Product Manager

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)
  • 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!


About You:

  • You are an analytical and strategic thinker that make well thought out decisions and isn’t afraid to take risks
  • You thrive when you have multiple challenges on your plate
  • You are proactive, independent, and like to take control of your work
  • You are a critical thinker and enjoy solving problems
  • You love getting things done and exceeding your goals
  • You work well under pressure and like having tons to do
  • You thrive in a fast-paced environment

*If you are seeing yourself in these words, we’d love to talk to you about our Product Manager Role


Position Summary: 

The Product Manager is responsible for the product planning and execution throughout the product lifecycle, including gathering and prioritizing product and client requirements, defining the product vision, and working closely with technology, sales, marketing, and support teams to create winning products and ensure revenue and client satisfaction goals are met. The Product Manager’s responsibility also includes ensuring the products supports the company’s overall strategy and goals.


Essential Functions & Additional Responsibilities:

  • Manage and support enhancements for existing EFI products including 360fi client portal and modules – Invoice Intel, Contract Locker, and Vendor Insights
  • Work with key stakeholders to plan and implement new features of 360fi such as secure document exchange, industry news, market insights, and webinars. Solicit feedback from clients to ensure products are meeting their needs and suggest improvements
  • Gain a deep understanding of the client experience, identify, and fill product gaps and generate new ideas that grow market share, improve client experience and drive growth
  • Create buy-in for the product vision both internally and with key external partners
  • Develop product pricing and positioning strategies
  • Translate product strategy into detailed requirements
  • Scope and prioritize activities based on business and client impact
  • Work closely with technology teams to deliver with quick time-to-market and optimal resources
  • Drive product launches including working with marketing team, sales, executives, technology, and other team members
  • Evaluate promotional plans to ensure that they are consistent with product line strategy and that the message is effectively conveyed
  • Build awareness and understanding of the products
  • Represent the company by meeting with clients to solicit feedback on company products and services


Required Skills & Competencies:

  • Highly adaptable in a dynamic environment
  • 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

  • Minimum of 5 years of related product management experience
  • Bachelor’s degree in business management or related field
  • Demonstrated success defining and launching excellent products
  • Experience in working with solutions involving enterprise-grade software applications
  • Financial Industry experience preferably in operational technology such as payments, digital, core account processing
  • Experience with Document Management, Project Management application, Sales CRM platforms, Quality Measurement and reporting
  • Experience and enthusiasm working with Agile software development practices -- 
    • Focused on defining users' (whether internal or external) needs, desires, and opportunities for value-add, not strict requirements
    • Comfortable defining features in terms of minimum viable functionality, with an emphasis on delivering value-added functionality incrementally and not perfect or complete functionality on the first try
    • Understanding that product development priorities will include a mixture of client-visible features and underlying architectural and "behind-the-scenes" changes to keep up with best practices, pay off tech debt as needed, and improve efficiencies not directly visible to the client
    • Committed to defining and maintaining prioritization of features or product changes and working with development team on pursuing items in that priority order
  • Experience synthesizing and balancing different client populations' desires into a realistic vision for a shared product, with the inevitable compromises and tradeoffs that requires


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



  • Remote
  • 10-20% 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.


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.

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