Teams at Engage fi

Leads and mentors strategic consulting teams while advising financial institution clients on debit, credit, ATM processing, card production, rewards, and related vendor solutions. Oversees complex projects, RFPs, timelines, budgets, vendor evaluations, contract reviews, pricing analysis, negotiations, and client presentations. Builds vendor relationships, facilitates project workshops, manages risks and deliverables, and applies payments industry expertise to improve client outcomes and internal processes.

Leads and coaches a strategic consulting team while overseeing complex digital banking and online account origination projects. Manages client and vendor relationships, project scope, schedules, budgets, RFPs, workshops, and risk resolution. Evaluates vendor solutions, contracts, invoices, and pricing; supports negotiations and recommends technology strategies to financial institution clients. Provides subject matter expertise, presentations, process improvements, and mentoring while ensuring high-quality service delivery.

Leads and coaches the Core Evaluations team while advising financial institution clients on core banking and related technology solutions. Oversees complex vendor selection and implementation projects, manages scope, schedules, budgets, and project artifacts, and facilitates client and vendor sessions. Evaluates contracts, invoices, pricing, and proposals; supports negotiations; manages vendor relationships; delivers recommendations to senior leaders; and improves internal processes and best practices.