Manager, Customer Scoping & Planning

How you’ll make an impact: 

As the Manager of Customer Scoping & Planning, you’ll help define and oversee the process for how we translate customer needs into executable plans. You’ll bring structure to ambiguity, align teams around priorities, and ensure we set customers and internal teams up for success from the outset. This role sits at a critical intersection in the customer journey — connecting Sales, Solution Engineering, and Services to ensure we move from deal to delivery with clarity, alignment, and confidence. 

You’ll play a key role in balancing customer goals with Strata’s internal resources — helping us scale effectively, via automation and innovative approaches, while maintaining a high bar for customer experience. This includes shaping how we scope work, plan resources, and develop customer-ready implementation roadmaps. 

In this role, you will: 

• Partner with Sales, Solution Engineering, and Services to scope customer engagements, translating business needs into clear, actionable implementation plans and customer-first decisions 

• Own processes related to customer scoping and planning, adopting a continuous improvement mindset and a focus on AI automation opportunities 

• Engage directly with customers throughout the sales process, providing consultative support and expertise 

• Build and align on customer roadmaps, including sequencing, timelines, and dependency management  

• Lead resource planning and slotting to ensure alignment between customer demand and delivery capacity  

• Act as a connective layer between Growth and Services, driving continuity and shared accountability  

• Strategize and prioritize across opportunities to support targets while maintaining strong customer experience  

• Identify risks, trade-offs, and dependencies early, and guide teams toward clear, well-informed decisions  

• Partner with Contracts to maintain the price books and scope books, including product and services offerings 
• Support all Strata verticals, including healthcare, higher education, and financial institutions  

What we’re looking for: 

• Experience working with Strata customers; strong understanding of our solutions and delivery model preferred  

• Strong Salesforce and Excel skills  

• Proven ability to work effectively across teams and navigate cross-functional dependencies   

• Excellent communication skills — able to simplify complexity and create shared understanding  

• Strong critical thinking and problem-solving skills, with sound judgment in ambiguous situations with a demonstrated ability to prioritize strategically 

• Demonstrated experience in applying technology and process to drive efficiency and scale 

Preferred qualities: 

• Growth-minded, with a strong sense of accountability and ownership  

• Ability to bring clarity and structure to complex or evolving situations  

• Thoughtful decision-maker who can balance competing priorities and act as a neutral arbiter  

• Collaborative and pragmatic, with a focus on driving the best outcome for customers and the business 

• A “roll your sleeves up” attitude and desire to make an impact 

Estimated Salary Range: $115,000 - 130,000

Actual salary will be determined based on factors including, but not limited to, skill set and level of experience. This salary range is a good faith estimate of base pay. Strata also provides discretionary variable pay programs based on role. In addition, Strata provides a comprehensive benefits package including retirement benefits, health and welfare benefits, paid time off, parental leave, life and accident insurance, and other voluntary and well-being benefits.