journeys.

• Shape RevOps strategies spanning funnel management, pipeline governance, forecasting, territory and coverage models, lead management, sales effectiveness, and revenue intelligence.

• Identify process, data, technology, analytics, and organizational interventions that improve commercial performance.

• Define KPIs, management routines, decision rights, and governance required to align marketing, sales, customer success, finance, and operations.

Marketing, Customer & Sales Lifecycle Solutions

• Design data-driven solutions across customer acquisition, segmentation, marketing effectiveness, campaign measurement, personalization, engagement, conversion, loyalty, retention, and lifetime value.

• Lead customer journey, Customer 360, identity resolution, audience, attribution, next-best-action, and churn-related initiatives.

• Connect lifecycle use cases to measurable business outcomes and define the data, analytics, process, and platform capabilities required to deliver them.

• Guide clients in prioritizing use cases based on value, feasibility, readiness, and speed to impact.

Data, Analytics & AI Transformation

• Shape enterprise data and analytics strategies that support revenue, marketing, sales, and customer transformation.

• Define requirements for data platforms, governance, quality, integration, MDM, identity resolution, semantic layers, BI, advanced analytics, and AI enablement.

• Translate business use cases into solution blueprints, data requirements, analytical products, and delivery roadmaps.

• Guide responsible adoption of machine learning, generative AI, and agentic solutions in customer and commercial workflows.

• Partner with technical architects and engineering teams to ensure solutions are scalable, governed, secure, and implementable.

Solutioning, Proposals & Growth

• Lead solution design for advisory engagements and multi-workstream transformation opportunities.

• Own or contribute to RFPs, RFIs, proposals, statements of work, solution presentations, and executive pitches.

• Develop scope, workplans, staffing models, effort estimates, cost estimates, assumptions, dependencies, risks, and commercial inputs.

• Partner with account and sales leaders to identify, shape, and expand strategic opportunities.

• Support transition from consulting recommendations into analytics, data, AI, and managed-services delivery.

Delivery & Stakeholder Leadership

• Provide senior oversight for consulting and transformation programs from discovery through implementation.

• Manage senior client stakeholders, cross-functional working teams, program risks, decisions, dependencies, and outcomes.

• Ensure high-quality deliverables, disciplined program governance, and clear linkage between recommendations and business value.

• Coach teams in structured problem solving, stakeholder communication, analytics-led consulting, and executive storytelling.

Capability Building & Thought Leadership

• Build reusable frameworks, maturity assessments, benchmarks, playbooks, solution assets, and accelerators across RevOps and customer growth transformation.

• Develop points of view, white papers, case studies, workshop content, and market-facing propositions.

• Contribute to hiring, mentoring, competency development, community building, and the growth of consulting and solutioning talent.

• Represent EXL in strategic client forums, internal leadership discussions, and relevant industry events.