Program Manager – Conversions

Description

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!

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 Program Manager is responsible for overseeing and managing multiple projects and programs to ensure alignment with client expectations, goals, and objectives. This role combines strategic oversight, tactical execution, and client, vendor, and internal stakeholder relationship management. In partnership with Strategic Consultant(s), the Program Manager coordinates activities, manages project and program scope, schedules, tools, and templates, and ensures the successful delivery of high-quality outcomes.

The Program Manager is assigned exclusively to conversion projects.

  Essential Functions:

• Partner with Strategic Consultant(s) to manage program workstreams and ensure timely, effective completion of interconnected project activities. 
• Develop, implement, and maintain project plans, schedules, tools, and templates.  Manage project scope and coordinate cross-functional project activities among clients, Engage fi resources, and vendor partners. 
• Communicate program and project progress through reports, presentations, status updates, and action-item tracking. 
• Manage Statements of Work (SOW) scope and escalate risks, issues, scope changes, and schedule impacts as appropriate. 
• Communicate approved project or program changes to relevant stakeholders. 
• Escalate project risks and issues internally and collaborate with clients and Strategic Consultant(s) to develop and implement resolutions. 
• Facilitate approved modifications to program and project plans. 
• Provision, manage, and maintain project and program documentation and related tools, including Smartsheet, PowerPoint, Word, Excel, Teams, and SharePoint resources.

Other Duties & Responsibilities:

• Assist with the development and enhancement of Engage fi best practices, project tools, internal procedures, and process improvements. 
• Support implementation, adoption, and utilization of new tools, technologies, and processes. 
• Create and maintain internal standard operating procedures. 
• Accurately track and record project hours worked using approved systems and tools. 
• Support the broader Consulting Services team with project, process, and operational needs as requested. 
• Contribute to continuous improvement initiatives that increase efficiency and provide value to internal and external stakeholders.

Requirements

Required Skills & Competencies:

• Strong collaboration skills across all organizational levels. 
• Excellent interpersonal, presentation, and professional communication skills. 
• Ability to listen, analyze information, develop recommendations, and effectively present solutions. 
• Ability to work independently in a peer-review environment while championing project management best practices. 
• Effective change management, risk management, and resource management skills. 
• Highly adaptable and comfortable working in a fast-paced, dynamic environment. 
• Strong written and verbal communication skills with the ability to produce clear, concise business correspondence. 
• Advanced problem-solving skills with a focus on root-cause analysis. 
• Ability to manage multiple priorities and competing demands effectively. 
• Self-motivated, highly organized, and committed to delivering quality results. 
• Team-oriented mindset with empathy, professionalism, and a collaborative approach.

Required Education and Experience:

• Bachelor’s degree in Business Administration or a related field; equivalent experience may be considered. 
• Minimum of 7+ years of project and/or program management experience within credit unions, banking, payments, fintech, or related vendor industries. 
• Experience supporting vendor evaluations, system selections, conversions, or related consulting engagements preferred. 
• Experience working with enterprise-level software applications and project management methodologies. 
• Project Management Professional (PMP) certification preferred. 
• Proficiency with Smartsheet, HubSpot, resource management applications, Microsoft Office Suite, and related business software.

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 
• 10-20% travel required based on client and business needs.

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.