Our client is a rapidly growing enterprise AI company transforming how leading financial institutions produce and validate client-ready work.Its technology converts complex and manual processes into scalable AI-powered workflows, enabling financial institutions and professional services firms to automate sophisticated processes across global teams.Following rapid international growth and a recent $75 million Series A funding round, the company is continuing to expand across key global markets.The RoleWe are looking for an experienced Engagement Manager to join the Product & Growth team in Madrid.The Engagement Manager will own the end-to-end customer outcome — understanding client requirements, translating complex business problems into scalable workflows and ensuring successful implementation and adoption of the platform.This role sits at the intersection of clients, product and technology and requires someone who combines strong financial services or consulting experience with excellent project management, commercial judgement and technical fluency.Key ResponsibilitiesOwn client engagements from initial requirements through implementation, adoption and ongoing relationship management.Translate complex and sometimes ambiguous client requirements into clearly scoped and measurable workflows.Develop scalable workflows, playbooks, templates and client-facing solutions.Manage delivery plans, including timelines, responsibilities, dependencies and potential risks.Maintain clear tracking of customer usage, adoption and account health.Establish effective governance and communication across client and internal stakeholders.Build trusted relationships with senior client stakeholders.Support the trial → conversion → renewal customer lifecycle alongside the Growth team.Measure customer ROI and identify opportunities to increase platform adoption.Gather structured customer feedback and work closely with Product and Engineering teams to improve solutions.Communicate potential blockers, trade-offs and risks clearly and proactively.Ensure client decisions, actions and deliverables are properly documented and followed through.Candidate Requirements5+ years of professional experience within private equity, investment banking and/or Tier 1 management consulting.Strong client-facing and stakeholder-management experience.Demonstrated ability to translate ambiguous client requirements into structured delivery plans and measurable outcomes.Strong understanding of financial services workflows and institutional client environments.Good technical fluency and the ability to understand workflows, data and potential system failure points.You do not need to be an engineer, but should be comfortable working closely with technical and product teams.Strong project management and organisational capabilities.Excellent documentation, tracking and governance discipline.Clear and proactive communication style.Ability to operate independently within a rapidly changing environment.Experience within AI, enterprise technology, SaaS or FinTech would be advantageous.Willingness to travel when required.
Our client is a rapidly growing enterprise AI company transforming how leading financial institutions produce and validate client-ready work.
Its technology converts complex and manual processes into scalable AI-powered workflows, enabling financial institutions and professional services firms to automate sophisticated processes across global teams.
Following rapid international growth and a recent $75 million Series A funding round, the company is continuing to expand across key global markets.
The Role
We are looking for an experienced Engagement Manager to join the Product & Growth team in Madrid.
The Engagement Manager will own the end-to-end customer outcome — understanding client requirements, translating complex business problems into scalable workflows and ensuring successful implementation and adoption of the platform.
This role sits at the intersection of clients, product and technology and requires someone who combines strong financial services or consulting experience with excellent project management, commercial judgement and technical fluency.
Key Responsibilities
- Own client engagements from initial requirements through implementation, adoption and ongoing relationship management.
- Translate complex and sometimes ambiguous client requirements into clearly scoped and measurable workflows.
- Develop scalable workflows, playbooks, templates and client-facing solutions.
- Manage delivery plans, including timelines, responsibilities, dependencies and potential risks.
- Maintain clear tracking of customer usage, adoption and account health.
- Establish effective governance and communication across client and internal stakeholders.
- Build trusted relationships with senior client stakeholders.
- Support the trial → conversion → renewal customer lifecycle alongside the Growth team.
- Measure customer ROI and identify opportunities to increase platform adoption.
- Gather structured customer feedback and work closely with Product and Engineering teams to improve solutions.
- Communicate potential blockers, trade-offs and risks clearly and proactively.
- Ensure client decisions, actions and deliverables are properly documented and followed through.
Candidate Requirements
- 5+ years of professional experience within private equity, investment banking and/or Tier 1 management consulting.
- Strong client-facing and stakeholder-management experience.
- Demonstrated ability to translate ambiguous client requirements into structured delivery plans and measurable outcomes.
- Strong understanding of financial services workflows and institutional client environments.
- Good technical fluency and the ability to understand workflows, data and potential system failure points.
- You do not need to be an engineer, but should be comfortable working closely with technical and product teams.
- Strong project management and organisational capabilities.
- Excellent documentation, tracking and governance discipline.
- Clear and proactive communication style.
- Ability to operate independently within a rapidly changing environment.
- Experience within AI, enterprise technology, SaaS or FinTech would be advantageous.
- Willingness to travel when required.
