Client Delivery Program Manager (CDE PMO)

Velera
•$84,900 - $131,600•Remote

About The Position

The Client Delivery Program Manager works with senior leaders across Velera and assigned financial institutions (FIs) to develop and execute client strategic plans and provide centralized oversight of program initiatives. The role oversees project and product implementations, partnering closely with Client Growth Management, Client Service Delivery, Project Delivery, Velera business units, vendors, and other partners. It calls for strong influencing and client-facing skills, and travel to FI and vendor locations as needed, including potentially extended onsite periods. The incumbent builds productive client relationships and advocates for the FI within Velera, with the goal of improving consultative service, promoting products and services, overseeing initiatives, and increasing client loyalty, endorsement, and revenue. The role also consults with Velera senior leadership on resolution action plans, program risks and health, and project-related issues. The position maintains program management frameworks and reporting, coordinates delivery and resolution of initiatives ranging from card processing and product implementations to strategic projects, and supports departments in a consultative capacity. It also requires knowledge of partner platforms, Velera products and services, payments regulations, and program and project management practices.

Requirements

  • Bachelor’s degree in a related field, preferably Systems or Business Management, or an equivalent combination of education and experience.
  • Ten years of experience in a client support environment.
  • Five years of financial services experience.

Nice To Haves

  • Five years of experience in credit, debit, and/or eCommerce.
  • Understanding of project management best practices and Six Sigma methodologies.
  • PgMP or PMP certification.

Responsibilities

  • Develop and support strategic roadmaps for financial institution programs, with accountability for delivery of program initiatives.
  • Plan, execute, and deliver multiple programs and projects aligned with the financial institution’s strategic goals.
  • Build and maintain relationships with FI executives, department heads, implementation teams, Velera business units, vendors, and partners.
  • Coordinate with vendors and partners, including Mastercard, Visa, software vendors, networks, Fiserv, FIS, and other processors, to execute client initiatives.
  • Advocate for the financial institution within Velera and contribute to departmental strategic planning and process improvements.
  • Maintain program management frameworks, including scope, schedules, and resource requirements.
  • Prepare program status reports, KPI metrics, client presentations, and business reviews for Velera and FI executives.
  • Monitor program and project progress against schedule, scope, and quality standards; identify and mitigate risks, issues, and dependencies and escalate when needed.
  • Serve as a central point of contact among partners, Velera business units, and clients, communicating proactively to support timely implementation.
  • Manage resolution communications and successful delivery of projects and initiatives, including card processing implementations, product implementations, and strategic and client initiatives.
  • Serve as the FI management point of contact for project-related matters and escalated issue resolution.
  • Lead or participate in cross-functional projects supporting Velera, business unit, and departmental goals.
  • Use relationships with FIs, vendors, and partners to support timely, high-quality solutions and issue resolution.
  • Consult with Velera departments, including assisting Client Growth Management with consultation and solution development.
  • Maintain working knowledge of program management and reporting tools, Velera products and service applications, payments regulations, industry best practices, and PMO processes.
  • Perform other duties as assigned.

Benefits

  • Competitive wages
  • Medical coverage with telemedicine
  • Dental and vision coverage
  • Basic and optional life insurance
  • Paid time off
  • Maternity, parental, and family care benefits
  • Community volunteer time off
  • 12 paid holidays
  • Company-paid disability insurance
  • 401(k) with employer match
  • Health Savings Accounts with company-provided contributions
  • Flexible Spending Accounts
  • Supplemental insurance
  • Employee Assistance Program
  • Tuition reimbursement
  • Wellness program
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