CoPlane
Engagement Lead
New York (with up to 50% travel) · Full-time · Posted Oct 30, 2026
- Experience
- 4–8 years; the posting describes MBB experience or experience on a PE value creation team as possible paths.
About the job
Leads enterprise customer engagements for CoPlane’s agentic AI platform, shaping business cases and solutions, staying accountable for outcomes, driving expansion, and feeding customer insights into the product roadmap.
What you'll do
- Run workshops, prioritize business problems, build business cases, structure SOWs, and secure executive buy-in.
- Keep executive stakeholders informed and share responsibility with delivery teams for addressing project escalations.
- Build customer relationships to drive account expansion and inform product roadmap planning.
What they ask for
- Experience working inside large, complex organizations and close to operational work.
- Ability to defend ROI models with CFOs and create change management plans for COOs.
- Ability to translate vague business problems into execution-ready artifacts and communicate effectively with engineers.
- Already using AI; no technical background required.
Nice to have
- Experience at an MBB firm, progressing from execution to shaping engagements.
- Experience on a PE value creation team, including operational diligence and advising portfolio companies on improvements; enterprise AI strategy and implementation experience is ideal.
AI focus
Designs and scopes enterprise AI solutions, supports customer AI strategy and implementation, and uses engagement insights to shape the AI platform.
Model-written summary · the original posting is authoritative