Professional Services Engagement Management

Describes the workflow and responsibilities of the GitLab Professional Services Engagement Manager.

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.