Strategic Advisor

This is a fully remote position, open to applicants in Florida.

📋 Description

• Identifying, qualifying, and securing new sales opportunities nationwide for our consulting services.

• Assisting credit unions and banks in assessing and choosing vendors that align with their strategic objectives.

• Building executive relationships with financial institutions across the nation to market Payments-related products (Credit, Debit, PIN Networks, Loyalty), Digital/Mobile Banking, Core Processing, and associated ancillary services.

• Creating new business opportunities through cold calling, email outreach, and social media engagement.

• Generating leads by participating in industry events such as tradeshows.

• Hosting industry webinars to educate the market about our offerings.

• Establishing executive-level connections with credit unions and banks of varying sizes.

• Performing needs assessments to determine a bank’s challenges and aligning them with engage fi services.

• Collaborating closely with marketing teams to utilize marketing campaigns effectively.

• Overseeing all sales activities within the internal CRM system for accurate reporting.

• Leading creative problem-solving sessions with leadership teams across diverse business disciplines.

• Presenting complex solutions to senior leadership teams.

⛳️ Requirements

• Bachelor’s Degree in Business, Communications, Marketing, or a related field.

• A minimum of 10 years of experience in the banking sector, with a preference for sales experience related to credit/debit card processing, core processing, electronic banking, bill pay, and/or mobile banking.

• Proficiency in Credit Card Processing, Debit Card Processing, Core Processing, Online Banking, as well as familiarity with relevant vendors, tools, and processes.

🏝️ Benefits

• Competitive salary, incentive programs, and 401k matching.

• Unlimited vacation time along with 11 paid holidays.

• Comprehensive medical, dental, and vision health plans, including FSA or HSA options.

• Opportunities to volunteer and contribute to the communities we serve.

• Coverage for remote work expenses.

• Career development opportunities, training sessions, continuous learning, and employee recognition initiatives.

• Team engagement events and activities.

• A culture focused on growth and continuous improvement.

• A fantastic workplace environment.