Velera

Business Transformation Manager

Velera

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $95,800 - $124,500 per year

Job Level

About the role

  • Lead business advancement activities in partnership with department heads.
  • Guide future business strategies, champion enterprise change, and increase effectiveness.
  • Partner closely with Growth leadership and cross‑functional teams to advance strategic transformation initiatives.
  • Align stakeholders, facilitate discussions, and translate business needs into actionable insights.
  • Identify challenged and/or underperforming business areas and implement process improvements.
  • Assess existing processes, systems, and organizational structures to identify inefficiencies.
  • Conduct data analysis to support decision-making and measure impact of transformation initiatives.
  • Develop and present business cases, project plans, and implementation roadmaps.
  • Track performance metrics and report on effectiveness of implemented changes.

Requirements

  • Bachelor’s degree in Business Administration, Marketing, Communications or a related field, or an equivalent combination of education and experience.
  • Seven (7)+ years of experience within a financial institution or similarly complex organization, with exposure to operations, sales, marketing, sales operations, platform, or member services.
  • Demonstrated experience leading business transformation, process improvement, or enterprise change initiatives that drive measurable business outcomes.
  • Experience applying continuous improvement methodologies such as Lean, Six Sigma (Green Belt or higher preferred), Agile, or comparable process improvement frameworks.
  • Demonstrate behaviors based on Velera values: Excellence, Innovation, Leadership, Passion, Trust and Diversity, Equity, & Inclusion
  • Proven ability to partner with cross‑functional and senior leaders to analyze business problems, identify improvement opportunities, and implement sustainable solutions.
  • Strong analytical, problem‑solving, and critical‑thinking skills, with the ability to translate data and insights into actionable recommendations.
  • Excellent verbal and written communication skills, including the ability to present complex concepts to executive‑level audiences.
  • Ability to exercise discretion and independent judgment in making decisions and interact effectively and positively with all levels of personnel, credit unions and vendors.
  • Proficiency in word processing, presentation, and spreadsheet computer software applications.
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 & Tools
data analysisbusiness transformationprocess improvementcontinuous improvement methodologiesLeanSix SigmaAgileproject planningperformance metricsimplementation roadmaps
Soft Skills
analytical skillsproblem-solvingcritical thinkingcommunication skillsleadershipcollaborationdiscretionindependent judgmentpresentation skillsinterpersonal skills
Certifications
Bachelor’s degreeSix Sigma Green Belt