Strategic Advisor (Great Lakes Region)

Engage fi•Orlando, FL

3h•Remote

About The Position

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 and 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.

Requirements

Demonstrated ability to meet or exceed sales goals annually
Ability to drive oneself toward established goals
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.
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.
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.
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.
Demonstrates accuracy and thoroughness. Looks for ways to improve and promote quality. Applies feedback to improve performance. Monitors own work to ensure quality.
Assesses own strengths and weaknesses. Pursues training and development opportunities. Strives to continuously build knowledge and skills. Shares expertise with others.
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.
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.
Ability to multi-task and prioritize conflicting tasks and requests.
Confident and compelling presentation skills, with proven ability to present to senior leadership.
Ability to broker the negotiation of complex deals to a successful resolution.
Proficient in Microsoft Office and other project mgmt. software 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

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