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Enterprise Solutions Manager at InvestCloud · Bengaluru
Skills
Job Description
This role combines people leadership with technical ownership. The manager will establish a reliable operating rhythm for the team, set priorities, coach and develop engineers, manage stakeholder expectations, and ensure that enterprise platforms and services are secure, well-documented, measurable, and responsive to business needs.
The manager will oversee capabilities including Atlassian products, Jira Service Management, Jira Assets, Zendesk, Glean, Power BI, Power Automate, and related enterprise integrations and data workflows.
Key responsibilities
People leadership and team management
Lead, coach, and develop Enterprise Solutions Engineers in India and across the broader team.
Set clear goals, ownership, service expectations, and development plans for each team member.
Establish team standards for communication, documentation, quality, delivery, and operational follow-through.
Run regular one-on-ones, team meetings, planning sessions, and performance reviews.
Build accountability for commitments while creating a collaborative and supportive team environment.
Recruit, onboard, mentor, and retain Enterprise Solutions talent.
Coordinate knowledge transfer, coverage, succession planning, and cross-training so critical services do not depend on a single individual.
Portfolio, prioritization, and stakeholder management
Own the Enterprise Solutions team backlog and prioritize work across operational support, projects, platform improvements, automation, reporting, and strategic initiatives.
Translate business needs into clear requirements, delivery plans, milestones, and measurable outcomes.
Serve as the primary escalation point for Enterprise Solutions work and communicate status, risks, dependencies, and decisions to leadership.
Establish and maintain an operating rhythm for intake, prioritization, delivery tracking, service reviews, and continuous improvement.
Partner with Corporate Support, Product Engineering, Data & AI, Information Security, Finance, Human Resources, and business stakeholders.
Ensure commitments are realistic, visible, and delivered with appropriate quality and documentation.
Enterprise platform ownership
Provide governance and technical direction for Atlassian products, Jira Service Management, Zendesk, Glean, Power BI, Power Automate, Jira Assets, and related platforms.
Ensure platforms are configured, administered, monitored, and improved as reliable enterprise services.
Establish platform roadmaps, lifecycle plans, access controls, configuration standards, and service documentation.
Oversee provisioning, configuration, troubleshooting, vendor coordination, and platform changes.
Ensure platform administration follows security, compliance, change-management, and data-protection requirements.
AI adoption and enablement
Lead the assessment, piloting, implementation, governance, and adoption of AI tools such as Glean, Claude, Cursor, and Fellow.ai.
Identify and document business cases for AI integration and measure adoption, productivity, quality, and business outcomes.
Establish practical standards, workflows, training, and compliance procedures for responsible AI use.
Coach the team to use AI-assisted development and automation tools responsibly to improve delivery speed and quality.
Enterprise data management and business intelligence
Oversee the design, management, and optimization of Power BI dataflows, reports, dashboards, and supporting data processes.
Ensure reporting requirements are translated into accurate, maintainable, and actionable business intelligence solutions.
Establish standards for data integrity, security, accessibility, documentation, and report ownership.
Coordinate the transition and modernization of reporting infrastructure, including potential migration toward Snowflake and partnership with the Data & AI team.
Process automation and systems integration
Direct automation of business processes within Jira Service Management and other enterprise platforms.
Oversee integrations using Power Automate, APIs, Python, and other middleware or automation technologies.
Identify opportunities to remove manual effort, improve control quality, reduce operational risk, and increase service responsiveness.
Ensure automation is tested, documented, monitored, supportable, and governed through appropriate change controls.
Asset management and service operations
Oversee asset-management practices using Jira Assets, including hardware, software, application, service, and ownership records.
Maintain accurate inventories and ensure alignment with compliance, lifecycle-management, and operational requirements.
Define service measures, operational reports, escalation paths, and support procedures for Enterprise Solutions services.
Ensure incidents, problems, requests, changes, and recurring operational work are managed consistently and used to drive improvement.
Require clear root-cause analysis and corrective actions for material service issues or missed commitments.
Documentation, training, and knowledge management
Establish and maintain technical documentation, operating procedures, runbooks, service definitions, and ownership records.
Ensure the team creates user-focused knowledge articles and delivers training for platform users and stakeholders.
Build a searchable, current knowledge base that supports onboarding, self-service, continuity, and auditability.
Qualifications
7+ years of experience in enterprise applications, business systems, IT operations, systems integration, business intelligence, or a related field.
2+ years of experience leading, managing, mentoring, or coordinating technical professionals.
Proven hands-on experience with enterprise platforms such as Atlassian products, Jira Service Management, Zendesk, Power BI, and AI tools such as Glean or Claude.
Experience managing a team backlog, setting priorities, coordinating delivery, and communicating status to senior stakeholders.
Competence in data modeling, ETL, reporting, and dashboard development, including Power BI and preferably Python or SQL.
Demonstrated ability to automate and integrate systems and business processes using Power Automate, APIs, scripting, or middleware.
Experience supporting asset-management solutions such as Jira Assets or comparable platforms.
Strong understanding of access management, information security, data protection, change management, and operational controls.
Strong written and verbal English communication skills, with the ability to work effectively with US-based and globally distributed teams.
Demonstrated ability to create clear documentation, facilitate training, and establish repeatable operating practices.
Strong judgment, problem-solving, prioritization, and conflict-resolution skills.
Preferred skills and experience
Experience administering or leading an Atlassian ecosystem, including Jira, Confluence, and Jira Service Management.
Experience with Zendesk administration, reporting, workflows, or platform transitions.
Experience with Glean, Claude, Cursor, Fellow.ai, or comparable enterprise AI platforms.
Experience with Power BI dataflows, Power Automate, Python, SQL, REST APIs, or similar integration technologies.
Experience leading platform migrations, service consolidations, or enterprise operating-model improvements.
Experience in financial technology, wealth management, or another regulated industry.
Familiarity with vendor management, licensing, service-level reporting, and technology portfolio planning.
Success in the first 12 months
A clear team structure, ownership model, backlog, and operating rhythm are in place.
Each Enterprise Solutions Engineer has defined responsibilities, goals, development priorities, and backup coverage.
Critical Atlassian, Power BI, Power Automate, Zendesk, Glean, and Jira Assets services have documented owners, procedures, and escalation paths.
Reporting and service metrics are reliable, visible, and reviewed regularly.
The team has reduced dependency on individual knowledge through documentation, cross-training, and repeatable processes.
Priority automation and platform-improvement initiatives are delivered with measurable operational or business impact.
Stakeholders experience predictable communication, clear prioritization, and improved responsiveness from Enterprise Solutions.
Apply without meeting every requirement
If you do not meet every requirement but believe you would thrive in this role, we would still like to hear from you. We value people who connect with InvestCloud’s mission, learn quickly, take ownership, and build trusted partnerships across the organization.