Director, Strategic Advisors – New Business

Job not on LinkedIn

🕒 July 24

🐊 Florida – Remote

🐊 Florida – Remote

💵 $150k - $210k / year

⏰ Full Time

🔴 Lead

🧐 Strategy

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Engage fi

WebsiteLinkedInAll Job Openings

51 - 200 employees

🏦 Banking

💼 Consulting

💸 Finance

💰 Private Equity Round on 2022-02

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.

📋 Description

• Develop and implement strategies to generate new business opportunities and expand Engage fi's client portfolio. • Lead, mentor, and manage a team of business development professionals, providing guidance and support to achieve team and company goals. • Establish performance metrics, sales objectives, and pipeline expectations for the team, and regularly review progress. • Identify, qualify, and pursue prospective clients through proactive outreach, networking, referrals, industry events, and strategic partnerships. • Build and maintain relationships with executive decision-makers and key stakeholders at prospective client organizations. • Lead complex sales opportunities from initial engagement through contract execution. • Collaborate with Marketing, Consulting Services, and Strategic Services teams to align go-to-market strategies and support lead generation efforts. • Recruit, train, and develop business development team members, fostering a collaborative, accountable, and high-performance sales culture. • Prepare and present regular reports on pipeline health, sales activity, revenue forecasting, win rates, and other key performance indicators to senior leadership.

🎯 Requirements

• Bachelor's degree in Business, Marketing, or a related field • Minimum of 10 years of experience in business development, sales leadership, or a related field, with a proven track record of managing teams and driving revenue growth through new client acquisition. • Experience in the banking industry, with preference given to sales related to payments, core banking, digital banking, or financial technology solutions. • Strong leadership and team management skills with the ability to inspire, coach, and motivate high-performing sales teams. • Excellent interpersonal, communication, and presentation skills with the ability to engage executive-level prospects and internal leadership. • Strategic thinker with strong analytical skills and the ability to make data-driven decisions. • Proven track record of developing new business and consistently meeting or exceeding sales goals. • Strong consultative sales, negotiation, and closing skills. • Ability to identify, qualify, and convert new business opportunities into long-term client relationships. • Experience developing and executing strategic sales and territory plans. • In-depth understanding of the financial services industry and the competitive landscape. • Strong organizational and time management skills with the ability to manage multiple priorities. • Ability to collaborate effectively across departments to deliver a seamless client experience. • Experience using CRM platforms and sales pipeline management tools.

🏖️ 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