Program Manager – Conversions

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🐊 Florida – Remote

🐊 Florida – Remote

💵 $85k - $115k / year

⏰ Full Time

🟠 Senior

🔴 Lead

📋 Program Manager

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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

• Oversee and manage multiple conversion projects and programs to ensure alignment with client expectations, goals, and objectives • Partner with Strategic Consultant(s) to manage program workstreams and ensure timely, effective completion of interconnected project activities • Develop, implement, and maintain project plans, schedules, tools, and templates • Manage project scope and coordinate cross-functional project activities among clients, Engage fi resources, and vendor partners • Communicate program and project progress through reports, presentations, status updates, and action-item tracking • Manage Statements of Work (SOW) scope and escalate risks, issues, scope changes, and schedule impacts as appropriate • Communicate approved project or program changes to relevant stakeholders • Escalate project risks and issues internally and collaborate with clients and Strategic Consultant(s) to develop and implement resolutions • Facilitate approved modifications to program and project plans • Provision, manage, and maintain project and program documentation and related tools, including Smartsheet, PowerPoint, Word, Excel, Teams, and SharePoint resources • Assist with the development and enhancement of Engage fi best practices, project tools, internal procedures, and process improvements • Support implementation, adoption, and utilization of new tools, technologies, and processes • Create and maintain internal standard operating procedures • Accurately track and record project hours worked using approved systems and tools • Support the broader Consulting Services team with project, process, and operational needs as requested • Contribute to continuous improvement initiatives that increase efficiency and provide value to internal and external stakeholders • Travel 10–20% based on client and business needs

🎯 Requirements

• Bachelor’s degree in Business Administration or a related field; equivalent experience may be considered • Minimum of 7+ years of project and/or program management experience within credit unions, banking, payments, fintech, or related vendor industries • Experience supporting vendor evaluations, system selections, conversions, or related consulting engagements preferred • Experience working with enterprise-level software applications and project management methodologies • Project Management Professional (PMP) certification preferred • Proficiency with Smartsheet, HubSpot, resource management applications, Microsoft Office Suite, and related business software • Strong collaboration skills across all organizational levels • Excellent interpersonal, presentation, and professional communication skills • Ability to listen, analyze information, develop recommendations, and effectively present solutions • Ability to work independently in a peer-review environment while championing project management best practices • Effective change management, risk management, and resource management skills • Highly adaptable and comfortable working in a fast-paced, dynamic environment • Strong written and verbal communication skills with the ability to produce clear, concise business correspondence • Advanced problem-solving skills with a focus on root-cause analysis • Ability to manage multiple priorities and competing demands effectively • Self-motivated, highly organized, and committed to delivering quality results • Team-oriented mindset with empathy, professionalism, and a collaborative approach • Prolonged periods of sitting at a desk and working on a computer • Must be able to lift up to 15 pounds at times

🏖️ 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 • Bonus

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