Strategic Consultant, Conversion Services

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

📋 Description

• Offer guidance, expertise, and assistance to Engage fi clients as a strategic partner and subject matter authority.

• Assist with conversion, implementation, and merger initiatives pertaining to core banking, online/mobile/digital banking, online account origination, and associated solutions, vendors, and systems.

• Cultivate and sustain client relationships by assessing needs, suggesting solutions, and steering processes with internal stakeholders.

• Manage intricate client projects and implement industry best practices to execute strategies while mitigating risks.

• Create, tailor, and maintain project documents such as RFPs and project timelines.

• Ensure project scope, schedule, and budget align with the plan or statement of work.

• Facilitate project workshops, vendor sessions, project meetings, and other essential project events and communications.

• Provide subject matter expertise and monitor, address, and escalate project risks, gaps, and issues.

• Build and maintain relationships with strategic vendors.

• Analyze financial industry market trends, engage in solution demonstrations, and keep track of vendor updates, competitors, system enhancements, and functionalities.

• Advocate for client and Engage fi interests during vendor interactions.

• Assist in reviewing, improving, implementing, and enhancing project documents and tools.

• Incorporate technology into processes to boost efficiency and add value.

• Monitor and document project billing hours and budgets.

• Mentor and train members of the Engage fi team.

⛳️ Requirements

• Bachelor’s degree in business administration or a related field, or equivalent experience.

• Over 10 years of experience within the credit union, banking, payments, or related vendor sectors.

• Preference for prior leadership roles, proficiency in project oversight/management, and familiarity with core banking conversions.

• In-depth industry knowledge pertaining to core banking and related vendors, solutions, tools, and processes.

• Proven experience in successfully completing vendor selection technology projects involving both product-based and custom solutions.

• Strong understanding of vendor technology contracts, general business terms in contracts, and vendor proposal pricing analysis and comparisons.

• Demonstrated capacity to manage external third-party vendors, clients/customers, including their employees, consultants, and designated subcontractors.

• Ability to facilitate innovative problem-solving sessions with leadership teams across various business disciplines.

• Skill in presenting complex solutions to senior leadership teams.

• Proficiency in Microsoft Office Suite, Smartsheet, and CRM platforms.

• Excellent professional verbal and written communication abilities.

• Capability to deliver presentations and training, as well as facilitate discussions with clients, vendors, and third parties.

• Advanced problem-solving and critical-thinking capabilities.

• Ability to juggle multiple priorities and effectively organize and prioritize tasks.

• Ability to collaborate effectively in a highly interactive environment.

• Prolonged periods of sitting at a desk and using a computer.

• Must be capable of lifting up to 15 pounds.

🏝️ Benefits

• Competitive salary.

• Incentive programs.

• 401k matching.

• Unlimited paid time off along with 11 paid holidays.

• Medical, dental, and vision health plans with FSA or HSA options.

• Opportunities for volunteering and giving back to the communities we serve.

• Coverage for remote work expenses.

• Career development, training, continuous learning, and employee recognition.

• Team engagement events and activities.

• A culture that promotes growth and continuous improvement.