Strategic Payments Consultant – West Coast (Remote, Full-Time)


The West Coast Strategic Payments Consultant is responsible for the management and successful
completion of projects with Credit Union clients leading the relationship and guiding the process with
the support of a Business Analyst and Pricing Analyst. This position oversees all aspects of client facing
projects from requirements gathering through vendor evaluations, reference visits, negotiations and
final vendor selection. High-level responsibilities include: needs analysis based guidance,
setting/managing deadlines, maintaining project schedule, assigning responsibilities, managing risk,
monitoring status and reporting on the progress of the project. Areas of concentration include:
Credit/Debit/ATM Processing, Visa/MasterCard Brand, PIN/EFT Network, Online Banking, Bill Pay, Mobile
Banking, as well as a growing menu of related services.

The ideal candidate would be someone who would bring a book of business (Credit Union clients) to
CU Engage with the opportunity to generate revenue through CU Engage Services. This person would
leverage their relationships with Credit Unions to introduce CU Engage in order to generate business
and would represent CU Engage in West Coast events/activities etc. to increase our exposure. Any
relationships generated by this position resulting in revenue are eligible for the CU Engage commission

Responsibilities Include But Not Limited to:

• Coordinate internal resources and third parties/vendors for the flawless execution of projects
• Ensure resource availability and allocation
• Manage a detailed project plan to monitor and track progress
• Report and escalate to management as needed
• Successfully manage the relationship with the client’s core evaluation team and all internal
• Perform risk management to minimize project
• Contribute to revisions and new project templates and process documentation
• Collaborate with Executive Sponsor and support team as required
• Provide facilitation during all client meetings
• Travel 50% or more nationwide
• Work with CU Engage team to maintain and refine existing Project Management tools and
documentation and build new as needed


Required Skills:

• Problem Solving - Identifies and resolves problems in a timely manner. Gathers and analyzes
information skillfully. Works well in group problem-solving situations. Uses reason even when dealing
with emotional topics.
• Collaboration - Effectively builds and maintains partnerships with clients, prospects, and people at
all levels across the company. Contributes to team and company success. Maintains flexibility and
reacts to change appropriately. Communicates and shares information with a candor that builds
trust and enhances relationships.
• Communication - Creates and sustains ongoing forums that encourage two-way communication
opportunities. Demonstrates and promotes positive prospect, client, and work relationships.
Proactively addresses and manages conflict and disputes. Works to achieve constructive
• Planning/Organizing - Prioritizes and plans work activities. Uses time efficiently. Plans for additional
resources. Sets goals and objectives. Organizes or schedules other people and their tasks. Develops
realistic action plans.
• Quality - Demonstrates accuracy and thoroughness. Looks for ways to improve and promote
quality. Applies feedback to improve performance. Monitors own work to ensure quality.

• Technical Skills - Assesses own strengths and weaknesses. Pursues training and development
opportunities. Strives to continuously build knowledge and skills. Shares expertise with others.
• Professionalism – Approaches others in a tactful manner. Reacts well under pressure. Treats others
with respect and consideration regardless of their status or position. Accepts responsibility for own
actions. Follows through on commitments.
• Adaptability – Adapts to changes in the work environments. Manages competing demands.
Changes approach or method to the best fit the situation. Able to deal with frequent changes,
delays, or unexpected events.
• Time Management - Ability to multi-task and prioritize conflicting tasks and requests.
• Presentation - Confident and compelling presentation skills, with proven ability presenting to senior
• Negotiation – Ability to broker the negotiation of complex deals to a successful resolution.
• Software Planning and Presentation Tools - Proficient in Microsoft Office and other project management
software experience.


Required Experience:

• 10 or more years of experience in the credit union industry and/or payments industry, with preference
given to credit/debit card processing, electronic banking, bill pay and/or mobile banking
• Knowledge of Credit Card Processing, Debit Card Processing, and Online Banking, vendors, tools
and processes
• Experience in successfully completing vendor selection technology projects involving both product
and custom solutions
• Demonstrate ability to manage external, third-party vendors and clients including their employees,
consultants and designated subcontractors
• Facilitate creative problem-solving sessions with all levels of leadership teams across different line of
business disciplines
• Present complex solutions to senior leadership teams
• Exposure to contract negotiations and vendor management


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