Strategic Consultant, Vendor and Partner Relations

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 Consultant for Vendor and Partner Relationships will be responsible for fostering and managing strategic relationships with vendors and partners. This role requires a proactive and collaborative individual who can coordinate communications, maintain comprehensive vendor data, drive knowledge-sharing efforts, and facilitate successful engagements between vendor executives and internal business units. By serving as the primary contact and escalation point, this position ensures seamless vendor management and alignment with organizational objectives.

Essential Functions & Additional Responsibilities:

Vendor Relationship Management:

• Build, maintain, and nurture relationships with all vendors to ensure alignment with business goals and maintain Engage fi brand awareness.
• Act as the primary point of contact between Engage fi and vendor/vendor executives.
• Regularly assess vendor performance to ensure quality and value delivery.

Vendor Data and Profile Management:

• Collect, manage, and maintain comprehensive vendor profiles, including customer data, win/loss records, product roadmaps, and executive contacts.

Continuously update vendor-related data and ensure it is accessible and accurate.Coordination of Engagements:

• Schedule and coordinate meetings between vendor executives (all domains/divisions/departments as appropriate) and Engage fi business units to foster collaboration and alignment.
• Facilitate discussions around strategic goals, product updates, and mutual opportunities.

Internal Education and Knowledge Sharing:

• Develop and deliver educational resources and sessions to keep Engage fi teams informed about vendor capabilities, product roadmaps, and key updates.
• Act as a subject matter expert on vendor offerings and share insights that enhance team knowledge.

Portal and Data Management:

• Oversee the creation and maintenance of a centralized vendor portal for easy access to profiles, documents, and key data.
• Ensure the portal remains up-to-date and user-friendly for all stakeholders.

Primary Contact and Escalation Point:

• Serve as the central conduit for all vendor-related communications, ensuring consistency and clarity.
• Address and escalate vendor-related issues to appropriate teams, ensuring timely resolutions.

Strategic Expansion:

• Identify opportunities to deepen partnerships with vendors, exploring additional ways to participate/speak at key vendor events, annual users conferences, etc.
• Collaborate with vendors to develop joint initiatives or programs that benefit mutual clients.

Performance Reporting and Analysis:

• Regularly track and analyze vendor performance, providing reports to senior leadership.
• Use data insights to recommend improvements and drive vendor accountability.

Continuous Improvement:

• Identify and implement process improvements to enhance vendor management efficiency.
• Stay updated on industry trends to ensure the organization remains competitive in vendor and partner engagement.

Required Skills & Competencies:

• Strong organizational and project management skills.
• Excellent interpersonal, negotiation, and communication abilities.
• Ability to analyze data and provide actionable insights.
• A proactive and problem-solving mindset with attention to detail.

Required Education and Experience:

• Bachelor’s degree in Business Administration, Management, or a related field.
• 10+ years of proven experience in vendor management, partner relationship management, or consulting.
• Proficiency in data management tools and CRM platforms.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer

Position Type/Expected hours of Work:

• Full Time/ 40 hours per week

Location:

• Remote 
• Up to 25% travel based on client demand

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.