Engage fi

Consultant

• Client Relationship Management – Builds and maintains strong relationships with clients by uncovering and analyzing client needs, providing and recommending solutions, and guiding the process with internal key stakeholders to achieve clients’ goals and objectives.
• Project Oversight – 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.
• Vendor Relationship Management and Knowledge – Develops and sustains relationships with key strategic vendors, studies and evaluates financial industry market trends, participates in solution demos, and remains abreast of vendor changes, key competitors, and key system updates and overall functionality in order to effectively and appropriately apply knowledge and insight to client projects.
• Contract Review and Negotiation – Evaluates client’s current invoices and existing contracts to capture relevant business terms, dates, and pricing. Requests and evaluates new vendor pricing and contract terms based on client’s strategies for vendor selection and unique business needs and presents an initial pricing and contract baseline analysis to client.

Strategic Consultant – Credit & Debit Processing Evaluations

Strategy

• Responsible for prospecting, qualifying, and closing new sales opportunities across the country for our consulting lines of business.
• Guides credit unions and banks in evaluating and selecting vendors based on their strategic goals.
• Establishes executive relationships with financial institutions across the country and sells Payments-related products (Credit, Debit, PIN Networks, Loyalty), Digital/Mobile Banking, Core Processing, and any related ancillary services.
• Develops new business via cold calling, email, and social media.
• Generates leads by attending industry events (tradeshows).
• Conducts industry webinars educating the market on our services.
• Conducts needs analysis to identify a bank’s challenges and align with engage fi services.
• Works closely with marketing resources to leverage marketing campaigns.
• Manages all sales activity in the internal CRM system for reporting.
• Facilitates creative problem-solving sessions with all levels of leadership teams across different lines of business disciplines.
• Presents complex solutions to senior leadership teams.

Strategic Advisor

Accounting Manager

• Report directly to the Chief Financial Officer and collaborate closely with the finance team
• Maintain accurate and up-to-date financial records including accounts payable, accounts receivable, general ledger entries, and expense reimbursements
• Process vendor invoices, verify accuracy, and ensure timely payments; resolve discrepancies and vendor inquiries
• Generate customer invoices, monitor accounts receivable aging, and follow up on overdue payments; coordinate billing issue resolution
• Perform regular bank reconciliations to ensure accuracy between bank statements and accounting records
• Assist in the month-end closing process by preparing journal entries, reconciling accounts, and generating financial reports
• Assist in the preparation of financial statements, variance analysis, and other ad hoc financial reports
• Ensure compliance with accounting principles, company policies, and relevant regulations; stay updated on accounting standards
• Provide support during internal and external audits by preparing documentation and responding to inquiries
• Identify opportunities for process improvements and implement best practices to streamline accounting functions
• Collaborate with procurement, sales, and operations to address financial issues and ensure alignment with organizational goals

Strategic Consultant – Credit & Debit Processing Evaluations

Strategic Advisor

Accounting Specialist