An Engagement Lead at Honestly is a trusted leader. They grow client relationships by focusing on two areas: Account Management and Project Management.

They’re focused on what’s doing best for both the client and for Honestly, which is usually the same thing. They use the tools at their disposal to stay on top of their client’s budget, timelines and deliverables. They’re experts at communicating, setting expectations and building relationships - internally and externally.

A successful Engagement Lead at Honestly is an independent problem solver with a perspective. They don’t run into roadblocks, they’re proactive and resourceful enough to solve any problem.

Role Overview:

Client Partner: Build trusted relationships with clients through intentional and proactive leadership. Understand their goals, advocate for the best approach and align expectations through clear communication.
Project Manager: Own project execution – developing timelines, tracking deliverables, and ensuring work is completed on time and on budget.
Internal Translator & Organizer: Bridge client needs and internal execution by translating feedback into actionable plans, organizing details, and keeping the team on track.
Problem Solver & Risk Manager: Proactively identify and mitigate risks, manage scope and resources, and escalate issues to leadership.

Responsibilities:

Client/account management:
- Lead the team (client & internal) to achieve the client’s goals, needs and plans
- Ask questions for clarification, process and efficiency
- Translate client needs, feedback and pain points to internal team for action items
- Communicate team’s reasoning and strategy to client when delivering work
- Organize and advocate for all of the details
- Organize, lead & host meetings
Project management:
- Understand client needs & timing - dictated by client and/or Honestly strategy
- Build & clearly communicate timelines
- Communicate deliverables, changes & requests to the team with complete information
- Produce agendas & meeting recaps
- Follow up with team members to ensure delivery happens on time & client needs are met
Risk, resource planning & management:
- Understanding size, scope & timing of requests
- Manage risk - budget, timeline & all other potential areas of risk
- Delivering weekly reports on project progress
- Escalate potential issues effectively & efficiently, and provide solutions to
- Work with internal team to ensure resources have been allocated to meet client needs

Success Metrics:

Clear, timely communication and follow-through across all engagements
On-time, on-budget delivery of projects, with a high level of organization
Strong, trusted client relationships
Adherence to and optimization of established processes
Proactive risk identification, documentation, and solutioning
Weekly project process and budget reports
Managing projects to a minimum 45% profit margin

The team at Honestly is made of people who are:

Confident and humble
Self-starting and resourceful
Encouraging and truthful
Dependable and operate with integrity
Collaborative
Adaptable
Excellent communicators

Benefits:

Medical, dental, and vision
401k and company match
Competitive salary
Fully remote
Flexible PTO

Honestly

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Engagement Lead