
51 - 200 funcionários
🏦 Bancário
💼 Consultoria
💸 Finanças
💰 Private Equity Round em 2022-02
Banking • Consulting • Finance
A Engage fi é uma empresa de consultoria especializada em serviços financeiros para bancos e cooperativas de crédito, focando em serviços de consultoria estratégica, banco digital e processamento de pagamentos. Eles ajudam instituições financeiras a inovar e otimizar operações, fornecendo orientação especializada em áreas como processamento de crédito e débito, redes de caixas eletrônicos, programas de fidelidade e conversões Visa/Mastercard. A Engage fi também oferece recursos como estudos de caso, webinars e avaliações personalizadas para apoiar as instituições financeiras no alcance de crescimento e manutenção de uma vantagem competitiva. A empresa completou com sucesso mais de 1500 projetos e proporcionou economias e incentivos significativos para seus clientes.
🕒 Janeiro 23
🐊 Florida – Remoto
💵 $107.000 - $145.000 / ano
⏰ Tempo Integral
🟠 Sênior
🔴 Especialista
💼 Consultor
👻 Score fantasma 35%
🗣️🇺🇸🇬🇧 Inglês obrigatório
De onde vem esta vaga
Publicada na página de carreiras da Engage fi, não em um site de vagas
Vista pela primeira vez pelo Remote Rocketship Janeiro 23
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51 - 200 funcionários
🏦 Bancário
💼 Consultoria
💸 Finanças
💰 Private Equity Round em 2022-02
Banking • Consulting • Finance
A Engage fi é uma empresa de consultoria especializada em serviços financeiros para bancos e cooperativas de crédito, focando em serviços de consultoria estratégica, banco digital e processamento de pagamentos. Eles ajudam instituições financeiras a inovar e otimizar operações, fornecendo orientação especializada em áreas como processamento de crédito e débito, redes de caixas eletrônicos, programas de fidelidade e conversões Visa/Mastercard. A Engage fi também oferece recursos como estudos de caso, webinars e avaliações personalizadas para apoiar as instituições financeiras no alcance de crescimento e manutenção de uma vantagem competitiva. A empresa completou com sucesso mais de 1500 projetos e proporcionou economias e incentivos significativos para seus clientes.
• Provides guidance, expertise, and support to Engage fi clients by engaging as a strategic partner and acting as a subject matter expert (SME) in the evaluation, selection, and negotiation of critical bank and credit union solutions • Builds and maintains strong relationships with clients by uncovering and analyzing client needs, providing and recommending solutions • Oversees complex client projects and applies Engage fi and industry best practices to execute on client strategies and implement project tactics to mitigate risk and ensure success • Works with the project team and other EFI team members as needed to develop, customize, and maintain key project artifacts, such as RFPs and project timelines • Maintains scope, schedule, and budget of projects, ensuring work is completed according the to the plan/statement of work (SOW) • Facilitates project workshops, vendor sessions, and other critical project events and communications, chairs project meetings, and provides SME guidance • Develops and sustains relationships with key strategic vendors, studies and evaluates financial industry market trends • Evaluates client’s current invoices and existing contracts to capture relevant business terms, dates, and pricing
• Bachelor’s degree in business administration or related field or related experience • 10+ years of experience in the credit union, banking, payments, or related vendor industry with preference for previous leadership positions, project oversight/management proficiency, and core banking conversion familiarity • Deep industry knowledge of core banking and related vendors, solutions, tools, and processes • Experience in successfully completing vendor selection technology projects involving both product and custom solutions • Strong knowledge about vendor technology contracts, general contract business terms, and vendor proposal pricing analysis and comparisons • Demonstrated ability to manage external, third-party vendors and clients/customers, including their employees, consultants, and designated subcontractors • Facilitation of creative problem-solving sessions with all levels of leadership teams across different line of business disciplines • Ability to present complex solutions to senior leadership teams • Exposure to contract negotiations and vendor management • Proficient in Microsoft Office Suite of Products, Smartsheet, and CRM platforms
• Competitive pay, incentive programs, 401k matching • Unlimited time off plus 11 paid holidays • Medical, dental, and vision health plans with FSA or HSA options • Opportunities to volunteer and give back to the communities we serve • Paid remote work expenses • Career development, trainings, continuous learning, and employee recognition • Team engagement events and activities • Culture of growth and continuous improvement • A great place to work!
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