Guiding banks and credit unions through their strategic processes with a focus on long-term relevance.
Strategic Consultant – Core Evaluations
Location
Florida
Posted
134 days ago
Salary
$107K - $145K / year
Seniority
Lead
Job Description
Strategic Consultant – Core Evaluations
Engage fi
• 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 • Builds and maintains strong relationships with clients by uncovering and analyzing client needs, providing and recommending solutions • 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 the 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 • Develops and sustains relationships with key strategic vendors, studies and evaluates financial industry market trends • Evaluates client’s current invoices and existing contracts to capture relevant business terms, dates, and pricing
Job 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
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
- A great place to work!
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