Strategic Consultant – Credit & Debit Processing Evaluations

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November 21

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Engage fi

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Banking • Consulting • Finance

Engage fi is a consulting company specializing in financial services for banks and credit unions, focusing on strategic advisory services, digital banking, and payment processing. They help financial institutions innovate and optimize operations by providing expert guidance in areas such as credit and debit processing, ATM networks, loyalty programs, and Visa/Mastercard conversions. Engage fi also offers resources like case studies, webinars, and personalized evaluations to support financial institutions in achieving growth and maintaining a competitive edge. The company has successfully completed over 1500 projects and delivered significant savings and incentives for its clients.

51 - 200 employees

🏦 Banking

💸 Finance

💰 Private Equity Round on 2022-02

📋 Description

• Client Relationship Management – Builds and maintains strong relationships with clients by uncovering and analyzing client needs, providing and recommending solutions, and guiding the process with internal key stakeholders to achieve clients’ goals and objectives. • Project Oversight – 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. • Vendor Relationship Management and Knowledge – Develops and sustains relationships with key strategic vendors, studies and evaluates financial industry market trends, participates in solution demos, and remains abreast of vendor changes, key competitors, and key system updates and overall functionality in order to effectively and appropriately apply knowledge and insight to client projects. • Contract Review and Negotiation – Evaluates client’s current invoices and existing contracts to capture relevant business terms, dates, and pricing. Requests and evaluates new vendor pricing and contract terms based on client’s strategies for vendor selection and unique business needs and presents an initial pricing and contract baseline analysis to client.

🎯 Requirements

• 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, credit/debit card processing, online banking insurance, bank operations, and/or lending origination vendors, solutions, tools, and processes • Experience in successfully completing vendor selection and/or conversion 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, Project Management Software, and CRM platforms

🏖️ Benefits

• 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 (Certified 2023 & 2024)!