Engage fi

Guiding banks and credit unions through their strategic processes with a focus on long-term relevance.

Strategic Advisor

StrategyStrategyFull TimeRemoteLeadTeam 51-200H1B No SponsorCompany Site LinkedIn

Location

Florida

Posted

120 days ago

Salary

Not specified

Seniority

Lead

Bachelor Degree10 yrs expEnglish

Job Description

• 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. • 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. • 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.

Job Requirements

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
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.
Collaboration - Effectively builds and maintains partnerships with clients, prospects, and people at all levels across the company.
Communication - Creates and sustains ongoing forums that encourage two-way communication opportunities.
Planning/Organizing - Prioritizes and plans work activities. Uses time efficiently.
Technical Skills - Assesses own strengths and weaknesses. Pursues training and development opportunities.
Professionalism – Approaches others in a tactful manner.
Adaptability – Adapts to changes in the work environments.
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.