Remote Strategic Advisor, Relationship Management bei Engage Fi, LLC

 As an Engage Fi employee, you can expect:

• To work with an amazing and collaborative team
• To create and innovate in your role and see the impact you make on the business and client experience
• To be a part of an award-winning team – Inc. 500 (2018), Inc. 5000 (2019, 2021, 2022, 2024), Tampa Bay Business Journal Fast 50 (2021, 2023, 2024), Great Place to Work (2023, 2024)
• All employees to cultivate and encourage new ideas and thrive on a fun and productive work environment
• To join a highly engaged workforce that supports personal and professional growth, empowerment, and lives by servant leadership

What we provide:

• 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!

About Us:

Engage fi was founded on the principle of putting ourselves in our clients’ shoes to understand their needs, their business objectives, and their definition of success. What sets us apart from other options is our focus on the client, and a little bit more: more transparency, more innovation, more savings, more incentives, more fun, more collaboration. We take pride in our people, process, and tools guaranteeing that your experience with engage fi will surpass your expectations. Our emphasis on the education, efficiency, and effectiveness needed to drive the growth of our industry will align to the needs of the consumer and your internal team. Our collective experience working for and with vendors and financial institutions in the past gives us tremendous insight into the capabilities of the vendors that our clients work with. We aim to leverage our knowledge and tools to save time, improve efficiency, and provide the pricing leverage the financial institution needs. 

With over 450 years of industry experience, the team at Engage fi is a blend of consultants, educators, matchmakers, integrators, and advocates. We are laser-focused on guiding financial institutions through our proven process and enabling them to make informed, timely decisions on vendor relationships so they can change at the speed of the consumer. Engage fi has completed over 525 strategic projects for financial institutions and negotiated over $2.2 billion in savings and incentives for our clients. We have a unique approach, and our strategic projects are as unique as the clients we serve. Let’s Engage! www.engagefi.com

Position Summary:

The Strategic Advisor is responsible for cultivating and managing strong, long-term partnerships with existing financial institution (FI) clients across the country. The primary focus of this role is to strengthen executive-level relationships, ensure client satisfaction, support strategic alignment through consultative services, and cross sell additional services and products. This individual represents Engage fi at client sites, participating in executive and strategic planning meetings to support FIs in achieving their goals. New business development should occur through deepening client relationships and identifying opportunities to expand services based on their evolving strategic needs. 

Essential Functions & Additional Responsibilities:

• Visits clients onsite and actively participates in executive and strategic planning meetings.
• Serves as a trusted advisor to FI clients, supporting their long-term strategy and maximizing the value of Engage fi’s services.
• Maintains strong executive-level relationships across all asset tiers of financial institutions.
• Develops new business through deepening existing client relationships by identifying unmet needs and expanding service offerings, with a focus on attaining cross-sale goals
• Understands and anticipates client needs, aligning Engage fi’s consulting and product offerings with their strategic priorities.
• Facilitates creative problem-solving sessions with client leadership across lines of business.
• Presents complex solutions and recommendations to senior executives with clarity and confidence.
• Supports client retention through exceptional relationship management and proactive engagement.
• Maintains detailed client records and engagement history using internal CRM systems.
• Attends industry events and conferences to stay informed of trends impacting clients and to support relationship-building efforts.
• Partners with internal teams including marketing, consulting, and sales operations to ensure a seamless client experience.

Required Skills & Competencies:

• Client-Centric Relationship Management – Demonstrated ability to build and sustain trusted partnerships with FI clients.
• Strategic Communication – Excellent executive presence and communication skills, capable of engaging with C-suite leaders.
• Problem Solving & Consultative Selling – Ability to identify client challenges and recommend tailored, strategic solutions.
• Presentation Skills – Confident and compelling presenter with the ability to influence senior stakeholders.
• Negotiation – Skilled at brokering complex deals and securing win-win outcomes.
• Sales Aptitude – successfully drive strategic sales opportunities from discovery to close.
• Self-Driven – Highly motivated and organized with a proactive approach to managing time and responsibilities.
• Collaboration – Strong internal and external collaboration skills; able to work cross-functionally with diverse teams.
• Adaptability – Flexible and responsive to evolving client needs and business dynamics.
• CRM Proficiency – Proficient in using CRM and sales tracking tools to document and manage client relationships.
• Technology Fluency – Skilled in Microsoft Office; experience with project management and presentation software preferred.

Required Education and Experience:

• Bachelor’s Degree in Business, Communications, Marketing or related field.
• 10+ years of experience in the financial services industry, with preference for experience in relationship management, strategic consulting, or sales related to credit/debit card processing, core processing, electronic banking, bill pay, or mobile banking.
• Strong understanding of FI vendor landscape including credit/debit card processing, core systems, and digital banking platforms.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds at times

Position Type/Expected hours of Work:

• Full Time/ 40 hours per week

Location:

• Remote
• 50% Travel required  

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Activities, duties, or responsibilities may change at any time with or without notice.