What are you looking for in your next company? An open, friendly culture? The ability to impact the business in critical ways? Smart application of an excellent tech stack? Real diversity? Rock-solid products? If these matter to you, we have some great things to talk about.

Hearsay Systems is looking for an Engagement Manager to join our team!

As our Engagement Manager, you will lead complex, multidisciplinary projects with our Fortune 500 clients. You will plan requirements, work with engineers and project owners at Hearsay and with our customers to achieve their business goals. You will achieve this through clear communication every step of the way, flagging early indications of problems (without being noisy) and through creative problem solving when there are invariably unexpected surprises throughout the course of the engagement.

Who is Hearsay?

Hearsay Systems leads the field in offering sophisticated client engagement products to companies within the financial services vertical. Founded in 2009 and helmed by Clara Shih, we are a tightly knit and dedicated group that passionately believes in our products, our people, and our culture. Our products engage customers across Facebook, LinkedIn, Twitter, and Instagram, email, text, and voice. And every product syncs beautifully to Salesforce, Microsoft Dynamics, and other CRM systems.

Hearsay is used by more than 150,000 financial advisors and insurance agents. Our clients include Morgan Stanley, Goldman Sachs, Wells Fargo, JP Morgan Chase, Prudential, New York Life and Allstate. We enable them to get a real-time pulse of field conversations and to trigger more effective targeted advisor-client outreach with AI-optimized calls, text messages, email follow-ups, and social media interactions.

We love working here, and we hope you will too!

What You Will Accomplish:

• Facilitate a thorough scoping and requirements gathering process that level sets the customer’s expectation of Hearsay's products
• Manage the entire development lifecycle including requirements, design, build, testing, launch, and ongoing enhancements to maximize customer business value
• Provide technical expertise to drive CRM and other system integrations, challenge customer requirements, and build consensus with all stakeholders
• Collaborate with customer on analytics integration to assess and recommend customer needs and KPIs
• Manage vendor and partner relationships
• Gain deep understanding of our customer’s business and how Hearsay products can help them solve their unique problems 
• Communicate with clients in a way that is natural to their rhythm of business and fits their level within their organization and their degree of tech savviness
• Clearly outline any potential risks and the appropriate level of severity for each so there are no surprises or conflicts along the way
• Leverage relationships internally and externally during times of escalation or unforeseen problems to restore their confidence and help ensure they are satisfied with our solutions

About You:

• Understands and has experience with complex system integrations, APIs, and has familiarity with the typical failure points and patterns
• Experience with all phases of system and platform integrations including scoping, requirements gathering, build, testing, and deployment.
• Understands CRM and Marketing Cloud best practices with systems including Salesforce and Microsoft Dynamics
• Deliver project management, business analysis/requirements and engagement management for integration projects
• Experience with Agile methodology including managing multiple priorities and working in a fast pace team environment
• Clear communication that can be adeptly tailored to different levels in our client’s organization and able to articulate high level business focused overviews as well as very detailed and nuanced understanding and descriptions of client’s needs and issues
• Experience writing project plans and statements of work that clearly communicate the plan, properly sets expectations, and protects your company from project expansion or misunderstanding
• Possess creative problem solving skills and capacity to develop different solutions to address issues as they come up
• Ability to consume customer ready technical materials and generally understand the capabilities and interactions between the various components

OUR COMMITMENT TO DIVERSITY AND INCLUSION: At Hearsay we believe that diverse teams are the best teams. We are an equal opportunity employer and do not discriminate on the basis of race, religion, color, nationality, gender, sexual orientation, age, marital status, veteran status, or disability status.