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- Tasks: Lead engaging workshops to enhance customer journeys and messaging strategies.
- Company: Dynamic consultancy supporting tech firms with innovative enablement content.
- Benefits: Competitive day rate, remote work flexibility, and international travel opportunities.
- Why this job: Make a real impact by guiding clients through transformative customer engagement experiences.
- Qualifications: Experience in workshop facilitation and strong understanding of customer experience principles.
- Other info: Join a collaborative team focused on continuous improvement and professional growth.
The predicted salary is between 48000 - 54000 £ per year.
SF recruitment have partnered with a brilliant consultancy, who support Technology companies and their partners by creating enablement content and programmes.
Our client helps technology organisations and their partners sell, adopt and scale enterprise-ready solutions by creating clear, practical enablement content, experiences, and programmes. Their work sits at the intersection of strategy, customer experience, and execution, ensuring sellers, partners, and clients are genuinely set up for success.
Day rate: £400-£450
Working pattern: typically 4 days per week remotely but with regular international travel to deliver workshops
Role summary
We're looking for a dynamic and experienced workshop facilitator to lead pre-sales, client-facing workshops focused on customer lifecycle and messaging journey design, primarily within the WhatsApp for Business ecosystem. In this role, you will guide enterprise clients through structured, collaborative sessions that help them visualise what great looks like, align internal stakeholders, and leave with clarity, momentum, and a practical path forward. You will operate across in-person, hybrid, and fully remote formats, with client-facing delivery as the core of the role. You'll work closely with consultants and designers to ensure workshop outputs translate into clear journey visualisations, strategic recommendations, and next-step actions that support partner selection, implementation, and scale.
Responsibilities will include:
- Workshop design and facilitation
- Deliver structured, client-facing workshops (primarily in-person but sometimes hybrid or fully remote) using proven facilitation frameworks.
- Tailor workshops to client context, including industry, maturity, goals, and stakeholder mix.
- Create a calm, confident, and engaging environment that encourages participation and alignment.
- Guide clients through identifying lifecycle stages, pain points, opportunities, and success metrics.
- Facilitate collaborative mapping of messaging entry points, conversational flows, and desired outcomes across the customer journey.
- Research client digital engagement strategies, use cases, and market context.
- Collaborate internally to align on objectives, stakeholders, and success criteria before delivery.
- Work with consultants and designers to translate workshop outputs into journey maps, summaries, and action plans.
- Support clarity around next steps, including implementation approaches, partner selection, and RFP inputs.
- Capture client feedback and identify opportunities to improve workshop design, tools, and facilitation techniques.
- Share insights with the wider team to evolve frameworks, assets, and best practices.
The experience you must bring
- Proven facilitation experience delivering client-facing workshops, ideally in journey mapping, digital transformation, or customer engagement strategy.
- Demonstrated experience facilitating in-person, hybrid, and fully remote workshops.
- Strong understanding of customer experience principles and customer lifecycle frameworks.
- Confidence leading diverse, senior stakeholder groups through structured problem-solving and decision-making.
- Experience working with enterprise-level clients, particularly in sectors such as retail, financial services, travel, or ecommerce.
- Familiarity with messaging channels (e.g. WhatsApp, SMS, chatbots) and their role in digital customer engagement.
- Excellent communication, listening, and storytelling skills.
- Comfortable working with tools such as Miro, MS Teams, and Google Suite.
- Able to thrive as part of a fully remote team.
Customer Engagement Workshop Lead employer: SF Recruitment
Contact Detail:
SF Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Engagement Workshop Lead
✨Tip Number 1
Get your networking game on! Reach out to people in the industry, attend relevant events, and connect with potential employers on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Practice makes perfect! Before any interview or workshop facilitation, rehearse your delivery. We can’t stress enough how important it is to be confident and clear when presenting your ideas to clients.
✨Tip Number 3
Tailor your approach! When preparing for workshops, make sure you understand the client’s context and needs. We should always aim to create a calm and engaging environment that encourages participation.
✨Tip Number 4
Follow up after your sessions! Whether it’s a thank-you email or sharing insights from the workshop, keeping the conversation going shows your commitment and helps build lasting relationships with clients.
We think you need these skills to ace Customer Engagement Workshop Lead
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your application to highlight your experience in facilitating workshops and customer engagement strategies. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant achievements!
Showcase Your Facilitation Skills: Since this role is all about leading workshops, share specific examples of your past facilitation experiences. We love seeing how you’ve created engaging environments and guided clients through structured sessions.
Research and Reflect: Before applying, take some time to research our consultancy and the technology sector. Reflect on how your background fits into our mission of helping clients succeed. This will not only help your application stand out but also prepare you for potential interviews!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at SF Recruitment
✨Know Your Stuff
Before the interview, dive deep into the company's work and their approach to customer engagement. Familiarise yourself with their projects, especially those related to WhatsApp for Business. This will not only show your genuine interest but also help you tailor your responses to align with their goals.
✨Showcase Your Facilitation Skills
Be ready to discuss your previous experiences in leading workshops. Prepare specific examples where you successfully guided clients through complex processes. Highlight your ability to create engaging environments and how you’ve tailored sessions to meet diverse client needs.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and adaptability. Think of scenarios where you've had to manage different stakeholder expectations or adapt your facilitation style. Practising these responses can help you articulate your thought process clearly during the interview.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Inquire about their current challenges in customer engagement or how they measure the success of their workshops. This shows your proactive mindset and genuine interest in contributing to their success.
