Lead Director – Strategic Customer Engagement Operations

CVS Health

. Set engagement strategy and priorities across the client portfolio .

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client engagement operations and strategic planning, with a strong focus on aligning cross-functional teams and managing complex enterprise pre-sales cycles. Proven ability to adapt engagement strategies based on evolving client needs and maintain effective communication with stakeholders.

Highest-signal resume keywords

Client Engagement OperationsPre-Sales SupportStakeholder ManagementOrganizational SkillsCross-Functional Team Alignment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Engagement StrategyEnterprise Pre-Sales ExperienceMeeting CoordinationReporting for LeadershipEngagement Planning

Soft Skills

Exceptional Organizational SkillsAbility to Manage Concurrent EngagementsEffective Communication

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

HealthcareHealthcare TechnologyDigital HealthEnterprise Technology

About the role

Key responsibilities & impact

Set engagement strategy and priorities across the client portfolio
Sequence engagements and meetings to advance relationships toward milestones
Align leadership time and internal resources
Lead planning and preparation of client engagements with the AVP of Customer Success
Define engagement objectives and approach
Confirm internal stakeholders and subject matter experts for each engagement stage
Support discovery and pre-sales conversations with prospective clients
Prepare leadership for client interactions through client-context and relationship briefings
Capture outcomes, meeting notes, action items, owners, and next steps
Ensure clear and 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, priorities, and circumstances 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 and ability to manage concurrent engagements, priorities, and stakeholders
Ability to convene and align cross-functional teams without direct authority
Ability to operate effectively in an evolving environment
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 working 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