Velera

Manager

• Prepare and negotiate various client and vendor contracts, amendments, and other legal documents.
• Assist internal stakeholders in interpreting contract terms and conditions.
• Act as liaison for internal and external customers on all contract processing/administration matters.
• Draft a high volume of templatized and custom amendments, addenda, and other documents as required.
• Manage the client contract administration processes, including handling requests, facilitating notices, tracking of client renewals, managing contract analytics, and ensuring appropriate execution of all legal documents.
• Manage the enterprise-wide Contract Management System, and associated processes to improve the archival rational and tracking of contractual terms and obligations, renewal dates, and expirations.
• Work with in-house counsel and external counsel throughout the contract negotiation process.
• Distribute certain contract requests to internal and external counsel as appropriate.
• Partner with internal stakeholders throughout the contract process from request to execution.
• Ensure their adherence to contract-related policies and procedures and help them troubleshoot and resolve contract issues and challenges.
• Manage and adhere to client internal SLAs, and subsequently make recommendations for continuous improvement.
• Collaborate with other departments to onboard new clients and manage all engagements and contract lifecycles.
• Work with the rest of the legal team, compliance, information security, finance, and other stakeholders to ensure contracts meeting compliance and regulatory requirements.
• Support and help implement changes in systems, processes, and procedures including but not limited to relating to new go-to-market Product launch efforts.
• Document processes and create policies and procedures relating to contracts.
• Maintain and improve supporting documentation, including vendor and client playbooks.
• Perform job duties within the company’s policies, procedures, service standards and the state and federal laws.

Contract Manager II – Client Contracts

Account Executive

• This position serves as the enterprise Velera relationship manager for Velera’s largest revenue generating and strategically important financial institutions.
• Primarily through onsite visits, proactively meet and consult with credit union senior executives to develop strategic opportunities to extend the partnership and increase portfolio performance, demonstrating appropriate sense of urgency.
• Continually monitor and communicate value of Velera products/solutions, and demonstrate the value of the Velera partnership with assigned financial institutions.
• Responsible for consistently delivering the Strategic Business Review to all assigned clients showing the value of Velera’s products and solutions which includes participating in strategic planning and taking a broad perspective to deliver relevant payment and ecommerce industry expertise.
• Align strategically the financial institution’s goals and objectives to Velera’s products and services to maximize Velera’s Value Proposition.
• Evaluate and understand market intelligence that may impact Velera’s product offering or sales approach and report significant industry changes to Velera management.
• Prepare proposals, negotiate contractual relationships with financial institutions, and propose and negotiate new and renewal term agreements; prepare and deliver accurate and timely proposals, pricing comparisons, proformas and program analyses.
• Maintain and grow revenue for their assigned book of business including generating lead opportunities for additional line of business sales.
• Meet or exceed established revenue growth goals from the sale of new products and services and by enhancing overall portfolio performance.
• Develop, solidify and maintain strong account relationships that result in excellent financial institutions satisfaction scores as reflected in periodic surveys; act as primary management point of contact for financial institutions for strategic initiatives and escalated issue resolution; support financial institution’s designated executive sponsor and advocate internally at Velera.
• Prepare and deliver effective and influential presentations at Velera sponsored events, financial institution staff and Board of Directors meetings, advisory groups and other functions as may be required.
• Maintain open lines of communication with VP of Account Management and SVP of Account Management and report any contract renewals that are in jeopardy with a plan of action of how to retain the business.
• Timely escalation of potential relationship issues to appropriate internal Velera leaders to determine appropriate ownership and accountability for resolution.
• Actively review client landscape and recommend, develop, and implement new and creative approaches to growing Velera business; proactively manage, prioritize and engage sales leads.
• Maintain current knowledge of payment industry trends and innovation, and Velera products and solutions; maintain current knowledge of card, ecommerce, payments, and banking industry related to Visa, MasterCard, Fiserv, Velera, and competitors.
• Collaborate with product team regarding new product development for financial institution and consumer opportunities; coordinate interdivisional and interdepartmental communications related to serving clients with new and existing products/solutions.
• Responsible for maintaining and keeping current account plans for all assigned financial institutions in Salesforce, ensuring opportunities are updated and maintaining accurate records for assigned portfolio of financial institutions.

Account Executive III

Executive Assistant

• Establishes and monitors goals for the department and team members in collaboration with the teams they support.
• Provides employee performance planning and evaluations.
• Sets performance expectations, goals, development objectives and training plans as appropriate; monitors and evaluates employee progress.
• Evaluates and hires talent aligned to emerging business needs; ensures diverse and effective succession plans for all roles; encourages mobility and helps team members find stretch opportunities to expand their experience and skills.
• Creates meaningful and timely reporting tools to monitor satisfaction and service levels.
• Manages day-to-day operations, including driving metrics of the team, executing monthly evaluations, and coaching team members.
• Works with each supported leadership member to understand their administrative needs and provides support accordingly.
• Implements, and adjusts as needed, the support model commensurate with the organization's needs.
• Develops and maintains department standard operating procedures.
• Identifies business risks, implements effective controls, and evaluates controls’ success.
• Demonstrates strong leadership ability to guide or direct others through actions and influence while making good business decisions.
• Builds and maintains working relationships with Executive and Senior leaders, team members, vendors, and other department stakeholders.
• Identifies and manages mitigation of roadblocks for the department and individual team members.
• Participates in development of annual departmental budget, monitors budget and identifies budget discrepancies.
• Responsible for balancing team members’ workload to optimize the effectiveness of the department.
• Ensures procedures are documented so department staff is able to comply with policies and processes.
• Provides direction and leadership to staff; guide, coach, mentor and develop staff ensuring compliance with processes and procedures.
• Handles interviewing, hiring, promotions, transfers, performance appraisals, compensation, counseling and termination of staff.
• Develops and maintains staff by applying the necessary training and leadership that will allow internal growth and advancement.
• Develops the support structure of the organization, managing and developing existing staff as well as recruitment to ensure the structure is effective.

Manager, Executive Administration

Business Analyst

• Act as a liaison between Disputes leadership and Finance teams to gather data, resolve issues and recommend solutions.
• Perform reconciliation of variances between projected versus actual dispute-related financial performance.
• Partner with Finance to create forecasts and plans for dispute volumes, resolution costs and operational impacts.
• Monitor and report dispute performance against financial and operational plans; recommend remediation strategies for variances.
• Understand dispute-related KPIs and their impact on short and long-term financial performance.
• Develop and maintain cost models for dispute services, incorporating impacts into forecast and future plans.
• Provide trend, ratio and sensitivity analysis on dispute performance and financial outcomes.
• Create presentations and reports for SVPs and leadership, highlighting dispute performance, risks and opportunities.
• Evaluate new initiatives in dispute handling (ex: automation, vendor partnerships) through financial modeling and ROI analysis.
• Partner with project sponsors to assess post-implementation results of dispute-related initiates.
• Perform other duties as assigned.

Disputes Operations Business Analyst

Solutions Engineer

• Build and lead a solution sales pipeline by collaborating with Account Management and reaching out directly to potential prospects (solution sales).
• Act as a liaison between Product and Account Management to develop, deepen, and advance Velera’s account and business relationships.
• Collaborate with Velera support teams (e.g., ITS, Product, Implementations, Marketing, and Analytics) to support FI Experience business units in general, and Account Management teams in particular, to answer questions, prepare and deliver onsite presentations, and provide other marketing/sales support as needed to drive and close business and improve relationships.
• Serve as a resource for Velera Account Management to address inquiries and educational opportunities pertaining to Velera solutions.
• Proactively pursue and stay up-to-date on competitive and product intelligence information, including major competitors, industry updates, product launches and trends.
• Demonstrate sales acumen through active listening, intelligent questioning and using internal and industry relationships to help Account Management position solutions to Velera FIs.
• Demonstrate Sales acumen through capacity to read the room, match the needs of the audience to the delivered content and pivot conversations based on the needs of the FI.
• Establish and maintain effective communication with prospective FIs through appropriate contact channels; identify challenges throughout sales / lifecycle process that need to be overcome in order to successfully implement a commitment.
• Achieve year-end revenue target(s) established at the beginning of the fiscal year as advised.
• Act as a problem-solving partner for Velera internal partners.
• Perform other duties as assigned.

Sales Solutions Consultant

Data Analyst

• Support end-user engagement processes such as assisting credit unions and internal users in the creation of reports.
• Research data questions/issues and reporting solutions back to the BI Analysts when a defect is found, or improvement is needed.
• Design and develop new reports to solve complex business problems.
• Create and maintain educational assets and training materials.
• Facilitate internal and external training classes.
• Champion and promote analytic tools, methods and conceptual approaches by demonstrating paths to improved business intelligence, and decision making.
• Define and execute within product lifecycle and iterative design processes for new work products (reports, educational assets, engagement techniques).
• Participate in formal projects to produce project definition/initiation document clearly defining scope and project objectives; elicit, document and prioritize business requirements, understand business risks, and transition from requirements to solutions and business implementation principles.
• Collect, evaluate and compress data and information from various sources, elicit actual user needs, and document a new concept or remediation plan.
• Develop use cases and execute test scripts for user acceptance testing processes.
• Identify, develop and support business implementation and readiness tasks, mitigating risk and remediating end-user adoption hurdles.
• Perform other duties as assigned.

Business Analytics Specialist

Analyst

• Supports the successful implementation of various complex financial institution debit and/or credit projects through execution of various technical tasks and quality checks.
• Leads client consultation on business and technical requirements, and incorporates the requirements into the overall project plan.
• Assigned complex, highly visible client projects, and assumes technical leadership role for assigned projects, coordinating all phases of operational implementation of technical project deliverables.
• Meets with client to discuss specifications for complex projects, works with client and vendors to determine project options, and facilitates meeting with key client personnel as needed.
• Completes Gap Analysis to define system set-up requirements.
• Provides consulting and guidance to client on the best approach to meet their business requirements for assigned implementations.
• Communicates between technical groups at client and vendor locations and data maps technical files between systems.
• Works with client staff and vendors to execute the project plan, ensuring technical tasks are completed accurately and on time.
• Identifies and reports outstanding issues to the assigned project manager; assists with issue resolution.
• Ensures quality in the implementation process; communicates technical aspects and requirements of Implementations with third-party vendors and internal Project Support Team.
• Validates system parameters and conducts testing; modifying program parameters when necessary.
• Provides technical support to clients during the design, development, and implementation phases of the project.
• Provides extended hour post-implementation support for projects, and occasional on-site support as needed.
• Follows change control and appropriate change management processes.
• Assists with training and mentorship of less tenured Analysts.
• Assists in developing new product/service requirements templates and procedural steps.
• Understands and completes tasks associated with various types of department projects.
• Provides after-hours on-call support for project installations as needed.

Client Delivery Analyst III

Customer Support

• Takes incoming calls from members
• Navigates tools and resources to properly address member inquiries
• Maintains a high level of service with members and meets performance targets
• Maintains composure and demonstrates a calm, professional position while adapting to difficult situations
• Develops and maintains productive working relationships with team members
• Promotes and maintains a positive, professional image of Velera's Call Centers
• Participates in product and procedure training in classroom, on the job training, and reviews all available manuals and resources to acquire and increase product knowledge

Spanish Bilingual Inbound Customer Service Representative

• Develop external business by promoting our financial products and solutions within assigned territory.
• Assist the VP, Sales with forecasting revenue from all new business sales.
• Build and lead sales pipeline by exercising weekly structured calling campaign and timely following up on lead referrals and RFPs.
• Participate in regional sales activities to include nationally coordinated sales campaigns.
• Create and present, virtually and on site, formal proposals that include a detailed pricing analysis and incentive package.
• Establish and maintain effective communication with prospective Financial Institutions through appropriate contact channels; identify challenges throughout sales process that need to be overcome in order to successfully execute a commitment.
• Maintain effective working relationships within the industry by initiating or responding to invitations to serve as guest speaker, participate in informative projects, and attend state league meetings.
• Ensure smooth and efficient hand-off process of committed Financial Institutions to respective Account Executive who will maintain relationship.
• Achieve year-end revenue target established at beginning of fiscal year.
• Stay informed on industry trends, changes in industry regulations and competitive landscape.
• Engage subject matter experts when necessary to assist in the sales process.
• Perform other duties as assigned.

National Sales Executive

Growth Marketing

• Support commercialization efforts for new products, services, and solutions across the organization.
• Define sales readiness criteria and ensure revenue teams are equipped with training, tools, and value propositions for successful launch.
• Collaborate with marketing to develop effective messaging, positioning, and demand generation strategies.
• Coordinate go-to-market execution between sales and product teams to ensure seamless transitions from development to sales.
• Identify key target segments and contribute to sales planning, pricing, and packaging strategies.
• Assist account management teams in understanding new offerings and articulating value to existing clients.
• Partner with account teams to identify early adopters and strategic launch partners for new initiatives.
• Establish and maintain a client feedback loop to inform Growth Team members and guide continuous improvement.
• Perform all other duties as assigned.

Growth Commercialization Lead

Accountant

• Process and analyze complex information, ensuring correct application of financial data.
• Oversee general accounting, payment processing, client trust and account reconciliation functions.
• Manage consumer payments and ensure systems are updated appropriately.
• Maintain client trust accounting processes and address any unreconciled issues.
• Conduct necessary research and maintain proper documentation for reconciling items.
• Propose plans to resolve underlying issues causing reconciling items.
• Manage accounts receivable and prepare invoices.
• Ensure compliance with corporate standards while improving accounting operations.
• Support accounting leadership during the annual audit process.
• Perform routine and non-routine analysis of financial data.
• Other duties as assigned.