Senior Discovery Consultant - Remote

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 Senior Discovery Consultant is responsible for extensive Discovery and Consultation on multi-faceted financial institution projects within Client Delivery Experience. The goal is to ensure that concurrent project requests from financial institutions flow without incident and that a comprehensive roadmap and Project Charter have been fully understood and signed off by the client.  Incumbent will be an expert in the elicitation, documentation, and analysis of complex business requirements in the support of multiple large, high-profile financial institution projects.  This position will execute project charters,  complete current state assessments, and perform gap analysis using industry-leading payments knowledge and extensive consultative skills.  The Discovery Consultant Specialist will ensure that scope, pricing, client approvals, and billing records are completed per the established guidelines and in accordance with Project Management Office (PMO) standards.  This role will effectively organize Velera, its client’s and align 3rd party vendor resources with complete business requirements to keep projects on track, with minimal change requests and in planned effort forecasts. The Discovery Consultant is a subject matter expert supporting complex project inquiries from Sales, Client Growth, and Service Delivery teams. Will curate custom engagements for prospects and will facilitate project design strategy consultation via virtual, on-site, or off-site meetings.  The Discovery Consultant Specialist will conduct research and analysis to identify interdependencies and potential risks that would affect the overall FI objective and formulate recommendations that enable the client to achieve its goals. This position works extensively with senior leadership, business, and technical resources across Financial Institutions, vendors, and cross-functional teams, and must effectively communicate complex technical concepts in an easily understood manner. This complex role requires savvy navigation through ambiguous project requests and must demonstrate strong executive presence, negotiation, and influencing abilities. This role requires multi-disciplinary skills of ideation, critical thinking, technical analysis, process engineering, and deep project management acumen to help accelerate the adoption of Velera’s products, and the ability to work closely with cross-functional business leaders and their associated teams. Incumbent must be comfortable with ambiguity, can operate in a fast-moving, agile environment, is a team player that collaborates well cross-functionally, and acts as an owner, proactively taking initiative.

• 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.

Qualifications

About Velera

At Velera we are committed to fostering a workplace where every employee feels valued, respected, and connected. We understand, attract and engage a diverse workforce where every employee can live up to their full potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. We strive to foster a safe and inclusive work environment for people to bring their authentic selves in order to build a better community within our company and with our partners.   Learn more about our commitment to Diversity, Equity, and Inclusion HERE!

Pay Equity

Actual Pay will be adjusted based on experience and other job-related factors permitted by law.

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.