Engagement Manager

We're looking for an Engagement Manager who thrives at the intersection of people, process, and technology.

You'll be the bridge between customers, our technical teams, and our commercial function, ensuring every engagement is aligned to client needs and delivered with clarity, quality, and measurable outcomes.

This role is highly customer-facing, requiring both structured delivery capability and the interpersonal confidence to lead workshops, uncover requirements, and translate them into actionable design and technical deliverables.

Key Responsibilities

• Serve as the primary liaison between customers, sales, and the technical team.
• Understand and document client processes, identifying opportunities for optimization and transformation.
• Translate client needs into actionable project scopes, design artifacts, and documentation.
• Produce clear and structured project documentation, timelines, briefs, user stories, and design artefacts.
• Be able to create Project Plans to an excellent standard, demonstrating a clear understanding of dependency management and Customer deliverables.
• Demonstrate an expert level of understanding around risk reporting and management.
• Be able to create detailed tasks for the internal build team in JIRA, and manage the deliverables within a Customer facing plan.
• Facilitate client workshops to extract insights, validate assumptions, and co-design solutions.
• Drive communication across internal teams, ensuring alignment between commercial goals and delivery execution.
• Track progress, manage risks, and ensure project deliverables are met on time and within scope.
• Be able to react and respond to rapidly changing priorities - managing the balance between the internal need to re-prioritise, and Customer expectations.
• Drive customer adoption and value, using lessons learned to improve future implementations.
• Core Skills & Experience
• Strong background in project or program management within a technology, consulting, or design environment.
• Proven experience engaging directly with customers and senior stakeholders.
• Technical experience understanding implementations fundamentals in a Saa S environment.
• Excellent communication and facilitation skills, comfortable running workshops and presenting outcomes.
• Familiarity with agile methodologies, collaborative design processes, and cross-functional project work.
• Problem solving and critical thinking; handling ambiguity, prioritizing work and making practical decisions with incomplete information.
• A blend of analytical and creative thinking; equally comfortable with spreadsheets and whiteboards.
• First 30 Days - Understand & Integrate
• Immerse yourself in Diesta's delivery framework, service lines, and key client accounts.
• Shadow ongoing projects to understand how teams collaborate between sales, delivery, and engineering.
• Begin documenting existing customer engagement processes and tools.
• Develop an understanding of Diesta's design documentation standards and delivery cadence.
• Take ownership of smaller client engagements or internal delivery streams.
• Facilitate your first customer workshop, documenting insights and outcomes.
• Produce design documentation and delivery artifacts independently.
• Begin aligning customer needs with Diesta's project scope methodology.
• First 90 Days - Deliver & Evolve
• Lead end-to-end delivery for one or more client-facing projects.
• Serve as the primary point of contact for assigned customers.
• Establish repeatable documentation and workshop templates to improve team efficiency.
• Contribute feedback and improvements to the project delivery process.
• Join a mission-driven team addressing real pain points in insurance finance.
• Be part of a lean, high-performing team with direct impact on product and client outcomes.
• Work with top insurers and brokers in an industry ripe for disruption.
• A culture of high trust, low ego: we value competence , commitment , and transparency .
• Hybrid work model with a central London office (Bank / Liverpool Street)
• Regular team lunches and international offsites
• State-of-the-art technical equipment
• 22 days annual leave (excluding bank holidays)
• Interview Process

Intro Call with our Chief of Staff to explore your background and aspirations.

Technical Interview with the Delivery Manager.

Onsite Workshop at our London office, collaborate with the team and experience our culture first-hand.

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• Diesta Limited (Company
• Number: 13969906, Firm
• Reference
• Number: 1012426) is an agent of Plaid Financial Ltd. (Company
• Number: 11103959, Firm
• Reference

Number: 804718), an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017.

Plaid provides you with regulated account information services through Diesta as its agent.

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