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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.

Manage evaluation-focused programs and interconnected project workstreams, coordinating clients, vendors, and internal teams. Develop and maintain project plans, track/report progress, escalate and resolve scope or risk issues, provision project tools (Smartsheet, PowerPoint, Excel, Teams/SharePoint), support process improvements, and accurately track billing and budgets to ensure timely delivery of high-quality outcomes.

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.

Serve as payments subject-matter expert advising financial institutions on vendor selection, contract review, pricing analysis, negotiations, project oversight, vendor relationship management, and implementation. Build client relationships, lead workshops, manage project scope/timelines, mentor team members, and integrate best-practice tools to improve efficiency and outcomes.

Act as a subject-matter expert advising financial institution clients on digital banking vendor evaluation, selection, and contract negotiation. Manage complex projects, maintain scope/schedule/budget, facilitate workshops, oversee vendor relationships, mentor team members, and implement best-practice artifacts and process improvements to drive 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.

Serve as a trusted advisor to banks and credit unions on integrated communications strategy, vendor selection, implementation, and optimization. Lead discovery, workflow analysis, vendor evaluations, contract negotiations, and executive reporting. Ensure compliance, security, omnichannel member experience, and operational efficiencies while managing stakeholders, project risks, and vendor relationships.