Strategic Advisor; Lakes Region

Strategic Advisor Role

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!

About You:

• You are fast-paced with a strong sense of urgency
• You thrive when you have multiple challenges on your plate
• You are a lively, enthusiastic, and powerful communicator
• You love getting things done and exceeding your goals
• You are skilled and persuasive at selling ideas and are results-oriented
• You understand people and can adapt to their communication styles
• You are a self-starter
• You have a sincere appreciation for people and how they are each uniquely motivated, enabling you to approach others from their point of view
• You like a variety of tasks and working in a dynamic and changing environment.
• You work well under pressure and like having tons to do
• You are the type of individual who likes a variety of challenges
• You thrive in a fast-paced environment

* If you are seeing yourself in these words, we'd love to talk to you about our Strategic Advisor Role

Position Summary:

The Strategic Advisor for the Great Lakes Region is responsible for prospecting, qualifying, and closing new sales opportunities across the country for our consulting lines of business. Guides credit unions ad banks in evaluating and selecting vendors based on their strategic goals. Establishes executive relationships with financial institutions across the country and sells Payments-related products (Credit, Debit, PIN Networks, Loyalty), Digital/Mobile Banking, Core Processing, and any related ancillary services.

Essential Functions & Additional Responsibilities:

• Develops new business via cold…