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Engage fi

Director, Strategic Advisors

Engage fi

. Develop and implement strategies to grow business through existing client relationships .

Posted 10/27/2026full-timeRemote • Florida • United StatesLead💰 $150,000 - $210,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management and business development, with a strong focus on driving growth through strategic initiatives and team leadership. Proficient in analyzing market trends and utilizing data analytics to inform decision-making and enhance client experiences.

Highest-signal resume keywords
Client Relationship ManagementBusiness DevelopmentTeam LeadershipPayment Processing KnowledgeData-Driven Decision Making

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Business DevelopmentClient Relationship ManagementSales Strategy ExecutionData AnalyticsPerformance Metrics EstablishmentContract NegotiationMarket Trend AnalysisTeam Performance EvaluationCustomer EngagementSales Goal Achievement
Soft Skills
LeadershipInterpersonal CommunicationTime ManagementOrganizational SkillsInnovation Encouragement
Tools & Technologies
Payment Processing ToolsCore Processing SystemsDigital Banking Platforms
Industry Keywords
Banking IndustryClient SatisfactionRevenue GrowthCompetitive LandscapeStakeholder Collaboration

About the role

Key responsibilities & impact
  • Develop and implement strategies to grow business through existing client relationships
  • Lead, mentor, and manage a team of relationship managers
  • Establish team performance metrics and objectives and regularly review progress
  • Establish, maintain, and strengthen relationships with key clients
  • Identify opportunities for additional services or solutions
  • Serve as a senior point of contact for escalations and high-profile client interactions
  • Ensure consistent, high-quality client experiences across the team
  • Identify and pursue opportunities to expand business within the existing client base
  • Collaborate with marketing, consulting services, and strategic services departments
  • Analyze market trends and client feedback to identify new growth areas
  • Recruit, train, and develop team members
  • Conduct performance evaluations and support professional development
  • Encourage innovation and sharing of best practices
  • Prepare and present regular reports on client satisfaction, revenue growth, and other key metrics to senior leadership
  • Use data analytics to inform decisions and strategy adjustments
  • Monitor industry trends and the competitive landscape

Requirements

What you’ll need
  • 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
  • Proven track record of managing teams and driving business growth
  • Experience in the banking industry, with preference given to sales related to payment processing, core processing, and/or digital banking
  • Knowledge of Payment Processing, Core Processing, and Digital Banking vendors, tools, and processes
  • Strong leadership and team management skills
  • Excellent interpersonal and communication skills
  • Ability to present ideas and strategies to senior leadership and clients
  • Strong customer engagement focus
  • Strong analytical skills and ability to make data-driven decisions
  • Strong sales background with a track record of meeting or exceeding sales goals
  • Effective time management skills
  • Ability to identify and pursue new business opportunities within existing client relationships
  • Experience developing and executing sales strategies
  • In-depth understanding of the relevant industry and market
  • Ability to negotiate contracts and agreements with clients
  • Strong organizational skills and ability to manage multiple priorities
  • Ability to work effectively with other departments and stakeholders
  • Ability to sit for prolonged periods at a desk and work on a computer
  • Must be able to lift up to 15 pounds at times
  • Ability to work full time, 40 hours per week
  • Willingness to travel 50%

Benefits

Comp & perks
  • Competitive pay
  • Incentive programs
  • 401k matching
  • Unlimited time off plus 11 paid holidays
  • Medical, dental, and vision health plans with FSA or HSA options
  • Paid remote work expenses
  • Career development, trainings, continuous learning, and employee recognition
  • Team engagement events and activities
  • Culture of growth and continuous improvement
  • Bonus