Engagement Principal

About WorkSpan

The next era of growth is being driven by business interoperability. Cloud, genAI, solutions combining services and software- more and more, companies outpace their competition not just through building superior products, but by creating stronger partnerships, paths to market, and better business models for winning together. Cloud providers, service providers, tech partners and resellers are teaming up to win more deals together through co-selling.
WorkSpan is building the world’s largest, trusted co-selling network.
WorkSpan already has seven of the world’s ten largest partner ecosystems on our platform and $50B of customer pipeline under active management. AWS, Google, Microsoft, MongoDB, PagerDuty, Databricks and dozens of others trust WorkSpan to accelerate and amplify their ecosystem strategies.
With a $30M series C and backing from world class investors Insight Partners, Mayfield, and M12, WorkSpan is poised to drive the future of B2B. Come be a part of it.
Join our team for the opportunity to:
●    Own your results and make a tangible impact on the business
●    Develop a deep understanding of GTM working closely with leadership across sales & marketing
●    Work with driven, passionate people every day
●    Be a part of an ambitious, supportive team on a mission

About the role:

• We’re looking for an Engagement Principal to lead complex, high-impact customer engagements across the WorkSpan platform. In this strategic role, you’ll serve as a trusted advisor to our customers and internal teams, ensuring successful implementations, stakeholder alignment, and long-term value delivery.

Key Responsibilities:

• Program Leadership & Governance
• • Orchestrate complex customer programs from scoping to go-live to hyper-care; run weekly status, exec SteerCo, and RAID management.
  • Establish clear plans, dependencies, and acceptance criteria across co-sell, marketplace, ecosystem, and AI enablement tracks.
  • Proactively escalate risks, secure decisions, and maintain momentum toward production readiness.
• Technical Implementation Oversight
• • Lead CRM/package implementations (Salesforce managed package installs, Dynamics 365, HubSpot) including SSO, permission sets, and environment promotion.
  • Assist in configuration of partner integrations and marketplaces (AWS ACE, Azure/Microsoft Partner Center, Google Partner Advantage; private offers and IAM/CF stacks, Vector IDs, API prerequisites).
  • Direct field mapping, validation rules, SFDC auto-create flows, and referral automation triggers 
• Customer Outcomes & Adoption
• • Define UAT/production smoke testing strategy; coordinate defect triage and regression; manage hyper-care.
  • Stand up reporting (e.g., Book of Business dashboards), weekly digests, and operational alerts to drive usage.
  • Align on phased rollout (pilot users, teams, partners); ensure enablement, SOPs, and change management are in place.
• Stakeholder Communication & Executive Alignment
• • Set expectation baselines, handle escalations, and run monthly/quarterly business reviews.
  • Translate business goals to technical workstreams; publish concise recaps, decisions, and next steps.
• Enablement & Documentation
• • Assist with quick-start guides, UAT scenarios, and SOPs for sales and partner teams.
  • Identify doc/product gaps and coordinate with Product/Engineering for closure.
  • Mentor internal team members and help scale delivery frameworks
• Product Feedback & Continuous Improvement
• • Channel customer requirements into prioritized backlogs.
  • Standardize implementation assets (mapping templates, test plans, governance cadences) across accounts.

Qualifications:

• 7+ years of experience in customer-facing roles such as Consulting, Professional Services, or Engagement Management
  
• Strong executive presence and experience managing C-level stakeholders
  
• Expertise in leading large-scale SaaS implementations or ecosystem transformation projects
  
• Excellent communication, facilitation, and stakeholder management skills
  
• Strategic thinker with the ability to translate business needs into platform solutions
  
• Comfortable working in a fast-paced, collaborative environment with cross-functional teams
• Hands-on CRM integration experience (Salesforce required; Dynamics 365 strong plus; HubSpot nice-to-have).