Lead Director – Strategic Customer Engagement Operations

CVS Health Careers

. Set engagement strategy and priorities across the client portfolio .

Posted 10/30/2026full-timeRemote • Massachusetts • United StatesSenior💰 $100,000 - $231,540 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in client engagement operations and business operations, with a strong focus on managing complex enterprise pre-sales cycles and coordinating cross-functional teams. Proven ability to adapt engagement strategies based on evolving client needs and priorities.

Highest-signal resume keywords

Client Engagement OperationsPre-Sales SupportStakeholder ManagementOrganizational SkillsHealthcare Technology Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Engagement StrategyEnterprise Pre-Sales CyclesMeeting CoordinationReporting for LeadershipAction Item Tracking

Soft Skills

Exceptional Organizational SkillsCross-Functional Team AlignmentAdaptability in Evolving Environments

Industry Keywords

HealthcareDigital HealthEnterprise TechnologyBusiness OperationsProgram Operations

About the role

Key responsibilities & impact

Set engagement strategy and priorities across the client portfolio
Sequence engagements and meetings to advance relationships toward milestones
Lead planning and preparation of client engagements with the AVP of Customer Success
Define engagement objectives and approaches
Confirm internal stakeholders and subject matter experts and key messages
Support discovery and pre-sales conversations with prospective clients
Prepare leadership for client interactions with client context, relationship history, and objectives
Capture outcomes, meeting notes, action items, owners, and next steps
Ensure timely follow-up with clients and internal stakeholders
Maintain a consolidated view of engagement activity across all clients
Produce regular reporting for Customer Success leadership
Adapt engagement plans as client needs and priorities evolve

Requirements

What you’ll need

10+ years of experience in client engagement operations, business operations, chief of staff, or program operations
Experience supporting complex enterprise pre-sales or prospective client engagements
Experience coordinating engagements with senior executives, both internal and external
Experience in a client-facing role
Exceptional organizational skills managing concurrent engagements, priorities, and stakeholders
Ability to convene and align cross-functional teams without direct authority
Ability to operate effectively in an evolving environment and pivot as client and business needs change
Bachelor’s degree, or equivalent experience (High School diploma + 4 years of relevant experience)
Experience within healthcare and/or technology is strongly preferred
Experience within healthcare, healthcare technology, digital health, or enterprise technology is preferred
Experience supporting complex enterprise pre-sales cycles, strategic pursuits, solution consulting, or technical discovery is preferred
Experience in a fast-paced, evolving environment where processes and operating models may still be developing is preferred

Benefits

Comp & perks

Medical coverage
Dental coverage
Vision coverage
Paid time off
Retirement savings options
Wellness programs
Other resources supporting physical, emotional, and financial well-being
CVS Health bonus, commission or short-term incentive program
Equity award program