Strategic Consultant - Core Evaluations

Engage fi LLC • Tampa, FL

172d

About The Position

The Strategic Consultant provides guidance, expertise, and support to Engage fi clients by engaging as a strategic partner and acting as a subject matter expert (SME) in the evaluation, selection, and negotiation of critical bank and credit union solutions, including but not limited to core banking and related systems, vendors, and solutions.

Requirements

• Bachelor’s degree in business administration or related field or related experience.
• 10+ years of experience in the credit union, banking, payments, or related vendor industry with preference for previous leadership positions, project oversight/management proficiency, and core banking conversion familiarity.
• Deep industry knowledge of core banking and related vendors, solutions, tools, and processes.
• Experience in successfully completing vendor selection technology projects involving both product and custom solutions.
• Strong knowledge about vendor technology contracts, general contract business terms, and vendor proposal pricing analysis and comparisons.
• Demonstrated ability to manage external, third-party vendors and clients/customers, including their employees, consultants, and designated subcontractors.
• Facilitation of creative problem-solving sessions with all levels of leadership teams across different line of business disciplines.
• Ability to present complex solutions to senior leadership teams.
• Exposure to contract negotiations and vendor management.
• Proficient in Microsoft Office Suite of Products, Smartsheet, and CRM platforms.

Responsibilities

• Builds and maintains strong relationships with clients by uncovering and analyzing client needs, providing and recommending solutions, and guiding the process with internal key stakeholders to achieve clients’ goals and objectives.
• Oversees complex client projects and applies Engage fi and industry best practices to execute on client strategies and implement project tactics to mitigate risk and ensure success.
• Works with the project team and other EFI team members as needed to develop, customize, and maintain key project artifacts, such as RFPs and project timelines.
• Maintains scope, schedule, and budget of projects, ensuring work is completed according to the plan/statement of work (SOW).
• Facilitates project workshops, vendor sessions, and other critical project events and communications, chairs project meetings, and provides SME guidance to ensure project tasks are completed in a suitable and timely manner and risks, gaps, and issues are appropriately tracked, addressed, and escalated.
• Develops and sustains relationships with key strategic vendors, studies and evaluates financial industry market trends, participates in solution demos, and remains abreast of vendor changes, key competitors, and key system updates and overall functionality in order to effectively and appropriately apply knowledge and insight to client projects.
• Represents client’s and Engage fi’s best interests in all vendor interactions.
• Evaluates client’s current invoices and existing contracts to capture relevant business terms, dates, and pricing.
• Requests and evaluates new vendor pricing and contract terms based on client’s strategies for vendor selection and unique business needs and presents an initial pricing and contract baseline analysis to client.
• Works with client, client’s legal representative, vendors, and EFI team members to negotiate suitable pricing and contract terms, devising strategies to increase revenue, cut costs, and promote growth for the client while also ensuring alignment with the client’s goals and objectives and monitoring the long-term effects of vendor and pricing changes.
• Acts as subject matter expert to assist in process review, improvement, and implementation in all areas of the company.
• Accurately tracks and records project billing hours and budgets as directed in the appropriate technology/tool.
• Mentors and trains other Engage fi team members as assigned to assist with learning best practices and processes.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree