Team Lead, Strategic Consultant – Debit Credit Evaluations

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🔥 0 minutes ago

🐊 Florida – Remote

🐊 Florida – Remote

💵 $127.5k - $172.5k / year

⏰ Full Time

🟠 Senior

💼 Consultant

👻 Ghost score 1%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Just posted.
• Jobs at this company usually fill in 41 days.

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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 day-to-day leadership, coaching, and mentoring to team members • Coordinate and prioritize team workloads to meet project deadlines and client commitments • Monitor team performance and provide coaching, feedback, and development opportunities • Support onboarding, training, and professional development of team members • Serve as the primary resource for escalated questions, complex evaluation and pricing issues, and problem resolution • Facilitate team meetings and communicate departmental priorities and organizational updates • Partner with leadership to identify process improvements and enhance team effectiveness • Build and maintain client relationships by analyzing needs, recommending solutions, and guiding internal and vendor stakeholders • Oversee complex client projects and apply industry best practices to execute strategies and mitigate risk • Develop, customize, and maintain project artifacts such as RFPs and project timelines • Maintain project scope, schedule, and budget according to the statement of work • Facilitate project workshops, vendor sessions, meetings, and critical project communications • Provide subject matter expertise and track, address, and escalate risks, gaps, and issues • Develop and sustain relationships with strategic vendors • Study financial industry market trends and participate in solution demonstrations • Evaluate vendor changes, competitors, system updates, and functionality • Evaluate client invoices and existing contracts, including business terms, dates, and pricing • Request and evaluate new vendor pricing and contract terms • Present pricing to clients and negotiate suitable pricing and contract terms • Devise strategies to increase client revenue, reduce costs, and promote growth • Assist with process review, improvement, implementation, and development of best-practice project tools • Integrate technology into processes to improve efficiency and stakeholder value • Track and record project billing hours and budgets • Mentor and train Engage fi team members • Work full time, 40 hours per week, remotely with 30% travel

🎯 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 payments and related vendors, solutions, tools, and processes • Experience in successfully 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 • 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 • Exposure to contract negotiations and vendor management • Proficient in Microsoft Office Suite, Smartsheet, and CRM platforms • Demonstrated knowledge of industry trends, vendor products and services, pricing structures, and key contract terminology • Strong analytical skills for reconciling invoices, pricing, and proposals and cross-referencing pricing proposals to contracts • Strong professional verbal and written communication skills • Ability to deliver client presentations and facilitate discussions with clients, vendors, and third parties • Advanced critical thinking and problem-solving skills • Ability to manage multiple priorities and strong time-management skills • Ability to organize and prioritize work independently • 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 • Collaborative team environment • Personal and professional growth • Empowerment and servant leadership • 30% travel required

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