Strategic Consultant, Conversion Services

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

📋 Description

• Establish and nurture robust client relationships by evaluating client needs and proposing effective solutions.

• Manage intricate client projects by implementing industry-leading practices.

• Create, tailor, and uphold project documentation such as RFPs and timelines.

• Ensure project scope, timeline, and budget adhere to the established plan or statement of work.

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

• Offer expertise in the conversion, implementation, and merger of banking and credit union solutions.

• Monitor, address, and escalate project risks, gaps, and challenges.

• Build and maintain relationships with key vendors.

• Analyze market trends in the financial industry and engage in solution demonstrations.

• Keep track of vendor changes, competitor activities, system updates, and functionality enhancements.

• Represent client and Engage fi interests during vendor interactions.

• Assist in reviewing, improving, implementing, and developing best-practice tools.

• Record and track project billing hours and budgets.

• Mentor and guide Engage fi team members.

⛳️ Requirements

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

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

• Preference for candidates with prior leadership roles, project management experience, and familiarity with core banking conversions.

• Extensive knowledge of core banking systems and associated vendors, solutions, tools, and processes.

• Experience in executing vendor selection technology projects that involve both standard and customized solutions.

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

• Capability to manage external third-party vendors and clients/customers, including their personnel, consultants, and designated subcontractors.

• Ability to facilitate innovative problem-solving sessions with leadership teams across diverse business areas.

• Competence in presenting intricate solutions to senior leadership teams.

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

• Excellent verbal and written communication skills.

• Ability to juggle multiple priorities and organize work efficiently.

• Must be able to lift up to 15 pounds.

• Capable of sitting for extended periods while working at a desk and using a computer.

🏝️ Benefits

• Competitive salary.

• 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 contribute to the communities we serve.

• Paid expenses for remote work.

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

• Engagement events and activities for the team.

• A culture that promotes growth and ongoing improvement.

• A collaborative team environment.

• Opportunities for personal and professional development.