Key Responsibilities

- Project Initiation &
- Setup

- Review Salesforce opportunities, Statements of Work (SOWs), service notes, project documentation, and resource allocations.

- Identify potential project risks, scope discrepancies, budget gaps, and delivery challenges.

- Conduct internal Knowledge Transfer (KT) sessions with Account and Delivery teams.

- Set up projects using tools such as Clarizen, Smartsheet, Asana, Google Sheets, and Slack.

- Develop initial project schedules, communication plans, and documentation repositories.

- Organize and lead project kick-off meetings.

- Establish customer expectations regarding project scope, timelines, deliverables, escalation procedures, and change management.

- Project Planning &

- Coordination

- Coordinate discovery sessions, functional and technical design discussions, and project planning activities.

- Develop and maintain project schedules, milestones, and delivery plans.

- Facilitate weekly customer status meetings and internal delivery reviews.

- Prepare meeting agendas, document discussions, and track action items.

- Ensure effective communication and alignment between customers, delivery teams, and internal stakeholders.

- Project Tracking &

- Resource Management

- Monitor project progress, resource utilization, timelines, and budgeted hours.

- Maintain project tracking systems and ensure timely updates.

- Manage resource allocation, forecasting, and capacity planning.

- Review project timesheets, invoice reports, and customer billing queries.

- Identify resource constraints and overallocation and coordinate with Delivery Managers.





- Prepare and distribute Weekly Status Reports (WSRs).

- Track milestones, deliverables, dependencies, risks, and project health.

- Project Execution &

- Delivery Management

- Manage end-to-end project execution, ensuring delivery within agreed scope, timelines, and budgets.

- Oversee project tasks, dependencies, issues, risks, and escalations.

- Facilitate Functional and Technical Design Sessions.

- Coordinate deliverable reviews, including Functional Design Documents (FDDs) and Technical Design Documents (TDDs).

- Manage scope changes, budget adjustments, and deliverables through formal Change Order processes.

- Organize Steering Committee (SteerCo) meetings wherever required.

- Develop and execute mitigation plans to bring projects back on track.

- Maintain strong customer relationships and ensure stakeholder satisfaction.

- Go-Live &

- Project Closure

- Develop and maintain cutover checklists and go-live plans.

- Coordinate go-live readiness reviews with customers and delivery teams.

- Facilitate go-live meetings and track outstanding issues.

- Ensure successful project closure, including documentation, customer communication, and final sign-offs.

- Update project management systems and Salesforce records.

- Coordinate customer satisfaction (CSAT)



surveys and project closure activities.

- Client Relationship &

- Business Growth

- Act as a trusted advisor to customer executives, project managers, and key stakeholders.

- Identify opportunities for upselling, cross-selling, and expanding existing engagements.

- Proactively identify scope, budget, and timeline gaps that may create additional service opportunities.

- Manage customer escalations and negotiate effective resolutions.

- Collaborate with Account Management, Customer Success, Delivery, and Pre-Sales teams to drive business growth.

- Conduct project retrospectives and share lessons learned to improve delivery effectiveness.

Mandatory Skills &

- Qualifications

- 8+ years of overall experience in project management, engagement management, or delivery management.

- Minimum 3 years of hands-on Project Management / Engagement Management experience.

- PMP Certification or equivalent project management certification.

- Strong experience in end-to-end project lifecycle management.

- Excellent client-facing communication and stakeholder management skills.

- Experience handling complex projects involving cross-functional and geographically distributed teams.

- Robust understanding of project scope, budgeting, resource planning, risk management, and change control.

- Proven experience managing customer escalations and resolving delivery challenges.

- Ability to identify upselling and business expansion opportunities.

- Excellent presentation, negotiation, documentation, and problem-solving skills.

📌 Engagement Manager (Bengaluru)
🏢 Synectics Apac
📍 Bengaluru