Engage fi

Program Manager

• Manages program workstreams to ensure timely and effective completion of interconnected project activities
• Communicates program and individual project progress to client and internal resources
• Evaluates all proposed modifications to program and project scope
• Internally escalates program risk issues and strategizes to resolve issues
• Manages and maintains program and interconnected project management documents

Program Manager – Strategic Services

Pricing Analyst

• The Pricing Analyst is responsible for reviewing, ingesting, and analyzing large amounts of pricing data
• Analyze vendor pricing proposals and invoices to normalize pricing against client’s current expenses and other vendors’ proposals and pricing.
• Validate proposal quotations for accuracy and comprehensiveness
• Assess and analyze data from a variety of sources to gain insights into current client pricing
• Collaborate with peers and internal customers to improve pricing technology and accuracy
• Track vendor and project pricing information for model adjustments
• Prepare and present pricing analysis findings to consultants, project managers, leadership, and clients.

Consultant

• Provides guidance, expertise, and support to Engage fi clients by engaging as a strategic partner and acting as a subject matter expert (SME) in the evaluation, selection, and negotiation of critical bank and credit union solutions
• Builds and maintains strong relationships with clients by uncovering and analyzing client needs, providing and recommending solutions
• Oversees complex client projects and applies Engage fi and industry best practices to execute on client strategies and implement project tactics to mitigate risk and ensure success
• Works with the project team and other EFI team members as needed to develop, customize, and maintain key project artifacts, such as RFPs and project timelines
• Maintains scope, schedule, and budget of projects, ensuring work is completed according the to the plan/statement of work (SOW)
• Facilitates project workshops, vendor sessions, and other critical project events and communications, chairs project meetings, and provides SME guidance
• Develops and sustains relationships with key strategic vendors, studies and evaluates financial industry market trends
• Evaluates client’s current invoices and existing contracts to capture relevant business terms, dates, and pricing

Program Manager – Strategic Services

Pricing Analyst

Strategic Consultant – Core Evaluations