Project Coordinator

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), Tampa Bay Business Journal Fast 50 (2021) ,Great Place to Work (2023)
• 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)!

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 Project Coordinator executes on tasks in support of required project delivery items, including but not limited to creating and updating project presentations, project templates, and internal meeting notes. The Project Coordinator is responsible for direct and professional communication at various levels of an organization, including timely and appropriate escalation.

Essential Functions & Additional Responsibilities:

• Project Meetings: Attend project meetings and record comprehensive internal meeting minutes and notes, capturing key discussions, decisions, and action items clearly outlined and provided to all parties. If requested, works with Program Managers, consultants, and clients to schedule project meetings.
• Documentation: Create and maintain project documentation such as client presentations and meeting summaries. Update project tools, timelines, risk sheets, dashboards, etc. as requested.
• Templates: Develop and maintain templates for project documentation, ensuring consistency and efficiency in reporting and communication processes.
• PowerPoint Creation: Design and maintain PowerPoint presentations for project meetings, status updates, stakeholder presentations, and other communication needs. This includes creating slides, formatting content, incorporating visuals, and ensuring consistency with branding guidelines.
• Marketing Support: Assist with marketing activities related to select lines of business, such as drafting content for promotional materials, coordinating events, or liaising with external vendors. Provide additional support to marketing team in respect to social media, website, campaigns, etc. as needed.
• Communication: Communicate among project team members, stakeholders, and external partners as requested to ensure information flows effectively and efficiently.
• Coordination: Coordinate logistics for project-related activities, such as meetings, workshops, and presentations.
• Tracking Progress: Provide updates on project progress against timelines and milestones, identifying potential risks or issues and escalating to Manager of Program Services.
• Quality Assurance: Ensure the quality and accuracy of project documentation and deliverables, adhering to organizational standards and best practices.
• Continuous Improvement: Identify opportunities for process improvement and efficiency gains within project administration functions and implement appropriate changes.
• Perform other duties as assigned.

Required Skills & Competencies:

• Highly adaptable in a dynamic environment
• Exceptional attention to detail
• Excellent written and oral communication
• Accustomed to working in an environment driven by high standards for service and system delivery.
• Excellent team player; self-starter and the ability to work unsupervised .
• Ability to plan and maintain schedules .
• Uses collaborative methods to resolve a wide range of issues in creative and practical ways to satisfy customer needs.
• Excellent customer service skills.
• Demonstrate good judgment in selecting methods and techniques for solving problems and obtaining solutions.

Required Education and Experience:

• High school diploma or equivalent required
• 1-3 years of experience as a Project Administrator, Project Coordinator, or similar role
• Financial Industry experience preferably in operational technology such as payments, digital, core account processing
• Experience with project coordination and scheduling
• Experience with Project Management applications (SmartSheet), Sales CRM platforms, Quality Measurement, and reporting
• Proficiency with Microsoft Office suite
• Prolonged periods of sitting at a desk and working on a computer.

Physical Requirements:

• 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
• 40% or less 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.