Strategic Advisor

Job not on LinkedIn

November 18

🐊 Florida – Remote

Although this job is listed in Florida, this company may be open to hiring remote in other states.

⏰ Full Time

🟠 Senior

🔴 Lead

🧐 Strategy

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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

• Responsible for prospecting, qualifying, and closing new sales opportunities across the country for our consulting lines of business. • Guides credit unions and banks in evaluating and selecting vendors based on their strategic goals. • Establishes executive relationships with financial institutions across the country and sells Payments-related products (Credit, Debit, PIN Networks, Loyalty), Digital/Mobile Banking, Core Processing, and any related ancillary services. • Develops new business via cold calling, email, and social media. • Generates leads by attending industry events (tradeshows). • Conducts industry webinars educating the market on our services. • Conducts needs analysis to identify a bank’s challenges and align with engage fi services. • Works closely with marketing resources to leverage marketing campaigns. • Manages all sales activity in the internal CRM system for reporting. • Facilitates creative problem-solving sessions with all levels of leadership teams across different lines of business disciplines. • Presents complex solutions to senior leadership teams.

🎯 Requirements

• Bachelor’s Degree in Business, Communications, Marketing or related field • 10 or more years of experience in the banking industry with preference given to sales related to credit/debit card processing, core processing, electronic banking, bill pay, and/or mobile banking • Knowledge of Credit Card Processing, Debit Card Processing, Core Processing, and Online Banking, vendors, tools, and processes • Exceeding Sales Goals – Demonstrated ability to meet or exceed sales goals annually • Self-Managed – ability to drive oneself toward established goals • Problem Solving - Identifies and resolves problems in a timely manner. • Collaboration - Effectively builds and maintains partnerships with clients, prospects, and people at all levels across the company. • Communication - Creates and sustains ongoing forums that encourage two-way communication opportunities. • Planning/Organizing - Prioritizes and plans work activities. Uses time efficiently. • Technical Skills - Assesses own strengths and weaknesses. Pursues training and development opportunities. • Professionalism – Approaches others in a tactful manner. • Adaptability – Adapts to changes in the work environments. • Time Management - Ability to multi-task and prioritize conflicting tasks and requests. • Presentation - Confident and compelling presentation skills, with proven ability to present to senior leadership. • Negotiation – Ability to broker the negotiation of complex deals to a successful resolution. • Software Planning and Presentation Tools - Proficient in Microsoft Office and other project mgmt. software experience.

🏖️ 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!