Program Manager – Evaluations

Description

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, 2025), Tampa Bay Business Journal Fast 50 (2021, 2023, 2024, 2025), 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 Program Manager is a critical role responsible for overseeing and managing multiple projects and programs to ensure alignment with client expectations, goals, and objectives. This role involves a blend of strategic oversight, tactical execution, and client, vendor, and internal stakeholder relationship management. The Program Manager, in partnership with the Strategic Consultant(s), supports the coordination of activities, manages project and program scope, schedule, and tools/templates, and ensures the successful delivery of high-quality outcomes.

The Program Manager is assigned to only evaluation projects.

Essential Functions & Additional Responsibilities:

• In partnership with the Strategic Consultant(s), manage program workstreams to ensure timely and effective completion of interconnected project activities by developing, implementing, and maintaining project plans and tools, assisting in the management of project scope and scheduling and coordinating cross-functional project activities with clients and Engage fi and/or vendor resources.
• Communicates program and individual project progress to client and/or internal resources by tracking, preparing, and presenting internal and client-facing reports and presentations to illustrate program progress against expected results, including reporting and tracking action items. · Escalates proposed modifications to program/project scope and communicates approved changes to stakeholders.
• Internally escalates program risk issues pertaining to project deadlines and activities, strategizes with client and Strategic Consultant(s) to appropriately resolve issues, and successfully facilitates approved modifications to project plan(s) and overall program.
• Provisions, manages, and maintains program and interconnected project management documents and related tools and templates, including but not limited to Smartsheet tools, PowerPoint presentations, MS Word and Excel documents, and Teams/SharePoint files.

Other Duties & Responsibilities:

• Assists with the ongoing development and enhancement of EFI best practices, project tools, and overall process improvements to gain efficiencies and add value for internal and external stakeholders. 
• Supports implementation, adoption, and usage of new tools, processes, and technology and assists in creating and maintaining internal standard operating procedures. 
• Accurately tracks and records project billing hours and budgets as directed in the appropriate technology/tool. 
• Supports consultants and the Consulting Services evaluation and conversion teams directly with process or project issues as requested.

Requirements

Required Skills & Competencies:

• Highly collaborative across various levels of an organization with strong skills in interpersonal and professional verbal communication with the ability to take in information, listen, develop persuasive arguments, and present solutions and recommendations effectively.
• The ability to work independently in a peer review environment, to clear barriers to success, and champion best practices in the project management discipline. 
• Highly effective change, risk, and resource management skills.
• Highly adaptable in a dynamic and fast-paced environment. 
• Excellent communication skills (written/verbal); ability to compose business correspondence that is clear and concise.
• Evolved problem-solving skills with a natural curiosity for solving problems and looking for root causes before acting.
• Ability to manage multiple priorities and streams of activities with strong time-management skills.
• Self-motivated and capable of organizing and prioritizing work to achieve required results and takes personal pride in doing things right and delivering a quality work product.
• Team player that leverages available resources to get the job done; able to work in a highly collaborative environment with empathy and consideration for the viewpoints of all parties. 

Required Education and Experience:

• Bachelor’s degree in business administration or related experience.
• Minimum of 7+ years of related project management experience in the credit union, banking, payments, or related vendor industry with project/program management proficiency preferably related to vendor and system evaluations and selection.
• Experience in working with solutions involving enterprise-grade software applications and project management activities. 
• Project Management Professional Certification preferred.
• Technical knowledge - Smartsheet, HubSpot, resource management and tracking applications, Microsoft Office, Microsoft PowerPoint, and the ability to learn other software programs.

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
• 10-20% travel required based on client and business needs.

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.

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.