
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.
🔥 0 minutes ago
Where this job comes from
Posted on Engage fi's careers page, not through a job board
First seen by Remote Rocketship 0 minutes ago
Improve your chances of getting an interview by checking your resume score before you apply.

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.
• Develop and implement strategies to grow business through existing client relationships • Lead, mentor, and manage a team of relationship managers • Establish team performance metrics and objectives and regularly review progress • Establish, maintain, and strengthen relationships with key clients • Identify opportunities for additional services or solutions • Serve as a senior point of contact for escalations and high-profile client interactions • Ensure consistent, high-quality client experiences across the team • Identify and pursue opportunities to expand business within the existing client base • Collaborate with marketing, consulting services, and strategic services departments • Analyze market trends and client feedback to identify new growth areas • Recruit, train, and develop team members • Conduct performance evaluations and support professional development • Encourage innovation and sharing of best practices • Prepare and present regular reports on client satisfaction, revenue growth, and other key metrics to senior leadership • Use data analytics to inform decisions and strategy adjustments • Monitor industry trends and the competitive landscape
• Bachelor's degree in Business, Marketing, or a related field • Minimum of 10 years of experience in client relationship management, business development, or a related field • Proven track record of managing teams and driving business growth • Experience in the banking industry, with preference given to sales related to payment processing, core processing, and/or digital banking • Knowledge of Payment Processing, Core Processing, and Digital Banking vendors, tools, and processes • Strong leadership and team management skills • Excellent interpersonal and communication skills • Ability to present ideas and strategies to senior leadership and clients • Strong customer engagement focus • Strong analytical skills and ability to make data-driven decisions • Strong sales background with a track record of meeting or exceeding sales goals • Effective time management skills • Ability to identify and pursue new business opportunities within existing client relationships • Experience developing and executing sales strategies • In-depth understanding of the relevant industry and market • Ability to negotiate contracts and agreements with clients • Strong organizational skills and ability to manage multiple priorities • Ability to work effectively with other departments and stakeholders • Ability to sit for prolonged periods at a desk and work on a computer • Must be able to lift up to 15 pounds at times • Ability to work full time, 40 hours per week • Willingness to travel 50%
• Competitive pay • Incentive programs • 401k matching • Unlimited time off plus 11 paid holidays • Medical, dental, and vision health plans with FSA or HSA options • Paid remote work expenses • Career development, trainings, continuous learning, and employee recognition • Team engagement events and activities • Culture of growth and continuous improvement • Bonus
Apply Now🕒 2 days ago
Directing clinical-trial recruitment, retention, and informed-consent governance at Exelixis, an oncology biotech. Ensuring global compliance, patient engagement, and enrollment delivery across studies.
🇺🇸 United States – Remote
💵 $185k - $234.5k / year
💰 $65M Post-IPO Equity on 2012-02
⏰ Full Time
🔴 Lead
🧐 Strategy
🦅 H1B Visa Sponsor
🕒 3 days ago
Strategy and corporate development associate driving M&A, pricing, FP&A, and growth initiatives for GHX, a healthcare business and data automation SaaS company. Advising executive leadership and private equity sponsors.
🕒 3 days ago
AI product strategy leader owning roadmaps, experimentation, and executive governance. Driving adoption, growth, and measurable business impact across Bounteous’s enterprise AI services portfolio.
🇺🇸 United States – Remote
💵 $160k - $180k / year
💰 Private Equity Round on 2021-08
⏰ Full Time
🔴 Lead
🧐 Strategy
🦅 H1B Visa Sponsor
🕒 3 days ago
Growth Strategy Principal leading enterprise growth projects and Medicare Advantage strategy at Humana. Driving analysis, recommendations, and implementation across its healthcare businesses.
🕒 4 days ago
Theranostics advisory director guiding GE HealthCare health systems through radiopharmaceutical and oncology program transformation. Advising executives on clinical, operational, regulatory, and financial strategy.