Strategic Consultant, Conversion Services

Job not on LinkedIn

🔥 44 minutes 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

• Build and maintain strong client relationships by analyzing client needs and recommending solutions • Oversee complex client projects and apply industry best practices • 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, meetings, communications, and other critical project events • Provide subject matter expertise for conversion, implementation, and merger of bank and credit union solutions • Track, address, and escalate project risks, gaps, and issues • Develop and sustain relationships with strategic vendors • Study financial industry market trends and participate in solution demonstrations • Monitor vendor changes, competitors, system updates, and functionality • Represent client and Engage fi interests in vendor interactions • Assist with process review, improvement, implementation, and development of best-practice tools • 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 completing vendor selection technology projects involving both product and custom solutions • Strong knowledge of vendor technology contracts, general contract business terms, and vendor proposal pricing analysis and comparisons • Ability to manage external, third-party vendors and clients/customers, including their employees, consultants, and designated subcontractors • Ability to facilitate creative problem-solving sessions with leadership teams across different business disciplines • Ability to present complex solutions to senior leadership teams • Proficiency in Microsoft Office Suite, Smartsheet, and CRM platforms • Strong verbal and written communication skills • Ability to manage multiple priorities and organize work effectively • Must be able to lift up to 15 pounds • Prolonged periods of sitting at a desk and working on a computer

🏖️ 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 • Collaborative team environment • Personal and professional growth opportunities