Strategic Consultant – Digital Evaluations

Engage fi

Strategic Consultant providing guidance and expertise to Engage Fi clients in financial project management. Focused on vendor selection and negotiation for banking solutions.

Posted 5/12/2026full-timeRemote • Florida • 🇺🇸 United StatesSeniorLead💰 $107,000 - $145,000 per yearWebsite

About the role

Key responsibilities & impact

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.
Works with the project team and other Engage fi team members 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 to ensure project tasks are completed in a suitable and timely manner and risks, gaps, and issues are appropriately tracked, addressed, and escalated.
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.
Evaluates client’s current invoices and existing contracts to capture relevant business terms, dates, and pricing.
Works with client, client’s legal representative, vendors, and Engage fi team members to negotiate suitable pricing and contract terms.

Requirements

What you’ll need

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, credit/debit card processing, online banking insurance, bank operations, and/or lending origination vendors, solutions, tools, and processes
Experience in successfully completing vendor selection and/or conversion 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
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 with vendors in the digital domain
Proficient in Microsoft Office Suite of Products, Project Management Software, and CRM platforms

Benefits

Comp & perks

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!

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

project managementvendor managementcontract negotiationfinancial analysiscore banking conversioncredit/debit card processingonline bankinglending originationvendor proposal pricing analysisbusiness terms analysis

Soft Skills

relationship buildingproblem-solvingcommunicationleadershipfacilitationstrategic thinkingnegotiationteam collaborationclient managementstakeholder engagement

Certifications

Bachelor’s degree in business administration