Director, Relationship Management

 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 (Certified 2023 & 2024)!

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 Director of Relationship Management (DRM) leads a team of relationship managers dedicated to fostering and expanding business opportunities through existing client relationships. The DRM is a strategic leader with excellent interpersonal skills, a deep understanding of business development, and a passion for client engagement. The Director will be responsible for setting the direction and strategy for the team, ensuring client satisfaction, and driving revenue growth through the effective management of client relationships.

Key Responsibilities:

Leadership and Strategy:

• Develop and implement strategies to grow business through existing client relationships.
• Lead, mentor, and manage a team of relationship managers, providing guidance and support to achieve team and company goals.
• Establish performance metrics and objectives for the team, and regularly review progress.

Client Relationship Management:

• Maintain and strengthen relationships with key clients, understanding their needs and identifying opportunities for additional services or solutions.
• Act as a senior point of contact for escalations and high-profile client interactions.
• Ensure consistent and high-quality client experiences across the team.

Business Development:

• Identify and pursue opportunities to expand business within the existing client base.
• Collaborate with other departments (e.g., sales, marketing, product development) to align strategies and ensure cohesive client engagement.
• Analyze market trends and client feedback to identify new growth areas and inform product/service enhancements.

Team Development:

• Recruit, train, and develop team members, fostering a collaborative and high-performance culture.
• Conduct regular performance evaluations, provide constructive feedback, and support professional development.
• Encourage innovation and the sharing of best practices within the team.

Reporting and Analysis:

• Prepare and present regular reports on client satisfaction, revenue growth, and other key metrics to senior leadership.
• Use data analytics to inform decision-making and strategy adjustments.
• Monitor industry trends and competitive landscape to keep the team informed and proactive.

Required Skills & Competencies:

• Strong leadership and team management skills, with the ability to inspire and motivate.
• Excellent interpersonal and communication skills, with a client-focused attitude. Ability to present ideas and strategies to senior leadership and clients. Strong focus on customer satisfaction and delivering exceptional service.
• Strategic thinker with strong analytical skills and the ability to make data-driven decisions.
• Strong background in sales with a track record of meeting or exceeding sales goals.  
• Effective time management to meet deadlines and achieve targets.
• Ability to identify and pursue new business opportunities within existing client relationships.
• Experience in developing and executing sales strategies.
• In-depth understanding of the industry and market in which the organization operates.
• Ability to negotiate contracts and agreements with clients.
• Strong organizational skills with the ability to manage multiple priorities.
• Ability to work effectively with other departments and stakeholders.

Required Education and Experience:

• Bachelor's degree in Business, Marketing, or a related field.
• Minimum of 10 years of experience in client relationship management, business development, or a related field, with a proven track record of managing teams and driving business growth.
• Experience in the banking industry with preference given to sales related to credit/debit card processing, core processing, electronic banking, bill pay, and/or mobile banking.
• Knowledge of Credit Card Processing, Debit Card Processing, Core Processing, and Online Banking, vendors, tools, and processes.

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
• 50% Travel required  

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.