Our client is a rapidly growing enterprise AI company transforming how leading financial institutions produce and validate client-ready work.

Its technology converts complex and manual processes into scalable AI-powered workflows, enabling financial institutions and professional services firms to automate sophisticated processes across global teams.

Following rapid international growth and a recent $75 million Series A funding round, the company is continuing to expand across key integral markets.

The Role We are looking for an experienced Engagement Manager to join the Product & Growth team in Madrid.

The Engagement Manager will own the end-to-end customer outcome — understanding client requirements, translating complex business problems into scalable workflows and ensuring successful implementation and adoption of the platform.

This role sits at the intersection of clients, product and technology and requires someone who combines strong financial services or consulting experience with excellent project management, commercial judgement and technical fluency.

Key Responsibilities

Own client engagements from initial requirements through implementation, adoption and ongoing relationship management

Translate complex and sometimes ambiguous client requirements into clearly scoped and measurable workflows

Develop scalable workflows, playbooks, templates and client-facing solutions

Manage delivery plans, including timelines, responsibilities, dependencies and potential risks

Maintain clear tracking of customer usage, adoption and account health





Establish effective governance and communication across client and internal stakeholders

Build trusted relationships with senior client stakeholders

Support the trial conversion renewal customer lifecycle alongside the Growth team

Measure customer ROI and identify opportunities to increase platform adoption

Gather structured customer feedback and work closely with Product and Engineering teams to improve solutions

Communicate potential blockers, trade-offs and risks clearly and proactively

Ensure client decisions, actions and deliverables are properly documented and followed through

Candidate Requirements

5+ years of professional experience within private equity, investment banking and/or Tier 1 management consulting

Strong client-facing and stakeholder-management experience

Demonstrated ability to translate ambiguous client requirements into structured delivery plans and measurable outcomes

Strong understanding of financial services workflows and institutional client environments

Good technical fluency and the ability to understand workflows, data and potential system failure points

You do not need to be an engineer, but should be comfortable working closely with technical and product teams

Strong project management and organisational capabilities

Excellent documentation, tracking and governance discipline

Clear and proactive communication style

Ability to operate independently within a rapidly changing environment

Experience within AI, enterprise technology, SaaS or FinTech would be advantageous

Willingness to travel when required

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📌 Engagement Manager - Madrid, Spain
🏢 High Street Resources (HSR)
📍 Madrid