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Strategic Consultant – Credit and Debit Processing Evaluations

Engage fi

Strategic Consultant providing expertise in bank and credit union solutions for Engage fi. Guiding clients and managing vendor relationships while overseeing complex projects.

Posted 6/26/2026full-timeRemote • Florida • 🇺🇸 United StatesSeniorLead💰 $107,000 - $145,000 per yearWebsite

ATS Keywords

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Hard Skills

project managementvendor selectioncontract negotiationpricing analysisprocess improvementbanking conversionpayments solutionsvendor managementproblem-solvingclient relationship management

Soft Skills

leadershipcommunicationanalytical thinkingstrategic planningrelationship buildingnegotiationcollaborationpresentation skillscreative problem-solvingstakeholder engagement

Tools & Technologies

Microsoft Office SuiteSmartsheetCRM platforms

Industry Keywords

credit unionbankingpaymentsvendor industryfinancial industryATM processingVisa/MasterCardEFT networkcard productionrewards/loyalty solutions

About the role

Key responsibilities & impact

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.

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 payments 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 – Pricing knowledge is critical.
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

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

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Strategic Consultant – Credit and Debit Processing Evaluations

ATS Keywords

About the role

Requirements

Benefits

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