About The Position

Join the People Helping People 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 CDE Commercialization Project Manager will initiate, plan, organize, lead and control cross-functional product and technology projects that are complex and/or medium to large in scope and impact. The Project Manager, CDE Commercialization builds relationships with Velera’s largest business unit leaders, acting as a point of contact between Client Delivery Experience, Product, Sales and IT. This position is responsible for communication, development, commercialization and operationalization of Velera Products and Solutions being delivered to clients. They will help ensure the CDE business unit is supported and aligned to meet goals and objectives. Day in the Life: Perform as a CDE liaison with the product development/lifecycle. Leads and manages the project lifecycle to efficiently deliver multiple project initiatives. Partners with product and technology leaders to prioritize initiatives, negotiate financial and resource commitments, confirm availability and build delivery schedules. Work with CDE, Product and IT to architect, design, prototype and develop solutions that enable quality implementation and improve speed of “on-boarding” solutions. Assembles project team members; assigns individual responsibilities; facilitates meetings and presentations. Define scope and objectives for complex product releases, with a focus on implementations and operations. Prioritize requirements for the business. Establish onboarding requirements and timelines in accordance with Solution Sales goals and market messaging. Effectively manages the implementation of internal initiatives, major and minor system or product enhancements, client solutions and applicable decommissions. Delivers effective, accurate, and consistent communication to project teams, management, external clients and vendors. Understands interdependencies and lead times to develop a comprehensive schedule or priority task plan. Oversees completion of project tasks, manages conflicts, clarifies gaps and escalates risks/issues as needed for improvements. Provide technology guidance and clarify process gaps. Work directly with key internal stakeholders and executives to negotiate, escalate, and resolve issues with priority. Identifies changes that impact scope, cost or schedule and initiates the appropriate change control and/or change management process. Ensure proper documentation is established, maintained and stored for policies, processes and procedures to streamline and optimize client delivery of products and services. Provides timely reporting of project hours, status, performance, risks and escalations Applies generally accepted project management methodology and enforces project standards. Create and implement strategic plans to provide organizational productivity as well as process improvement enhancements. Utilize service management resources for understanding and marketing the service portfolio, service catalogue, and service demand, so internal customers are aware of the service available. Plan, define and manage support strategy around tools and processes. Provide insight into the enterprise service catalogue. Participate in training and develop leadership skills that foster internal growth and advancement. Ensure that all duties are performed according to departmental policies, procedures, services levels and performance standards. Reacts to change productively and performs other duties as assigned.

Requirements

  • Five (5) years of project management experience required.
  • Three (3) years of implementations and/or technical delivery in the financial services industry required or current contractor resource in the same or equivalent position performing all job requirements.
  • Bachelors Degree in Business Systems, Information Technology or equivalent combination of training and/or experience required.

Nice To Haves

  • Three (3) years of card processing experience highly preferred

Responsibilities

  • Perform as a CDE liaison with the product development/lifecycle.
  • Leads and manages the project lifecycle to efficiently deliver multiple project initiatives.
  • Partners with product and technology leaders to prioritize initiatives, negotiate financial and resource commitments, confirm availability and build delivery schedules.
  • Work with CDE, Product and IT to architect, design, prototype and develop solutions that enable quality implementation and improve speed of “on-boarding” solutions.
  • Assembles project team members; assigns individual responsibilities; facilitates meetings and presentations.
  • Define scope and objectives for complex product releases, with a focus on implementations and operations.
  • Prioritize requirements for the business.
  • Establish onboarding requirements and timelines in accordance with Solution Sales goals and market messaging.
  • Effectively manages the implementation of internal initiatives, major and minor system or product enhancements, client solutions and applicable decommissions.
  • Delivers effective, accurate, and consistent communication to project teams, management, external clients and vendors.
  • Understands interdependencies and lead times to develop a comprehensive schedule or priority task plan.
  • Oversees completion of project tasks, manages conflicts, clarifies gaps and escalates risks/issues as needed for improvements.
  • Provide technology guidance and clarify process gaps.
  • Work directly with key internal stakeholders and executives to negotiate, escalate, and resolve issues with priority.
  • Identifies changes that impact scope, cost or schedule and initiates the appropriate change control and/or change management process.
  • Ensure proper documentation is established, maintained and stored for policies, processes and procedures to streamline and optimize client delivery of products and services.
  • Provides timely reporting of project hours, status, performance, risks and escalations
  • Applies generally accepted project management methodology and enforces project standards.
  • Create and implement strategic plans to provide organizational productivity as well as process improvement enhancements.
  • Utilize service management resources for understanding and marketing the service portfolio, service catalogue, and service demand, so internal customers are aware of the service available.
  • Plan, define and manage support strategy around tools and processes.
  • Provide insight into the enterprise service catalogue.
  • Participate in training and develop leadership skills that foster internal growth and advancement.
  • Ensure that all duties are performed according to departmental policies, procedures, services levels and performance standards.
  • Reacts to change productively and performs other duties as assigned.

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
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