Senior Discovery Consultant
Velera
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $84,900 - $108,200 per year
Job Level
Senior
Tech Stack
PMP
About the role
- Provide superior pre-implementation support to existing and prospective clients to understand implementation requirements, timelines, and complex dependencies.
- Complete Discovery and Current State Assessment either at the client location or via webinar.
- Consult with financial institution to create a Project Charter with deliverables, acknowledgements, constraints, and pricing;
- Serve as subject matter expert across multiple product lines (e.g., Debit, Credit, eCommerce, ATM).
- Identify gaps in products, services, or features and obtain critical information from internal/external partners in order to complete a defined scope.
- Work with the client and vendors to determine the best approach to support project deliverables and facilitate meetings with key client personnel.
- Understand client business requirements; communicate between technical groups at client and vendor locations, and data map technical files between systems.
- Ensure quality in the project process; Communicate technical aspects and requirements of the project with stakeholders; Obtain scheduling and resource commitment from partners and internal resources;
- Consult with financial institution regarding conversion schedules, freezes, and partner vendor key dates.
- Monitor and respond to requests for Proposals, Credit Union client growth, service delivery, sales, FI project demands, and inquiries daily
- Provide Reporting on forecasting, awareness, billing variance, in-queue, and resource assignment needs.
- Assist with identifying and implementing automation efficiency to defined processes within the department.
- Maintain in-depth knowledge of Velera products, services, and features.
- After-hours on-call support for project installs
- Maintaining working knowledge of the Project/Demand Management and reporting PMO tools
- Creates successful partnerships internally and externally
- Perform all other duties as assigned.
Requirements
- Bachelors degree in a related field and/or equivalent combination of experience and education is required
- Master’s degree preferred
- Training in Six Sigma Methodology and project management (PMP) or Certified Business Analyst (CBAP) certification preferred
- Ten (10) years of related experience in the payment processing industry required
- Expert knowledge of payment card products, support services, and processes required
- Ten (10) years of related experience in project management, business, or system analysis required
- Experience required in completing financial institution mergers or card processing conversions that require migrating data from one processing platform to another
- Experience working with multiple vendors and channel partners required
- Consulting experience preferred
Benefits
- Competitive wages
- Medical with telemedicine
- Dental and Vision
- Basic and Optional Life Insurance
- Paid Time Off (PTO)
- Maternity, Parental, Family Care
- Community Volunteer Time Off
- 12 Paid Holidays
- Company Paid Disability Insurance
- 401k (with employer match)
- Health Savings Accounts (HSA) with company provided contributions
- Flexible Spending Accounts (FSA)
- Supplemental Insurance
- Mental Health and Well-being: Employee Assistance Program (EAP)
- Tuition Reimbursement
- Wellness program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
project managementdata mappingfinancial institution mergerscard processing conversionsautomation efficiencyreportingcurrent state assessmentproject charter creationgap analysisconsulting
Soft skills
communicationstakeholder managementproblem-solvingcollaborationrelationship buildingorganizational skillsclient supportmeeting facilitationadaptabilityattention to detail
Certifications
PMPCBAPSix Sigma