Services Engagement Manager, Lending

What will you contribute? The Services Engagement Manager, Lending is a professional services pre-sales specialist who partners with account executives and delivery teams to create commercially and operationally sound Statements of Work (SOWs), delivery plans, and pricing for opportunities where Professional Services (PS) are being sold.

This role owns the SOW and services-commercial construct for deals, ensuring scope, effort, risk and pricing are correct and that deals are deliverable and profitable.

Crucially, this is a PS-focused engagement role — not a general sales or account ownership role. The Services Engagement Manager does not own quota generation, ongoing account management, or traditional selling activities.

Responsibilities & Deliverables: SOW and proposal development: Draft, iterate and finalize Statements of Work, implementation plans, SOW appendices and professional services schedules aligned to the commercial terms agreed by the Account Manager.

Define deliverables, milestones, acceptance criteria, dependencies, assumptions, resource requirements and delivery timelines. Commercial and pricing design:

Build services pricing models and cost estimates that align with company margin targets and customer expectations.

Apply pricing levers (fixed-price, time & materials, milestone-based, outcome-based) and recommend the optimal engagement model.

Opportunity support and deal governance:

Act as PS subject-matter partner in deal meetings; translate customer requirements into scoped solutions and SOWs.

Maintain version control and audit trail for SOWs; ensure compliance with company contracting standards.

Coordinate approvals with finance, legal, delivery leadership and sales operations for deal sign-off.

Risk management and delivery handover:

Identify and surface delivery risks, pre-requisites and change-control points in the proposal stage.

Execute structured handover to delivery teams after contract signature: resource alignment, knowledge transfer, kick-off artifacts.

Process, templates and enablement:

Create and maintain SOW templates, pricing calculators, checklists and deal playbooks for scalable, repeatable PS quoting.

Train and advise sales and delivery stakeholders on PS scoping best-practices and the SOW process. Measurement, reporting and continuous improvement:

Track estimate-to-actual variance, SOW cycle time, margins and post-delivery outcomes to continuously improve scoping and pricing accuracy.

Navigate the professional services organization:

Identify the right people and roles that need to support opportunities from the broader PS organization.

Matrix management of pre-sales teamsRequired Skills & Experience:

Experience:

Solid experience in professional services pre-sales, PS engagement management, solutions engineering for services, or PS delivery leadership supporting sales — software industry preferred.

Demonstrated experience drafting and negotiating SOWs, fixed-price and T&M engagements, resource scoping and pricing for software/implementation projects.

Experience working with sales teams and delivery organizations; familiarity with contracting, legal and finance review processes.

Technical & commercial skills:

Strong commercial acumen: pricing models, margin management, ROI and TCO basics.

Excellent written and verbal communication — can convert business requirements into clear SOW language and pricing rationale.

Comfortable using CRM/PSA tools (e.g., Salesforce, PSA/time entry tools), Excel-based pricing models and document version control.

Behavioral attributes:

Highly organized, detail-oriented, and able to keep complex deal artifacts aligned across stakeholders.

Collaborative, persuasive and able to maintain neutrality between sales ambitions and delivery constraints.

Pragmatic problem-solver who can push back constructively to protect delivery feasibility and company risk.

Education & certifications (preferred):

Bachelor’s degree in Business, Engineering, Computer Science or related field.

Certifications in project management (PMP, Prince2) or commercial negotiation are a plus.