Engagement Lead

Engagement Lead

Posted 1 week ago by 1751524358

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Negotiable
Outside
Remote
USA
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Agile Methodology Business Analysis Business Intelligence Tools Business Logic Business Requirements Dashboard Data Infrastructure Employee Performance Management Key Performance Indicators (KPIs) Management Management Consulting Performance Management Power BI Requirements Elicitation Requirements Specifications Solution Design Stakeholder Management

Summary: The Engagement Lead will spearhead a high-visibility CEO Dashboard project for a large EdTech client, leveraging extensive business consulting and analytics expertise. This role involves direct engagement with executive stakeholders to gather requirements, define KPIs, and guide dashboard design. The ideal candidate will possess strong communication skills and a consultative mindset to translate strategic priorities into actionable insights. Experience working with C-level executives on analytics projects is essential.

Key Responsibilities:

  • Facilitate working sessions, interviews, and workshops directly with the CEO and C-Level leaders to understand their business goals, decision-making needs, and expectations from the dashboard.
  • Work closely with business leaders to identify the right KPIs, define their calculations, data sources, and business logic. Bring best practices in Executive Reporting and Performance Management.
  • Collaborate with visualization/BI teams to ensure dashboard designs are executive-friendly, insight-driven, and aligned with strategic business questions.
  • Bring a strong consulting mindset to challenge, guide, and refine business users' thinking translating abstract business goals into measurable KPIs.
  • Navigate a complex stakeholder environment, with comfort in presenting to senior leadership, managing expectations, and driving consensus.
  • Work with internal data/BI/engineering teams to ensure feasibility and alignment between business requirements and data infrastructure.
  • Own creation of BRDs (Business Requirements Documents), KPI dictionaries, and functional requirement specifications.

Key Skills:

  • 8-15 years of experience in Business Consulting / Analytics Consulting / Strategic Projects / Executive Reporting / Business Analysis.
  • Prior experience in working directly with CEO / CXO-level stakeholders on analytics, dashboards, or strategy visualization projects is mandatory.
  • Strong understanding of KPI frameworks, OKRs, executive dashboards, and business performance metrics.
  • Excellent communication and facilitation skills, with the ability to influence and lead conversations with senior stakeholders.
  • Industry background in EdTech, Technology, Education, or similar fast-paced industries (preferred, but not mandatory).
  • Exposure to BI tools (Tableau, Power BI, etc.) and data environments (SQL, DWH, etc.) to ensure practical feasibility of dashboard requirements.
  • Experience working in Agile / Iterative delivery models is a plus.

Salary (Rate): undetermined

City: undetermined

Country: USA

Working Arrangements: remote

IR35 Status: outside IR35

Seniority Level: undetermined

Industry: Other

Detailed Description From Employer:

Job Title: Engagement Lead

Job Type: Contract 3 months with possible extension

Job Location: Remote

We are seeking a seasoned consultant/engagement lead with a strong mix of business consulting, executive stakeholder management, and analytics expertise to lead requirement gathering, ideation, and solution design for a high-visibility CEO Dashboard project for one of our large EdTech clients.
This role requires direct interaction with the CEO, CXOs, and their direct leadership teams, understanding their strategic priorities, and translating these into actionable KPIs, metrics definitions, calculation methodologies, and visualization requirements.
Key Responsibilities:
Executive Stakeholder Engagement:
  • Facilitate working sessions, interviews, and workshops directly with the CEO and C-Level leaders, to understand their business goals, decision-making needs, and expectations from the dashboard.
  • KPI Discovery & Definition:
  • Work closely with business leaders to identify the right KPIs, define their calculations, data sources, and business logic. Bring best practices in Executive Reporting and Performance Management.
Dashboard Ideation & Design Guidance:
  • Collaborate with visualization/BI teams to ensure dashboard designs are executive-friendly, insight-driven, and aligned with strategic business questions.
  • Consultative Problem Solving:
  • Bring a strong consulting mindset to challenge, guide, and refine business users' thinking translating abstract business goals into measurable KPIs.
  • Stakeholder Management:
  • Navigate a complex stakeholder environment, with comfort in presenting to senior leadership, managing expectations, and driving consensus.
Data & Analytics Alignment:
  • Work with internal data/BI/engineering teams to ensure feasibility and alignment between business requirements and data infrastructure.
  • Documentation & Traceability:
  • Own creation of BRDs (Business Requirements Documents), KPI dictionaries, and functional requirement specifications.
Required Skills & Experience:
  • 8 15 years of experience in Business Consulting / Analytics Consulting / Strategic Projects / Executive Reporting / Business Analysis.
  • Prior experience in working directly with CEO / CXO-level stakeholders on analytics, dashboards, or strategy visualization projects is mandatory.
  • Strong understanding of KPI frameworks, OKRs, executive dashboards, and business performance metrics.
  • Excellent communication and facilitation skills, with the ability to influence and lead conversations with senior stakeholders.
  • Industry background in EdTech, Technology, Education, or similar fast-paced industries (preferred, but not mandatory).
  • Exposure to BI tools (Tableau, Power BI, etc.) and data environments (SQL, DWH, etc.) to ensure practical feasibility of dashboard requirements.
  • Experience working in Agile / Iterative delivery models is a plus.
Preferred Qualifications:
  • MBA / Postgraduate in Business / Analytics / Strategy / Management Consulting background.
  • Prior experience in large enterprise transformation projects, especially those with executive-level visibility.
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