Strategic Advisor

Engage fi

Strategic Advisor responsible for prospecting and closing sales opportunities for Engage Fi. Guiding financial institutions in vendor selection and Payments-related solutions with a focus on strategic goals.

Posted 7/10/2026full-timeRemote • Florida • 🇺🇸 United StatesSeniorLead💰 $120,000 - $130,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s Degree in Business, Communications, Marketing or related field
10 or more years of experience in the banking industry with preference given to sales related to credit/debit card processing, core processing, electronic banking, bill pay, and/or mobile banking
Knowledge of Credit Card Processing, Debit Card Processing, Core Processing, and Online Banking, vendors, tools, and processes

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

ProspectingQualifyingClosing Sales OpportunitiesNeeds AnalysisLead Generation

Soft Skills

Creative Problem-SolvingRelationship BuildingCommunication

Certifications

Bachelor’s Degree In BusinessBachelor’s Degree In CommunicationsBachelor’s Degree In Marketing