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 Director of Strategic Advisors (DSA) leads a team of business development professionals dedicated to identifying, pursuing, and securing new client relationships that drive revenue growth. The DSA is a strategic sales leader with exceptional relationship-building skills, C-suite contacts, a deep understanding of consultative business development, and a passion for creating new opportunities. This role is responsible for establishing the vision, strategy, and execution of the organization's new business development efforts, ensuring a strong sales pipeline, expanding market presence, and achieving revenue growth targets.
Key Responsibilities:
Leadership and Strategy:
- Develop and implement strategies to generate new business opportunities and expand Engage fi's client portfolio.
- Lead, mentor, and manage a team of business development professionals, providing guidance and support to achieve team and company goals.
- Establish performance metrics, sales objectives, and pipeline expectations for the team, and regularly review progress.
- Develop strategic territory and account plans to maximize market penetration and revenue growth.
New Business Development:
- Identify, qualify, and pursue prospective clients through proactive outreach, networking, referrals, industry events, and strategic partnerships.
- Build and maintain relationships with executive decision-makers and key stakeholders at prospective client organizations.
- Lead complex sales opportunities from initial engagement through contract execution.
- Act as a senior sales resource for high-value opportunities and executive-level presentations.
- Ensure a consistent, consultative sales approach across the business development team.
Sales Strategy and Market Growth:
- Collaborate with Marketing, Consulting Services, and Strategic Services teams to align go-to-market strategies and support lead generation efforts.
- Analyze market trends, competitive activity, and client needs to identify emerging opportunities and new markets.
- Provide market intelligence and client feedback to leadership to influence service offerings and future business initiatives.
- Develop strategies to increase brand awareness and strengthen Engage fi's position within the financial services industry
Team Development:
- Recruit, train, and develop business development team members, fostering a collaborative, accountable, and high-performance sales culture.
- Conduct regular performance evaluations, provide constructive coaching, and support professional development.
- Encourage innovation, knowledge sharing, and adoption of sales best practices.
- Promote a culture focused on relationship-building, consultative selling, and continuous improvement.
Reporting and Analysis:
- Prepare and present regular reports on pipeline health, sales activity, revenue forecasting, win rates, and other key performance indicators to senior leadership.
- Utilize CRM data and analytics to evaluate sales performance, forecast revenue, and adjust strategies as needed.
- Monitor industry trends and competitive activity to keep the team informed and positioned for success.
Required Skills & Competencies:
- Strong leadership and team management skills with the ability to inspire, coach, and motivate high-performing sales teams.
- Excellent interpersonal, communication, and presentation skills with the ability to engage executive-level prospects and internal leadership.
- Strategic thinker with strong analytical skills and the ability to make data-driven decisions.
- Proven track record of developing new business and consistently meeting or exceeding sales goals.
- Strong consultative sales, negotiation, and closing skills.
- Ability to identify, qualify, and convert new business opportunities into long-term client relationships.
- Experience developing and executing strategic sales and territory plans.
- In-depth understanding of the financial services industry and the competitive landscape.
- Strong organizational and time management skills with the ability to manage multiple priorities.
- Ability to collaborate effectively across departments to deliver a seamless client experience.
- Experience using CRM platforms and sales pipeline management tools.
Required Education and Experience:
- Bachelor's degree in Business, Marketing, or a related field.
- Minimum of 10 years of experience in business development, sales leadership, or a related field, with a proven track record of managing teams and driving revenue growth through new client acquisition.
- Experience in the banking industry, with preference given to sales related to payments, core banking, digital banking, or financial technology solutions.
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.
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.
