Senior Discovery Consultant - Remote

Velera

12d•$84,900 - $108,200•Remote

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 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.

Requirements

Bachelors degree in a related field and/or equivalent combination of experience and education is required.
Ten (10) years of related experience in the payment processing industry required.
Expert knowledge of payment card products, support services, and processes required.
Ten (10) years of related experience in project management, business, or system analysis required.
Experience required in completing financial institution mergers or card processing conversions that require migrating data from one processing platform to another.
Experience working with multiple vendors and channel partners required.

Nice To Haves

Master’s degree preferred.
Training in Six Sigma Methodology and project management (PMP) or Certified Business Analyst (CBAP) certification preferred.
Consulting experience preferred.

Responsibilities

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.