Business Transformation Manager

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.

We are seeking a talented team member to lead business advancement activities in partnership with department heads. The role will guide future business strategies, champion enterprise change, and increase effectiveness.

• This role will be tasked with identifying challenged and/or underperforming business areas that impact sales/retention goals and partner with internal stakeholders to implement process and enterprise improvements. 
• Leads a wide-range of strategic and cross-functional initiatives from deal support to building cross-functional teams.
• Assess existing processes, systems, and organizational structures to identify inefficiencies and improvement opportunities
• Collaborate with cross-functional teams to gather requirements, map workflows, and document business needs
• Conduct data analysis to support decision-making and measure the impact of transformation initiatives
• Develop and present business cases, project plans, and implementation roadmaps
• Support the execution of strategic projects, ensuring milestones, timelines, and outcomes are met
• Track performance metrics and report on the effectiveness of implemented changes
• Identify risks, issues, and dependencies, and provide recommendations for resolution
• Stay informed on industry best practices, market trends, and emerging technologies that support transformation
• Create a repository for process, project documentation and best practices.   
• Oversee Growth enterprise improvement initiatives and delivery for key revenue opportunities.
• Monitors and evaluates process improvement performance, expectations, goals and measures direct impacts on sales, retention and cross-sell goals. 
• Proactively identifies and solves complex problems that impact the management, relationships and direction of the business. 
• Performs as a leader and thought partner on cross-functional management teams as needed to create enterprise excellence.
• Identifies sales and retention risks, implements effective controls, minimizes risks and successfully evaluates controls.
• Perform all other duties as assigned.

• While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear
• Specific vision abilities required by this job include close vision
• Ability to occasionally lift/move up to 25 pounds
• Individuals with a disability who are otherwise able to perform the essential functions of the job may request a reasonable accommodation through the Human Resources department.

Qualifications

• 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

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.