Engage fi

Strategy

• Develop and implement strategies to generate new business opportunities and expand Engage fi's client portfolio.
• Lead, mentor, and manage a team of business development professionals, providing guidance and support to achieve team and company goals.
• Establish performance metrics, sales objectives, and pipeline expectations for the team, and regularly review progress.
• Identify, qualify, and pursue prospective clients through proactive outreach, networking, referrals, industry events, and strategic partnerships.
• Build and maintain relationships with executive decision-makers and key stakeholders at prospective client organizations.
• Lead complex sales opportunities from initial engagement through contract execution.
• Collaborate with Marketing, Consulting Services, and Strategic Services teams to align go-to-market strategies and support lead generation efforts.
• Recruit, train, and develop business development team members, fostering a collaborative, accountable, and high-performance sales culture.
• Prepare and present regular reports on pipeline health, sales activity, revenue forecasting, win rates, and other key performance indicators to senior leadership.

Director, Strategic Advisors – New Business

Director

• Provides strategic and operational leadership for Engage fi's Conversion Services practice
• Oversees a team responsible for delivering successful core banking, digital banking, payments, and related technology implementation and conversion projects
• Ensures projects are delivered on time, within scope and budget, while maintaining the highest standards of client satisfaction
• Acts as the primary escalation point for complex and day-to-day project issues
• Develops and maintains scalable implementation methodologies and drives continuous process improvement
• Partners cross-functionally to ensure successful client outcomes
• Directly manages a diverse team of Engage fi employees by providing coaching and learning opportunities

Director, Conversion Services

Principal

• Design, build, and continuously refine a comprehensive digital strategy program for client engagements
• Lead client-facing delivery of digital strategy engagements, guiding financial institutions through transformation planning
• Develop proprietary frameworks, playbooks, and tools that standardize digital strategy delivery across the practice
• Author thought leadership articles for trade publications, positioning Engage fi as a leading voice on digital transformation
• Develop and deliver podcasts, webinars, and conference presentations
• Identify gaps in the firm's current service portfolio and develop new strategy offerings in response to evolving client needs
• Lead strategic planning engagements with senior client stakeholders, including C-suite and board-level advisors

Principal Strategist, Digital Strategy, Market Intelligence

• 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
• Establishes executive level relationships with credit unions and banks of all sizes
• 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

Contract Specialist

• Lead the full contract lifecycle for complex financial institution agreements, including vendor contracts, MSAs, SaaS, SOWs, NDAs, amendments, renewals, and terminations
• Review, redline and negotiate contract provisions related to business terms and service levels
• Ensure contracts meet financial institution regulatory requirements and internal policies related to third-party risk management
• Partner closely with Legal, Compliance, Risk, Information Security, Procurement, and business stakeholders to assess and mitigate contractual risk
• Identify non-standard terms and escalate higher-risk issues
• Maintain accurate contract records and workflows within a contract lifecycle management (CLM) system
• Track key contract obligations, renewal dates, and termination rights to capture key data
• Contribute to the development and organization of clause libraries and negotiation playbooks
• Provide guidance to stakeholders on contract requirements, policies, and regulatory expectations
• Support continuous process improvement initiatives

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, including but not limited to Credit/Debit/ATM Processing, Visa/MasterCard Brand, PIN/EFT Network, Card Production, Rewards/Loyalty and other related solutions, vendors, and systems.
• 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.
• 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.
• 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.
• Evaluates client’s current invoices, existing contracts and current proposals 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. Presents initial pricing/ baseline analysis to client. Works with client, client’s legal representative, vendors, and EFI team members to negotiate suitable pricing and contract terms, devising strategies to increase revenue, cut costs, and promote growth for the client while also ensuring alignment with the client’s goals and objectives and monitoring the long-term effects of vendor and pricing changes.
• Acts as subject matter expert to assist in process improvement, and implementation in all areas of the company, including assisting in the ongoing development and enhancement of Engage fi best practice project artifacts/tools and integrating the use of technology into processes to gain efficiencies and add value for internal and external stakeholders.

Strategic Consultant – Credit and Debit Processing Evaluations

Program Manager

• Manage program workstreams to ensure timely and effective completion of interconnected project activities
• Develop, implement, and maintain project plans and tools
• Communicate program and individual project progress to clients and/or internal resources
• Track, prepare, and present internal and client-facing reports and presentations
• Escalate proposed modifications to program/project scope and communicate approved changes to stakeholders
• Internally escalate program risk issues pertaining to project deadlines and activities
• Provisions, manage, and maintain program and interconnected project management documents and related tools
• Assist with enhancing EFI best practices, project tools, and overall process improvements
• Support implementation, adoption, and usage of new tools, processes, and technology
• Accurately track and record project billing hours and budgets

Program Manager – Evaluations

Accounting Manager

• 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
• Generate customer invoices, monitor accounts receivable aging, and follow up on overdue payments
• 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
• Ensure compliance with accounting principles, company policies, and relevant regulations
• Provide support during internal and external audits by preparing documentation, responding to inquiries, and addressing audit findings
• Identify opportunities for process improvements and efficiency gains within the accounting function

Accounting Specialist

Communications

• Provide analysis-based guidance to Credit Union and Bank clients on integrated communications solutions
• Lead client relationships and collaborate with internal teams, technology partners, and vendors
• Oversee all aspects of client-facing integrated communications projects, including discovery and requirements gathering
• Prepare customized communication strategies based on operational and compliance requirements
• Guide clients through vendor evaluations and contract negotiations
• Analyze workflows, service models, and communication processes to identify operational efficiencies
• Monitor financial industry trends and emerging communication technologies
• Present strategic vendor solutions and negotiate pricing on behalf of clients

Strategic Consultant – Integrated Communications

Pricing Analyst

• The Pricing Analyst is responsible for reviewing, ingesting, and analyzing large amounts of pricing data
• Analyzing 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 and advise consultants on comparable pricing
• Prepare multi-year cost and pricing models for internal and client use
• Track vendor and project pricing information
• Prepare and present pricing analysis findings to consultants, project managers, leadership, and clients