Strategic Advisor Role
As an Engage Fi employee, you can expect:
- To work with an amazing and collaborative team
- To create and innovate in your role and see the impact you make on the business and client experience
- To be a part of an award-winning team – Inc. 500 (2018), Inc. 5000 (2019, 2021, 2022, 2024, 2025), Tampa Bay Business Journal Fast 50 (2021, 2023, 2024, 2025), Great Place to Work (2023, 2024)
- All employees to cultivate and encourage new ideas and thrive on a fun and productive work environment
- To join a highly engaged workforce that supports personal and professional growth, empowerment, and lives by servant leadership
What We Provide:
- 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
About Us:
Engage fi was founded on the principle of putting ourselves in our clients' shoes to understand their needs, their business objectives, and their definition of success.What sets us apart from other options is our focus on the client, and a little bit more: more transparency, more innovation, more savings, more incentives, more fun, more collaboration.We take pride in our people, process, and tools guaranteeing that your experience with engage fi will surpass your expectations.
Our emphasis on the education, efficiency, and effectiveness needed to drive the growth of our industry will align to the needs of the consumer and your internal team.Our collective experience working for and with vendors and financial institutions in the past gives us tremendous insight into the capabilities of the vendors that our clients work with.We aim to leverage our knowledge and tools to save time, improve efficiency, and provide the pricing leverage the financial institution needs.
With over 450 years of industry experience, the team at Engage fi is a blend of consultants, educators, matchmakers, integrators, and advocates.We are laser-focused on guiding financial institutions through our proven process and enabling them to make informed, timely decisions on vendor relationships so they can change at the speed of the consumer.Engage fi has completed over 525 strategic projects for financial institutions and negotiated over $2.2 billion in savings and incentives for our clients.
We have a unique approach, and our strategic projects are as unique as the clients we serve.Let's Engage! www.engagefi.com
About You:
- You are fast-paced with a strong sense of urgency
- You thrive when you have multiple challenges on your plate
- You are a lively, enthusiastic, and powerful communicator
- You love getting things done and exceeding your goals
- You are skilled and persuasive at selling ideas and are results-oriented
- You understand people and can adapt to their communication styles
- You are a self-starter
- You have a sincere appreciation for people and how they are each uniquely motivated, enabling you to approach others from their point of view
- You like a variety of tasks and working in a dynamic and changing environment.
- You work well under pressure and like having tons to do
- You are the type of individual who likes a variety of challenges
- You thrive in a fast-paced environment
*If you are seeing yourself in these words, we'd love to talk to you about our Strategic Advisor Role
Position Summary:
The Strategic Advisor for the Great Lakes Region is responsible for prospecting, qualifying, and closing new sales opportunities across the country for our consulting lines of business. Guides credit unions ad 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.
Essential Functions & Additional Responsibilities:
- 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
Required Skills & Competencies:
- Exceeding Sales Goals – Demonstrated ability to meet or exceed sales goals annually
- Self-Managed – ability to drive oneself toward established goals
- Problem Solving - Identifies and resolves problems in a timely manner. Gathers and analyzes information skillfully. Works well in group problem-solving situations. Uses reason even when dealing with emotional topics.
- Collaboration - Effectively builds and maintains partnerships with clients, prospects, and people at all levels across the company. Contributes to team and company success. Maintains flexibility and reacts to change appropriately. Communicates and shares information with candor that builds trust and enhances relationships.
- Communication - Creates and sustains ongoing forums that encourage two-way communication opportunities. Demonstrates and promotes positive prospect, client, and work relationships. Proactively addresses and manages conflict and disputes. Works to achieve constructive resolution.
- Planning/Organizing - Prioritizes and plans work activities. Uses time efficiently. Plans for additional resources. Sets goals and objectives. Organizes or schedules other people and their tasks. Develops realistic action plans.
- Quality - Demonstrates accuracy and thoroughness. Looks for ways to improve and promote quality. Applies feedback to improve performance. Monitors own work to ensure quality.
- Technical Skills - Assesses own strengths and weaknesses. Pursues training and development opportunities. Strives to continuously build knowledge and skills. Shares expertise with others.
- Professionalism – Approaches others in a tactful manner. Reacts well under pressure. Treats others with respect and consideration regardless of their status or position. Accepts responsibility for own actions. Follows through on commitments.
- Adaptability – Adapts to changes in the work environments. Manages competing demands. Changes approach or method to the best fit the situation. Able to deal with frequent changes, delays, or unexpected events.
- Time Management - Ability to multi-task and prioritize conflicting tasks and requests.
- Presentation - Confident and compelling presentation skills, with proven ability to present to senior leadership.
- Negotiation – Ability to broker the negotiation of complex deals to a successful resolution.
- Software Planning and Presentation Tools - Proficient in Microsoft Office and other project mgmt. software experience
Required Education and Experience:
- 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
Physical Requirements:
- Prolonged periods of sitting at a desk and working on a computer
- Must be able to lift up to 15 pounds at times
- Position Type/Expected hours of Work:
- Full Time/ 40
Strategic Advisor Role
As an Engage Fi employee, you can expect:
- To work with an amazing and collaborative team
- To create and innovate in your role and see the impact you make on the business and client experience
- To be a part of an award-winning team – Inc. 500 (2018), Inc. 5000 (2019, 2021, 2022, 2024, 2025), Tampa Bay Business Journal Fast 50 (2021, 2023, 2024, 2025), Great Place to Work (2023, 2024)
- All employees to cultivate and encourage new ideas and thrive on a fun and productive work environment
- To join a highly engaged workforce that supports personal and professional growth, empowerment, and lives by servant leadership
What We Provide:
- 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
About Us:
Engage fi was founded on the principle of putting ourselves in our clients' shoes to understand their needs, their business objectives, and their definition of success.What sets us apart from other options is our focus on the client, and a little bit more: more transparency, more innovation, more savings, more incentives, more fun, more collaboration.We take pride in our people, process, and tools guaranteeing that your experience with engage fi will surpass your expectations.
Our emphasis on the education, efficiency, and effectiveness needed to drive the growth of our industry will align to the needs of the consumer and your internal team.Our collective experience working for and with vendors and financial institutions in the past gives us tremendous insight into the capabilities of the vendors that our clients work with.We aim to leverage our knowledge and tools to save time, improve efficiency, and provide the pricing leverage the financial institution needs.
With over 450 years of industry experience, the team at Engage fi is a blend of consultants, educators, matchmakers, integrators, and advocates.We are laser-focused on guiding financial institutions through our proven process and enabling them to make informed, timely decisions on vendor relationships so they can change at the speed of the consumer.Engage fi has completed over 525 strategic projects for financial institutions and negotiated over $2.2 billion in savings and incentives for our clients.
We have a unique approach, and our strategic projects are as unique as the clients we serve.Let's Engage! www.engagefi.com
About You:
- You are fast-paced with a strong sense of urgency
- You thrive when you have multiple challenges on your plate
- You are a lively, enthusiastic, and powerful communicator
- You love getting things done and exceeding your goals
- You are skilled and persuasive at selling ideas and are results-oriented
- You understand people and can adapt to their communication styles
- You are a self-starter
- You have a sincere appreciation for people and how they are each uniquely motivated, enabling you to approach others from their point of view
- You like a variety of tasks and working in a dynamic and changing environment.
- You work well under pressure and like having tons to do
- You are the type of individual who likes a variety of challenges
- You thrive in a fast-paced environment
*If you are seeing yourself in these words, we'd love to talk to you about our Strategic Advisor Role
Position Summary:
The Strategic Advisor for the Great Lakes Region is responsible for prospecting, qualifying, and closing new sales opportunities across the country for our consulting lines of business. Guides credit unions ad 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.
Essential Functions & Additional Responsibilities:
- 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
Required Skills & Competencies:
- Exceeding Sales Goals – Demonstrated ability to meet or exceed sales goals annually
- Self-Managed – ability to drive oneself toward established goals
- Problem Solving - Identifies and resolves problems in a timely manner. Gathers and analyzes information skillfully. Works well in group problem-solving situations. Uses reason even when dealing with emotional topics.
- Collaboration - Effectively builds and maintains partnerships with clients, prospects, and people at all levels across the company. Contributes to team and company success. Maintains flexibility and reacts to change appropriately. Communicates and shares information with candor that builds trust and enhances relationships.
- Communication - Creates and sustains ongoing forums that encourage two-way communication opportunities. Demonstrates and promotes positive prospect, client, and work relationships. Proactively addresses and manages conflict and disputes. Works to achieve constructive resolution.
- Planning/Organizing - Prioritizes and plans work activities. Uses time efficiently. Plans for additional resources. Sets goals and objectives. Organizes or schedules other people and their tasks. Develops realistic action plans.
- Quality - Demonstrates accuracy and thoroughness. Looks for ways to improve and promote quality. Applies feedback to improve performance. Monitors own work to ensure quality.
- Technical Skills - Assesses own strengths and weaknesses. Pursues training and development opportunities. Strives to continuously build knowledge and skills. Shares expertise with others.
- Professionalism – Approaches others in a tactful manner. Reacts well under pressure. Treats others with respect and consideration regardless of their status or position. Accepts responsibility for own actions. Follows through on commitments.
- Adaptability – Adapts to changes in the work environments. Manages competing demands. Changes approach or method to the best fit the situation. Able to deal with frequent changes, delays, or unexpected events.
- Time Management - Ability to multi-task and prioritize conflicting tasks and requests.
- Presentation - Confident and compelling presentation skills, with proven ability to present to senior leadership.
- Negotiation – Ability to broker the negotiation of complex deals to a successful resolution.
- Software Planning and Presentation Tools - Proficient in Microsoft Office and other project mgmt. software experience
Required Education and Experience:
- 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
Physical Requirements:
- Prolonged periods of sitting at a desk and working on a computer
- Must be able to lift up to 15 pounds at times
- Position Type/Expected hours of Work:
- Full Time/ 40
