Professional Services Engagement Management
Role of the Engagement Manager
The Professional Services (PS) Engagement Manager is responsible for helping Solution Architects (SAs) and the sales team develop and gain approval for custom Statement of Works (SoWs). The process typically includes the following activities.
- An initial meeting with the SA or Customer to understand the objective and/or specific requirements
- Develop an initial Estimate based upon the Services Calculator
- Update the Estimate based upon initial feedback from the Customer and/or Sales team
- Once agreed, generate a supporting Statement of Work (SoW)
- Create a cost estimate (COGS)
- Providing clarification to the PS Director in order to obtain approval for the SoW
- Present the SoW to the account team to gain signature
- Track progress of the SoW through to signature
- Provide soft hand-off of the SOW to the Delivery team upon signature to ensure a smooth transition.
Detailed Job Responsibility Priortization
Meet the Team
Check out our team of Engagement Managers on our team page
How to contact or collaborate with us
- AEs can create a
professional services only
opportunity in SFDC. This triggers the automatic creation of a scoping issue used for collaboration during PS discovery, scoping and proposal presentation. - Slack for informal and general questions, coordination
- Salesforce Chatter for approvals, discussion of opportunity status, or collaboration with sales leadership and legal.
Useful Resources
- Services to Accelerate Customer Adoption
- Selling Professional Services
- Professional Services Offering Framework
- Services Calculator
- Certified GitLab Engagement Manager Learning Journey
- Main Customer Slide Template
- Services data sheets
Engagement Manager - Processes
- Tracking Professional Services Opportunities
- Engagement Scoping Information
- SOW Creation
- Quote Creation process for opportunities with both Custom Services and Fixed Price Training on a single SOW
- Transacting ProServ business through AWS Marketplace
Professional Services EM Opportunity Tracking
Professional Services EM Scoping Guidelines
Professional Services Engagement Management - SOW Creation
Professional Services Engagement Management - Transacting ProServ business through AWS Marketplace
Task Prioritization
a4c83fb3
)