Engage fi
Engage fi
51 – 200 Қызметкерлер
Банк ісіКонсалтингҚаржы
Engage fi — банктер мен кредиттік одақтарға цифрлық банкинг және төлемдерді өңдеу салаларында стратегиялық кеңес беретін консалтингтік компания. Оның қызметі кредиттік және дебеттік төлемдерді өңдеуді, банкомат желілерін, адалдық бағдарламаларын, сондай-ақ Visa мен Mastercard жүйелеріне ауысуды қамтиды. Компания қаржы ұйымдарына операцияларын бағалауға, өсу мүмкіндіктерін пайдалануға және клиенттер мен төлемдерге қойылатын өзгермелі талаптарға бейімделуге көмектеседі. Бұған қоса, 1 500-ден астам аяқталған жобаға сүйене отырып, кейс-стадилер, вебинарлар және арнайы бейімделген бағалаулар ұсынады.

Senior Strategic Consultant, Banking Conversions (Florida Remote)

Lead conversion initiatives for banks and credit unions across core banking, digital banking, and vendor technologies. Manage complex projects, vendor relationships, contracts, and client strategy.

Сипаттама

  • Assess client needs, recommend appropriate solutions, and strengthen long-term client relationships
  • Lead complex client engagements using established industry practices
  • Create, tailor, and maintain RFPs, project schedules, and other delivery documentation
  • Manage project scope, timelines, and budgets in line with approved plans or statements of work
  • Coordinate workshops, vendor sessions, meetings, communications, and other key project activities
  • Advise on the conversion, implementation, and merger of banking and credit union solutions
  • Identify, resolve, track, and escalate project risks, gaps, and issues
  • Build and maintain relationships with strategic technology vendors
  • Analyze financial-services market trends and contribute to solution demonstrations
  • Monitor vendor developments, competitive activity, system changes, and product functionality
  • Advocate for client and Engage fi priorities during vendor engagements
  • Support process assessments, improvements, implementations, and best-practice tool development
  • Record project hours and monitor billing budgets
  • Coach and train Engage fi team members

Талаптар

  • Bachelor’s degree in business administration or a related field, or equivalent related experience
  • At least 10 years of experience in credit unions, banking, payments, or a related vendor industry
  • Previous leadership experience, project oversight or management expertise, and familiarity with core banking conversions are preferred
  • Extensive knowledge of core banking, related vendors, solutions, tools, and processes
  • Experience delivering vendor-selection technology projects involving both packaged products and custom solutions
  • Strong understanding of vendor technology contracts, standard commercial terms, and comparative analysis of vendor proposal pricing
  • Ability to manage external vendors and clients, including their employees, consultants, and designated subcontractors
  • Ability to lead collaborative problem-solving sessions with leadership teams across business functions
  • Ability to explain complex solutions to senior leadership
  • Proficiency with Microsoft Office, Smartsheet, and CRM platforms
  • Strong written and verbal communication skills
  • Ability to prioritize competing demands and organize work effectively
  • Ability to lift up to 15 pounds
  • Ability to sit for extended periods and work at a computer

Артықшылықтар

  • Competitive compensation
  • Incentive programs
  • 401(k) matching
  • Unlimited time off and 11 paid holidays
  • Medical, dental, and vision coverage with FSA or HSA options
  • Volunteer and community-giving opportunities
  • Reimbursement for remote-work expenses
  • Career development, training, ongoing learning, and employee recognition programs
  • Team engagement events and activities
  • Growth-oriented culture focused on continuous improvement
  • Collaborative working environment
  • Opportunities for personal and professional development

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