Strategic Consultant – Core Evaluations
Engage fi
full-time
Posted on:
Location Type: Remote
Location: Florida • United States
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Salary
💰 $107,000 - $145,000 per year
About the role
- 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
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 with 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 in successfully completing vendor selection technology projects involving both product and custom solutions
- Strong knowledge about 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 of Products, Smartsheet, and CRM platforms
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
- A great place to work!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
project managementvendor selectioncontract negotiationpricing analysiscore banking conversionfinancial industry market trendscustom solutions developmentbusiness terms evaluationrisk mitigationproject oversight
Soft Skills
relationship buildingstrategic partnershipcreative problem-solvingcommunicationleadershipfacilitationclient needs analysisteam collaborationpresentation skillsstakeholder management