Team Lead, Strategic Consultant – Core 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), Tampa Bay Business Journal Fast 50 (2021, 2023, 2024), 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 Team Lead Strategic Consultant for Core Evaluations provides day-to-day leadership, coaching, and support to team members while serving as a strategic partner and subject matter expert (SME) to Engage fi clients. This role oversees team priorities, supports employee development, and ensures the delivery of high-quality client services. The Team Lead also provides guidance and expertise in the evaluation, selection, and negotiation of critical bank and credit union solutions, including core banking and related systems, vendors, and solutions.

Essential Functions & Additional Responsibilities:

Team Lead Responsibilities –

• •Provide day-to-day leadership, coaching, and mentoring to team members, fostering collaboration, accountability, and high performance.
• •Coordinate and prioritize team workloads to ensure project deadlines and client commitments are met.
• •Monitor team performance and provide ongoing coaching, feedback, and development opportunities.
• •Support the onboarding, training, and professional development of team members.
• •Serve as the primary resource for escalated questions, complex evaluation and pricing issues, and problem resolution.
• •Facilitate team meetings and communicate departmental priorities, initiatives, and organizational updates.
• •Partner with leadership to identify process improvements and enhance team effectiveness.

Client Relationship Management –

Builds and maintains strong relationships with clients by uncovering and analyzing client needs, providing and recommending solutions, and guiding the process with key internal and vendor stakeholders to achieve clients’ goals and objectives.

Project Oversight –

• •Oversees complex client projects and applies Engage fi and industry best practices to execute on client strategies and implement project tactics to mitigate risk and ensure success.
• •Works with the project team and other EFI team members as needed to develop, customize, and maintain key project artifacts, such as RFPs and project timelines.
• •Maintains scope, schedule, and budget of projects, ensuring work is completed according the to the plan/statement of work (SOW).
• •Facilitates project workshops, vendor sessions, and other critical project events and communications, chairs project meetings, and provides SME guidance to ensure project tasks are completed in a suitable and timely manner and risks, gaps, and issues are appropriately tracked, addressed, and escalated.

Vendor Relationship Management and Knowledge –

• •Develops and sustains relationships with key strategic vendors, studies and evaluates financial industry market trends, participates in solution demos, and remains abreast of vendor changes, key competitors, and key system updates and overall functionality in order to effectively and appropriately apply knowledge and insight to client projects.
• •Represents client’s and Engage fi’s best interests in all vendor interactions.

Contract Review and Negotiation –

• •Evaluates client’s current invoices and existing contracts to capture relevant business terms, dates, and pricing. Requests and evaluates new vendor pricing and contract terms based on client’s strategies for vendor selection and unique business needs and presents pricing to client.
• •Works with client, client’s legal representative, vendors, and EFI team members to negotiate suitable pricing and contract terms, devising strategies to increase revenue, cut costs, and promote growth for the client while also ensuring alignment with the client’s goals and objectives and monitoring the long-term effects of vendor and pricing changes.
• •Acts as subject matter expert to assist in process review, improvement, and implementation in all areas of the company, including assisting in the ongoing development and enhancement of EFI best practice project artifacts/tools and integrating the use of technology into processes to gain efficiencies and add value for internal and external stakeholders.
• •Accurately tracks and records project billing hours and budgets as directed in the appropriate technology/tool.
• •Mentors and trains other Engage fi team members as assigned to assist with learning best practices and processes.

Requirements

Required Skills & Competencies:

• •Demonstrated industry knowledge of industry trends, vendors’ products and services, pricing structures and key contract terminology.
• •Strong analytical skills for reconciling invoices, pricing and proposals and the ability to accurately cross-reference pricing proposals to contracts.
• •Strong skills in intrapersonal and professional verbal communication with the ability to take in information, listen, develop persuasive arguments, and present solutions and recommendations effectively.
• •The ability to put together and deliver presentations to clients and effectively facilitate discussions with clients, vendors, and other key third parties.
• •Excellent communication skills (written/verbal); ability to compose business correspondence that is clear and concise.
• •Technical knowledge - Smartsheet, Microsoft Office, PowerPoint, CRM and ability to learn other software programs.
• •Evolved problem-solving skills with a natural curiosity for solving problems and enjoys the challenge. Looks for