[Hiring] Strategic Consultant @Engage fi

Role Description

The Strategic Consultant provides guidance, expertise, and support to Engage fi clients by engaging as a strategic partner and acting as a training subject matter expert (SME) through critical transformation initiatives, including core and digital conversions, as well as mergers and acquisitions. This role will be responsible for assessing, designing, and implementing effective training strategies that ensure seamless transitions, optimize client experience, and maximize operational readiness.

Essential Functions

• Client Relationship Management:
  • Builds and maintains strong relationships with clients by uncovering and analyzing client needs.
  • Provides and recommends solutions, guiding the process with internal key stakeholders to achieve clients’ goals and objectives.
• Project Oversight:
  • Oversees complex client projects and applies Engage fi and industry best practices.
  • Works with the project team 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.
• Vendor Relationship Management and Knowledge:
  • Develops and sustains relationships with key strategic vendors.
  • Studies and evaluates financial industry market trends and participates in solution demos.
  • Represents client’s and Engage fi’s best interests in all vendor interactions.
• Training Strategy & Execution:
  • Conducts training needs assessments aligned with institution-specific goals and compliance requirements.
  • Partners with clients to develop comprehensive training plans for frontline and back-office staff during core and digital platform conversions.
  • Provides guidance on training curricula and delivery methods tailored to bank/credit union operations and digital channels.
  • Assists in identifying change management needs and leads initiatives to ensure staff adoption.
  • Provides guidance on refresher and gap training effectiveness.
• Other Duties & Responsibilities:
  • Acts as subject matter expert to assist in process review, improvement, and implementation.
  • Accurately tracks and records project billing hours and budgets as directed.
  • Mentors and trains other Engage fi team members as assigned.

Qualifications

• Strong skills in intrapersonal and professional verbal communication.
• Ability to deliver presentations and training to clients effectively.
• Excellent communication skills (written/verbal); ability to compose clear and concise business correspondence.
• Technical knowledge - Smartsheet, Microsoft Office, PowerPoint, ability to learn other software programs.
• Evolved problem-solving skills with a natural curiosity for solving problems.
• Advanced critical thinking skills.
• Ability to manage multiple priorities; strong time-management skills.
• Self-motivated and capable of organizing and prioritizing work.
• Team player; able to work in a highly collaborative environment.

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.
• Deep industry knowledge of core banking and related vendors, solutions, tools, and processes.
• Experience in training design, facilitation, and implementation.
• Demonstrated ability to manage external, third-party vendors and clients/customers.
• Facilitation of creative problem-solving sessions with leadership teams.
• Ability to present complex solutions to senior leadership teams.
• Exposure to contracts and vendor management.
• Proficient in Microsoft Office Suite of Products, Smartsheet, and CRM 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.
• Remote with 10-20% of travel required.

EEO Statement

Engage fi provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.