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Engagement Operations Specialist
hace 3 horas
Are you ready to make an impact?
West Monroe is seeking an
Engagement Operations Specialist
to support project administration and operational excellence across our consulting engagements. In this role, you will ensure engagements are set up accurately, monitored effectively, and closed out properly. You will work closely with engagement managers, project teams, and cross-functional departments to ensure alignment with client requirements and internal processes. This role requires exceptional attention to detail, strong organizational skills, and the ability to work collaboratively across multiple teams to support the delivery of high-quality client services.
Key Responsibilities
- Set up new engagements in internal system, ensuring resources, timelines, and invoicing schedules aligns with client contracts
- Collaborate with engagement managers and project teams to resolve discrepancies related to scope, budget, timeline, or resource allocation.
- Monitor engagement performance against the contract, including hours worked, expenses incurred, deliverables completed, and budget consumption.
- Identify and escalate potential issues such as budget overages or missing data to engagement managers and internal stakeholders.
- Close engagement promptly by confirming all hours, expenses, deliverables, and adjustments are properly accounted for.
- Validate that final invoices align with contract terms and pricing.
- Ensure adherence to company policies, procedures, and compliance requirements throughout the engagement lifecycle
- Maintain accurate documentation and recordkeeping of engagement schedules, adjustments, and approvals.
- Contribute to process improvements and standardization efforts within engagement operations to enhance efficiency and effectiveness.
- Support ad-hoc engagement analysis and reporting requests as needed.
Required Skills & Experience
- Experience: Minimum of 1 year in operations, project coordination, or financial operations (experience in a professional services or consulting firm preferred).
- Technical Skills: Proficiency with Microsoft Excel and experience working with ERP, CRM, or project management systems (e.g., Kimble, Workday, NetSuite, SAP).
- Attention to Detail: Strong ability to ensure accuracy in engagement records, milestone schedules, and deliverables, with minimal errors.
- Communication Skills: Excellent verbal and written communication skills, with the ability to collaborate across teams.
- Organizational Skills: Ability to manage multiple engagement schedules, meet deadlines, and prioritize tasks effectively.
- Problem-Solving: Capable of analyzing and resolving operational discrepancies independently.
Preferred Qualifications
- Bachelor's degree in Business Administration, Operations Management, Finance, or a related field.
- Familiarity with engagement processes for time-and-materials, fixed-fee, and milestone-based projects preferred.
- Experience working in a global or shared services operational environment preferred.
- Knowledge of professional services engagement practices and operational workflows
Other consultancies talk at you.
At West Monroe, we work with you.
We're a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real-world solutions.
The combination of business and technology is not new, but how we bring them together is unique. We're fluent in both. We know that technology alone is not the answer, but how we apply it is. We rely on data to constantly adapt and solve new challenges. Actions that work today with outcomes that generate value for years to come.
At West Monroe, we zero in on the heart of the opportunity, getting to results faster and preparing people for what's next.
You'll feel the difference in how we work. We show up personally. We're right there in the room with you, co-creating through the challenges. With West Monroe, collaboration isn't a lofty promise, but a daily action. We work together with you to turn vision into clear action with lasting impact.
West Monroe
is an Equal Employment Opportunity Employer
We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about diversity, equity and inclusion at West Monroe, visit If you require a reasonable accommodation to participate in our recruiting process, please inquire by sending an email to
Please review our current policy regarding use of generative artificial intelligence during the application process.
If you are based in California, we encourage you to read West Monroe's Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA) and linked here.
