Program Manager – Conversions

Engage fi•Orlando, FL
•$85,000 - $115,000•Remote

About The Position

The Program Manager oversees multiple projects and programs to ensure alignment with client expectations, goals, and objectives. The role combines strategic oversight, tactical execution, and relationship management with clients, vendors, and internal stakeholders. In partnership with Strategic Consultants, the Program Manager coordinates activities, manages scope, schedules, tools, and templates, and ensures successful delivery of high-quality outcomes. This position is assigned exclusively to conversion projects. The role is remote, full-time, and expected to work 40 hours per week. It requires 10–20% travel based on client and business needs. The employee will work for Engage fi, a consulting organization focused on helping financial institutions make informed decisions about vendor relationships and strategic projects.

Requirements

  • Bachelor’s degree in Business Administration or a related field; equivalent experience may be considered.
  • At least 7 years of project and/or program management experience within credit unions, banking, payments, fintech, or related vendor industries.
  • Experience working with enterprise-level software applications and project management methodologies.
  • Proficiency with Smartsheet, HubSpot, resource management applications, Microsoft Office Suite, and related business software.
  • Strong collaboration skills across organizational levels.
  • Excellent interpersonal, presentation, and professional communication skills.
  • Ability to listen, analyze information, develop recommendations, and present solutions effectively.
  • Ability to work independently in a peer-review environment while championing project management best practices.
  • Effective change management, risk management, and resource management skills.
  • Adaptability and comfort working in a fast-paced, dynamic environment.
  • Strong written and verbal communication skills, including the ability to produce clear, concise business correspondence.
  • Advanced problem-solving skills with a focus on root-cause analysis.
  • Ability to manage multiple priorities and competing demands effectively.
  • Self-motivated, highly organized, and committed to delivering quality results.
  • Team-oriented mindset with empathy, professionalism, and a collaborative approach.
  • Able to sit for prolonged periods and work at a computer; must be able to lift up to 15 pounds at times.
  • Available for 10–20% travel based on client and business needs.

Nice To Haves

  • Experience supporting vendor evaluations, system selections, conversions, or related consulting engagements.
  • Project Management Professional (PMP) certification.

Responsibilities

  • Partner with Strategic Consultants to manage program workstreams and ensure interconnected project activities are completed effectively and on time.
  • Develop, implement, and maintain project plans, schedules, tools, and templates.
  • Manage project scope and coordinate cross-functional activities among clients, Engage fi resources, and vendor partners.
  • Report program and project progress through reports, presentations, status updates, and action-item tracking.
  • Manage Statements of Work scope and escalate risks, issues, scope changes, and schedule impacts as appropriate.
  • Communicate approved project or program changes to relevant stakeholders.
  • Escalate project risks and issues internally and collaborate with clients and Strategic Consultants to develop and implement resolutions.
  • Facilitate approved modifications to program and project plans.
  • Provision, manage, and maintain project and program documentation and related tools and resources.
  • Assist with developing and enhancing Engage fi best practices, project tools, internal procedures, and process improvements.
  • Support implementation, adoption, and use of new tools, technologies, and processes.
  • Create and maintain internal standard operating procedures.
  • Accurately track and record project hours using approved systems and tools.
  • Support the broader Consulting Services team with project, process, and operational needs as requested.
  • Contribute to continuous improvement initiatives that increase efficiency and provide value to internal and external stakeholders.

Benefits

  • Competitive pay and incentive programs.
  • 401(k) matching.
  • Unlimited time off and 11 paid holidays.
  • Medical, dental, and vision health plans with FSA or HSA options.
  • Opportunities to volunteer and give back to the communities served.
  • Paid remote work expenses.
  • Career development, trainings, continuous learning, and employee recognition.
  • Team engagement events and activities.
  • Culture of growth and continuous improvement.
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