Senior Market Strategy & Optimization Consultant

Velera is the nation’s premier payments credit union service organization (CUSO) and an integrated fintech solutions provider. The company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Our purpose: We accelerate partners’ success through innovative financial technology solutions and inspired service.

The Opportunity:

The Senior Competitive Intelligence & Market Strategy Consultant is a strategic leader within the Growth organization responsible for identifying, assessing, and executing revenue growth opportunities across emerging markets, credit unions, and banking segments. This role drives enterprise-wide go-to-market strategies by leveraging competitive intelligence, market research, industry trends, and deep client and prospect discovery and optimization to align business opportunities with organizational growth objectives.

As a key partner to executive leadership, this individual unifies competitive intelligence, industry and market insights, client and prospect performance indicators, and cross-functional collaboration to develop data-driven growth strategies that strengthen sales effectiveness, improve client retention, accelerate market penetration, and enhance organizational readiness in an evolving financial services landscape.

Day in the Life

• Direct establishment and ongoing support for strategic initiatives within the Growth organization.
• Will serve as a cross functional change agent across  company, collaborating with multiple internal partners, including Product, Marketing, Technology, Sales, Client Growth, Project Delivery, Service, Finance and other interderpartment teams in an ongoing effort to ensure a holistic approach and growth and strategy in the industry.
• Create and promote a collaborative work environment where knowledge and skills are shared to contribute to development of our internal resouces and culture.
• Exhibit proficient mastery of all Velera products and technology solutions as well as infrastructure including, but not limited to, ATM/Debit Processing, Fraud, Core and Analytic tools, Shared Branching, Call Center Support, Digital, Credit Processing and add on services demonstrating technological advances and articulating product capabilities.
• Conduct market research and analysis of emerging markets, identify trends, opportunities, and risks.
• Understand the banking and credit union’s market and leverage competitive market intelligence to win
• business.
• Track, analyze, and activate competitive intelligence. This includes maintaining a comprehensive repository of vendor activity, industry shifts, partner feedback, win/loss analyses and postmortem, and buyers’ decision drivers to deliver deep, actionable insights that directly inform deal strategy, retention efforts, and differentiated value messaging.
• Lead Velera’s market intelligence and competitive insights function, overseeing the development of a
• comprehensive, real-time view of industry trends, buyer behavior, and competitive positioning.
• Partner with executive leadership to identify emerging opportunities, competitive threats, and strategic implications for sales execution, product investment, and growth planning.
• Ensure cross-channel alignment and cohesive strategy execution by partnering with Growth, Marketing, Product and Proposal Support leaders .
• Serve as a senior subject matter expert on competitive analysis, industry benchmarks, and strategic market positioning.
• Deliver executive-level recommendations to improve positioning, pricing models, sales strategies, and product differentiation.
• Partner with Growth leaders to operationalize insights that strengthen competitive performance.
• Oversee creation of strategic sales enablement tools—including battlecards, competitive briefs, deal-support content, and industry updates.
• Lead and conduct virtual and on-site diligence to uncover prospecting pain points and sales opportunities.
• Accompany client facing teams for prospect meetings to gather information about prospects business and identify pain points critical to building sales strategies. Strategies may include follow-up briefings, meetings, presentations, and on-site diligence.
• Serve as an educational resource and Subject Matter Expert (SME) on market strategy.
• Gather and maintain competitive intelligence and use this knowledge to educate both clients and co-workers on where our products fit into the competitive spectrum.
• Evaluate and understand market and industry changes and significant events and report them to the Growth organizations.
• Identify and implement new distribution strategies to expand market reach and increase revenue streams.
• Participate in various meetings, conferences, and presentations as assigned and provide leadership when needed for preparation, review and/or delivery of formal presentations.
• Identify and establish strategic partnerships with key stakeholders, including financial institutions, technology providers, and local businesses, to enhance our presence in emerging markets. Provide market intelligence and feedback to product and marketing teams and business.
• Assist in  creating revenue models for clients, prospects, market, organization, and operational environment where needed.
• Leverage knowledge of strategic planning process.
• Collaborate with product development teams to determine financial products and services to meet the specific needs and preferences of customers in emerging markets.
• Develop and maintain processes, policies and practices to ensure that best practice and quality standards are followed and governed within the Growth organization.
• Develop and implement key performance indicators (KPIs) to monitor the success and impact of strategies in emerging markets and financial distribution channels.
• Provide training and support to internal teams on the unique aspects of operating in emerging markets, ensuring alignment with overall business objectives.
• Serve as initiative leader for major, mission critical change events.
• Perform other duties as assigned.

Qualifications:

• Bachelor's degree in Business Administration, Finance, related field or equivalent combination of education and experience required.
• Seven (7) years experience in banking or credit union card processing with product and line of business expertise required.
• Five (5) years in a senior or subject matter expect position.
• Experience related to market expansion, financial distribution channel optimization, or similar field preferred.
• Experience with sales automation software preferred.

About Velera

At Velera, inclusion isn’t an initiative – it’s how we work. Guided by a people‑helping‑people philosophy, we cultivate a culture where every employee feels valued, respected and empowered to do their best work. We’re committed to building a diverse workforce and fostering meaningful connection across our teams. Through a remote‑first, flexible environment, we prioritize psychological safety, wellbeing and belonging so individuals and teams can collaborate to thrive. Together, we’re shaping a new era of secure, innovative solutions for the clients and communities we serve. Learn more about what it’s like to work at Velera.

Pay Equity

The anticipated hiring range for this position is typically between the minimum and midpoint of the posted salary range; however, actual compensation may vary based on a variety of factors, including relevant experience, skills and qualifications, education, internal equity, and overall business and budget considerations. Velera is committed to providing competitive compensation that reflects both individual role and responsibilities, individual performance, and market.

Great Work/Life 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

• Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions

Velera is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.

Velera is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following "EEO is the Law" Poster. Velera will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the legal duty to furnish information.

Velera is an E-Verify Employer. Review the E-Verify Poster here.  For information regarding your Right To Work, please click here.

This role is currently not eligible for sponsorship.

As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at [email protected] for assistance.