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! www.engagefi.com
Position Summary:
The Contract Specialist reports to the Director of Contracts Negotiations & Administration and supports regulated financial institutions by leading the review, negotiation, and administration of complex contracts related to bank and credit union operations, third-party vendors, and strategic partnerships. This role works closely with internal consultants, project managers, client’s legal partners and business teams to ensure contractual terms align with best-in-class industry standards, financial institutions regulations, internal risk standards, and supervisory expectations. This role brings deep experience in financial institution contracting, third-party risk, and regulatory compliance, and is comfortable operating independently in a fully remote environment.
Essential Functions & Additional Responsibilities:
- Lead the full contract lifecycle for complex financial institution agreements, including vendor contracts, MSAs, SaaS, SOWs, NDAs, amendments, renewals, and terminations
- Review, redline and negotiate contract provisions related to business terms and service levels
- Ensure contracts meet financial institution regulatory requirements and internal policies related to third-party risk management
- Partner closely with Legal, Compliance, Risk, Information Security, Procurement, and business stakeholders to assess and mitigate contractual risk
- Identify non-standard terms and escalate higher-risk issues
- Maintain accurate contract records and workflows within a contract lifecycle management (CLM) system
- Track key contract obligations, renewal dates, and termination rights to capture key data
- Contribute to the development and organization of clause libraries and negotiation playbooks
- Provide guidance to stakeholders on contract requirements, policies, and regulatory expectations
- Support continuous process improvement initiatives
Required Skills & Competencies:
- Advanced contract review, negotiation, and risk assessment capabilities
- Strong analytical skills with the ability to evaluate and mitigate contractual risk
- Excellent organizational skills with the ability to structure and manage complex information
- Sound independent judgment and decision-making abilities
- Demonstrated experience in process improvement and documentation development
- Strong written and verbal communication skills
Required Education and Experience:
- Bachelor’s degree in Business, Legal Studies, Finance, or a related field (or equivalent professional experience)
- Minimum of 5 years of experience in contract management, contract administration, or legal operations within a financial institution or financial technology (fintech) company
- Comprehensive knowledge of contracting requirements, including third-party and vendor risk management
- Proven ability to independently negotiate and finalize complex vendor agreements
- Exceptional attention to detail and strong organizational capabilities
- Ability to manage multiple priorities and deadlines in a fully remote work environment
- Proficiency in Microsoft Office and contract lifecycle management (CLM) systems
- Experience supporting financial institution regulatory frameworks (e.g., OCC, FDIC, Federal Reserve) preferred
- Working knowledge of GLBA, data privacy regulations, SOC reports, business continuity planning, and information security standards
- Experience negotiating agreements with core financial institution providers, technology vendors, and professional services firms
- Demonstrated ability to synthesize, organize, and manage large volumes of contractual and operational data for future reference and distribution
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
- Limited travel required to attend company/department meeting 1-2 times per year
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.
Engage fi reserves the right to revise or change job duties and responsibilities as the need arises.
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.
