Teams at Engage fi

Serve as a subject matter expert guiding financial institution clients through core banking vendor evaluations, selection, and negotiations. Oversee complex projects, manage scope/schedule/budget, create RFPs, facilitate workshops, maintain vendor relationships, analyze contracts/pricing, negotiate terms, mentor team members, and track project billing to ensure successful implementations and client outcomes.

Sell consulting services and payments-related products to banks and credit unions nationwide. Prospect, qualify, and close new business via cold outreach, events, and webinars. Build executive relationships, conduct needs analysis, present complex solutions, manage CRM activity, and negotiate deals to meet sales targets.

Sell consulting services to banks and credit unions by prospecting, qualifying, and closing deals. Build executive relationships, conduct needs analyses, present complex payments and digital banking solutions, run webinars and attend tradeshows, and manage sales activity in CRM while collaborating with marketing and leadership to solve client challenges.