Customer Data Services Engagement Lead

Job Description:

The Engagement Lead is a key client-facing role responsible for supporting the delivery of technology services across an assigned account(s). Working within existing client team structures, this role ensures day-to-day execution meets the highest standards of quality while developing a deep understanding of client business goals and how Merkle's Customer Data Service engagement drives measurable value. The Engagement Lead is a trusted partner to both the client and internal teams — owning accountability for their engagements and actively contributing to the growth and health of those relationships.

Here's the day to day:

• Support management of scope of services for assigned account(s), ensuring contractual commitments are understood and met
• Actively engage with clients to understand business objectives and challenges, pairing problems with solutions
• Develop and maintain a thorough understanding of the full Customer Data Service engagement — including client ecosystem, Merkle database, Customer Data Platform (CDP), identity, and data services — across assigned account(s)
• Demonstrate and communicate the value of Merkle's engagement to client stakeholders on a regular basis
• Maintain clear, documented meeting agendas, speaking ownership, and follow-through on action items
• Partner with account leadership and other practice areas across Merkle to drive integrated client value and identify expansion opportunities
• Build and nurture relationships with client stakeholders who own or influence the engagement
• Proactively seek efficiencies in the delivery of existing engagements and drive adherence to standard ways of working
• Support financial tracking and accuracy of reporting for Customer Data Service revenue across assigned engagement(s)
• Engage SMEs where needed while maintaining ownership of the client engagement for Customer Data Service
• Empower other roles on the team to engage with the client appropriately
• Participate actively in account-level planning and business review discussions (internal and external)
• Stay current on industry trends, data platform competitive landscape, and relevant privacy and compliance topics

Skills you will have:

• Excellent internal and external communication skills
• Excellent critical thinking, analytical, and problem-solving capabilities
• Solid scope management skills with attention to contractual detail
• Knowledge of technology delivery methodologies
• Familiarity with modern data warehousing, identity resolution and marketing campaign execution concepts
• Familiarity with customer experience technology stack
• Ability to leverage AI-powered tools to improve productivity, accelerate problem-solving, and enhance the quality of client deliverables
• Familiarity with AI and machine learning concepts as they apply to data platforms, customer experience, and marketing technology — with a curiosity to explore how emerging AI capabilities can drive client value
• Curiosity about clients' businesses and how technology engagement moves them forward
• Ability to drive efficiency through people, process, and technology
• Proficiency in Microsoft tools (Word, Excel, PowerPoint, Project)
• Ability to understand and clearly articulate client goals, priorities, and requirements
• Foundational financial management skills (tracking, reporting, revenue accountability)
• General knowledge of broad marketing agency services
• Knowledge of the financial services industry including experience working with credit bureau partners and understanding industry privacy and compliance as related to data management and enabling customer experience use cases

Qualifications we are looking for:

• 5+ years of experience in client delivery (technology services preferred)
• 2+ years of experience in a client-facing role with demonstrated relationship ownership
• Experience supporting or leading technology delivery teams including Business Consultants, Developers, and/or Quality Assurance
• Experience working with or knowledge of Customer Data Services adjacent technologies (data platforms, Customer Data Platform (CDP), identity resolution, or similar)
• Experience in financial services or with regulated data environments is a plus

The annual salary range for this position is $94,000-$125,500. Placement within the salary range is based on a variety of factors, including relevant experience, knowledge, skills, and other factors