Engagement manager

You own the delivery of complex client engagements end to end. Every milestone depends on coordination between your team, the client, and often external partners.
Professional services
Engagement manager

What you own

An Engagement Manager owns how a client engagement is delivered from kickoff through completion. You’re the single point of accountability for scope, timeline, and quality — coordinating between your delivery team, the client, and any third parties involved. When a milestone slips, the client looks at you.

What slows you down

Engagement delivery is multi-party by nature. You’re waiting on client inputs, internal team availability, third-party deliverables, and approvals that each run on their own timeline. Each handoff between parties introduces delay, and your job is to minimize that delay through constant follow-up and coordination. The overhead of managing the process often rivals the time spent on actual delivery.

Why it compounds

Complex engagements have dozens of dependencies and decision points. As scope grows or stakeholders change, the coordination required doesn’t just increase linearly — it branches. Managing exceptions, scope changes, and timeline adjustments across multiple parties simultaneously is where engagement managers hit their capacity ceiling.

How Moxo changes the equation

Moxo orchestrates the engagement workflow so every step — from document collection to approvals to deliverable handoffs — happens in sequence with clear ownership. AI agents prepare actions, follow up with stakeholders, and track status. Humans stay in control of client decisions, quality reviews, and scope management. The result is tighter delivery timelines, fewer surprises, and the capacity to run more engagements simultaneously.

Processes that cross your desk

Credit risk approval
Approvals
Finance
Incident escalation
Exception management
Master data escalation
Exception management
IT Ops
Pricing approval
Approvals
Revenue ops
Sales ops
Finance
Close checklist approval
Finance
Audit
Approvals
Budget change approval
Finance
Approvals
Payment release approval
Approvals
Finance
Order to cash
Compliance
Customer approval
Approvals
Customer ops
Client escalation
Exception management
Customer ops