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Provides strategic consulting and training expertise for banking and credit union transformation initiatives, including core and digital conversions and mergers and acquisitions. Manages client relationships, project scope, schedules, budgets, vendors, workshops, and project artifacts. Designs and guides training strategies, facilitates client and leadership discussions, supports change management and staff adoption, evaluates training effectiveness, and mentors team members.

The Accounting Specialist maintains financial records, processes accounts payable and receivable, performs bank reconciliations, supports month-end close and financial reporting, and assists with audits and compliance. The role also addresses billing issues, identifies process improvements, and collaborates with procurement, sales, operations, vendors, and clients. This is a fully remote, full-time position reporting to the CFO.

Oversee multiple evaluation projects and interconnected workstreams, managing scope, schedules, risks, resources, documentation, budgets, and stakeholder communications. Partner with strategic consultants, clients, vendors, and internal teams to deliver high-quality outcomes. Prepare progress reports and presentations, escalate issues, facilitate approved changes, improve project-management processes, maintain tools and templates, and support adoption of new technologies and standard operating procedures.

Lead and grow a business development team to generate new client relationships and revenue. Set sales strategy, manage pipeline, pursue high-value prospects, conduct executive-level presentations, collaborate cross-functionally, recruit and develop sales talent, and report on sales performance to senior leadership. Focus is on the financial services market with consultative selling and territory planning.

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.