Sr. Director, Engagement Lead
Icertis
The Sr. Director Professional Services – Engagement Lead is a senior, customer facing role responsible for overall success and value realization across multiple Icertis platform and AI implementations at mid to large enterprise customers in HLS, BFSI, TMT, and CGRT industries. This leader orchestrates cross-functional teams, manages executive stakeholder expectations, and brings a pragmatic, consultative, and perspective engagement style across CLM and GenAI-enabled SaaS.
Icertis is the global leader in AI-powered contract intelligence. The Icertis platform revolutionizes contract management, equipping customers with powerful insights and automation to grow revenue, control costs, mitigate risk, and ensure compliance - the pillars of business success. Today, more than one third of the Fortune 100 trust Icertis to realize the full intent of millions of commercial agreements in 90+ countries.
Who we are: Icertis is the only contract intelligence platform companies trust to keep them out in front, now and in the future. Our unwavering commitment to contract intelligence is grounded in our FORTE values—Fairness, Openness, Respect, Teamwork and Execution—which guide all our interactions with employees, customers, partners, and stakeholders. Because in our mission to be the contract intelligence platform of the world, we believe how we get there is as important as the destination.
Icertis, Inc. provides Equal Employment Opportunity to all employees and applicants for employment without regard to race, color, religion, gender identity or expression, sex, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Icertis, Inc. complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. If you are in need of accommodation or special assistance to navigate our website or to complete your application, please send an e-mail with your request to careers@icertis.com or get in touch with your recruiter.
12–18 years of experience delivering enterprise SaaS or large transformation programs at mid to large-enterprise customers, ideally in HLS, BFSI, TMT, and/or CGRT.
Background or direct partnership with Professional Services for an enterprise SaaS company or in a large global systems integrator, with responsibility for leading complex, multi-workstream programs.
Proven track record as an engagement/program lead managing executive stakeholders, multidisciplinary teams, and dependencies across multiple concurrent client programs.
Working knowledge of enteprise contract management processes and experience working with various business groups and personas.
Practical, hands-on experience using GenAI enabled tools (e.g., copilots inside productivity suites, AI augmented document analysis, or similar) and understanding how Gen AI enhances SaaS applications in real practice.
Ability to learn and articulate both the strengths and guardrails of GenAI enabled enterprise apps and to guide mid to senior business and IT stakeholders on applicable AI use cases for CLM across business functions.
Strong command of customer engagement: facilitation, expectation management, risk management, issue resolution, and executive communication.
Excellent communication, storytelling, and relationship building skills; comfortable presenting to VP/C-level audiences and leading steering committees.
Bachelor’s degree in Business, Information Systems, Engineering, or a related field; advanced degree is a plus.
Bonus Points (Preferred Qualifications)
Experience specifically with CLM platforms (Icertis preferred) or adjacent systems used by Legal and Contract Management.
Exposure to delivering or governing AI-powered features within enterprise SaaS products (e.g., copilots, document intelligence, recommendation engines).
Familiarity with SAP, Salesforce, and other common enterprise platforms that integrate with CLM.
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Experience in global delivery models, working with offshore teams across time zones.
Where You’ll Work & Travel
Location: United States (remote or office based, per company policy).
Travel: Ability and willingness to travel domestically and internationally for key workshops, program reviews, and executive engagements.
The Team
This role reports into the Professional Services / Consulting organization and partners closely with Product, Engineering, PreSales/Solution Advisory, Delivery, and Customer Success to ensure customers realize maximum value from the Icertis platform and Vera AI apps.
Equal Opportunity
Icertis is an equal opportunity employer. The company celebrates diversity and is committed to creating an inclusive environment for all employees, considering qualified applicants regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic.
Salary Range:
Min $203,000 - 290,000 base salary + 20% bonus per year
Pay offered will vary based on job-related factors such as location, experience, training, skills, and abilities. In addition to base salary and an annual target incentive bonus, an equity component is included.
Our Commitments
Icertis is committed to:
Supporting employees’ and their families’ physical, mental, and financial well-being.
Accelerating Icertians’ careers.
Making a social and environmental impact in our communities.
Cultivating and advancing a culture of diversity, equity, inclusion, and belonging (DEIB) across our company, customers, and suppliers.
Generous holidays, including the 4th of July week off (paid).
Free professional and leadership coaching.
Annual personal development allowance.
What we offer:
Robust medical, dental, vision, and mental health benefits.
Employee Assistance Program (EAP).
Equity (RSUs) and shared ownership in the company.
Generous 401(k) match.
Flexible work environment.
Paid maternity and paternity leave.
Generous holiday and PTO program.
CaaS (Coaching as a Service).
Annual personal development allowance.
7 Days for Humanity – seven paid volunteer days annually.
Global and regional DEIB steering committees and employee resource groups (ERGs).
Global DEIB training programs and guest speakers throughout the year.
What You’ll Do
Own overall customer engagement success for the duration of the consulting engagement
Serve as the primary executive contact and accountable program leader for assigned customers, leading overall delivery, governance, and quality assurance for the Icertis suite of products across one or more accounts.
Manage scope, timelines, and outcomes across multiple parallel implementations, ensuring alignment to client priorities and Icertis best practices.
Lead enterprise CLM delivery across multiple customers
Oversee end-to-end AI-first delivery of Icertis products to large and complex, multi-stakeholder enterprises.
Ensure effective integration planning and execution with upstream and downstream systems such as SAP, Salesforce, and other key enterprise applications connected to CLM.
Executive and stakeholder management
Engage and consult with personas across the customer leadership in Legal, Contract Management, Procurement, Sales, IT, and Business functions to set expectations on product capabilities and roadmap.
Drive consultative and prescriptive engagements on how the customer intends to leverage Icertis, calling out risks and managing them with customer engagement.
Lead steering committees and governance forums, clearly communicating risks, tradeoffs, mitigation plans, and progress toward business outcomes.
Gen AI Delivery and Adoption Leadership
Use practical experience with Gen AI to help define and shape AI use case deployment across customers.
Advise customers on the opportunities and guardrails of Gen-AI enabled enterprise apps and design adoption plans that cater to both the product capabilities and the customer AI-readiness.
Provide structured feedback to Product and Engineering on product behavior in real-time and collaborate on opportunities to deliver improvements or workarounds, if needed.
PreSales partnership and handover
Partner with PreSales/Solution Advisory in software opportunities to validate solution scope, implementation approach, and delivery risks. Accountable for carrying over that context into Professional Services for day-one readiness.
Ensure assumptions, constraints, and high-level designs from sales cycles are translated into executable delivery plans and clearly understood by all delivery teams.
CLM, legal, and business consulting
Leverage working knowledge of buy-side and sell-side contract management to guide solution approaches that align with legal standards, playbooks, and operational realities.
Work comfortably with contract managers and legal stakeholders, helping them interpret how Icertis supports their workflows and where configuration, process change, or AI-driven process makes sense.
Global and offshore collaboration
Partner closely with offshore Professional Services, Product, Engineering, and Support leaders to ensure coordinated global delivery and timely issue resolution.
Support staffing and capability planning to ensure engagements have the right mix of functional, technical, and AI expertise to succeed.
Bring a mindset of constant learning and help drive opportunities for constant improvement in AI-led delivery practices, striving to deliver a world-class consulting experience for our customers.