Strategic Consultant, Conversion Services

Job not on LinkedIn

🔥 3 hours ago

🐊 Florida – Remote

🐊 Florida – Remote

💵 $107k - $145k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💼 Consultant

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Provide guidance, expertise, and support to Engage fi clients as a strategic partner and subject matter expert • Support conversion, implementation, and merger projects involving core banking, online/mobile/digital banking, online account opening/origination, and related solutions, vendors, and systems • Build and maintain client relationships by analyzing needs, recommending solutions, and guiding processes with internal stakeholders • Oversee complex client projects and apply industry best practices to execute strategies and mitigate risks • Develop, customize, and maintain project artifacts such as RFPs and project timelines • Maintain project scope, schedule, and budget according to the plan or statement of work • Facilitate project workshops, vendor sessions, project meetings, and other critical project events and communications • Provide subject matter expertise and track, address, and escalate project risks, gaps, and issues • Develop and sustain relationships with strategic vendors • Study financial industry market trends, participate in solution demos, and monitor vendor changes, competitors, system updates, and functionality • Represent client and Engage fi interests in vendor interactions • Assist with process review, improvement, implementation, and enhancement of project artifacts and tools • Integrate technology into processes to improve efficiency and add value • Track and record project billing hours and budgets • Mentor and train Engage fi team members

🎯 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 • Preference for previous leadership positions, project oversight/management proficiency, and core banking conversion familiarity • Deep industry knowledge of core banking and related vendors, solutions, tools, and processes • Experience in successfully completing vendor selection 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 • Proficient in Microsoft Office Suite of Products, Smartsheet, and CRM platforms • Strong professional verbal and written communication skills • Ability to deliver presentations and training and facilitate discussions with clients, vendors, and third parties • Advanced problem-solving and critical-thinking skills • Ability to manage multiple priorities and organize and prioritize work • Ability to work collaboratively in a highly collaborative environment • Prolonged periods of sitting at a desk and working on a computer • Must be able to lift up to 15 pounds

🏖️ 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