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Datasite

Engagement Manager

Datasite

. Build and configure customer-facing AI workflows within the BlueFlame platform .

Posted 9/24/2026full-timeNew York City • New York • United StatesMid-LevelSenior💰 $82,900 - $142,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in building and configuring AI workflows within the BlueFlame platform, translating business processes into structured workflows while ensuring usability and quality. Strong analytical skills and technical aptitude are essential for troubleshooting and iterating on configurations based on customer feedback.

Highest-signal resume keywords
AI Workflow ConfigurationCustomer-Facing Technical SupportAnalytical Problem-SolvingEffective CommunicationAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
AI Workflow BuildingData AnalysisProcess MappingConfiguration ManagementTesting and Troubleshooting
Soft Skills
CuriosityInitiativeOwnershipAdaptabilityCollaboration
Tools & Technologies
BlueFlame PlatformCustomer Relationship Management (CRM) Tools
Industry Keywords
Customer SuccessConsultingImplementationFinancial ServicesSolutions Engineering

About the role

Key responsibilities & impact
  • Build and configure customer-facing AI workflows within the BlueFlame platform
  • Translate customers’ business processes into structured, AI-enabled workflows
  • Configure prompts, instructions, inputs, outputs, templates, files, tools, and workflow steps
  • Test workflows against representative customer data and scenarios; identify failure modes and iterate on configurations
  • Troubleshoot workflow behavior and distinguish configuration issues, product limitations, data issues, and escalation needs
  • Identify repeatable patterns that can be templated and reused across customers
  • Meet with customer stakeholders and end users to understand workflows, pain points, desired outputs, source information, and success criteria
  • Scope and prioritize AI use cases based on customer value, feasibility, repeatability, and commercial importance
  • Run build and refinement sessions with customers and incorporate feedback while maintaining scope
  • Validate workflow usability, repeatability, and output quality
  • Document completed workflows and enable customers to use, modify, or create workflows where appropriate
  • Complete handoffs to Customer Success Managers or customers after exit criteria are met
  • Develop expertise in BlueFlame workflow-building capabilities and advise customers and internal teams
  • Provide technical escalation support and structured feedback to Product and Engineering
  • Partner with Customer Success, Implementation/Delivery, Sales Engineering, Product, Engineering, and domain experts
  • Support strategic customer meetings, workshops, office hours, and on-site engagements

Requirements

What you’ll need
  • 0–4 years of professional experience, ideally in a client-facing, technical, consulting, implementation, customer success, solutions, financial services, or AI-related role
  • Strong technical aptitude and demonstrated ability to learn new software, tools, and workflows quickly
  • Ability to break down ambiguous business problems into clear processes, requirements, inputs, and outputs
  • Strong analytical and problem-solving skills, with an interest in understanding how AI can improve real-world business workflows
  • Excellent written and verbal communication skills, including the ability to work directly with customers and explain technical concepts clearly
  • Strong attention to detail and willingness to test, iterate, and troubleshoot until a workflow produces a high-quality result
  • Ability to manage multiple priorities in a fast-moving environment and take ownership of work from initial discovery through completion
  • Demonstrated curiosity, initiative, and comfort working in an environment where processes and product capabilities continue to evolve

Benefits

Comp & perks
  • Health insurance (medical, dental, vision)
  • Retirement savings plan
  • Paid time off
  • Other employee benefits
  • May be eligible for bonuses, commissions, or overtime if applicable