Senior Market Strategy & Optimization Consultant

Velera

4d•$110,100 - $176,200•Remote

About The Position

The Senior Competitive Intelligence & Market Strategy Consultant is a strategic leader within Velera’s Growth organization, responsible for identifying, assessing, and executing revenue growth opportunities across emerging markets, credit unions, and banking segments. The role develops enterprise-wide go-to-market strategies using competitive intelligence, market research, industry trends, and client and prospect discovery and optimization to align business opportunities with organizational growth objectives. As a partner to executive leadership, this consultant brings together competitive intelligence, industry and market insights, client and prospect performance indicators, and cross-functional collaboration to develop data-driven growth strategies. These strategies support sales effectiveness, client retention, market penetration, and organizational readiness in the changing financial services landscape. The role also leads market intelligence and competitive insights, provides executive-level recommendations, creates sales enablement materials, supports prospect diligence, and helps operationalize insights across Growth and other functions. Velera describes its work environment as remote-first and flexible, with an emphasis on inclusion, psychological safety, wellbeing, belonging, and collaboration.

Requirements

Bachelor’s degree in Business Administration, Finance, or a related field, or an equivalent combination of education and experience.
Seven years of experience in banking or credit union card processing, with product and line-of-business expertise.
Five years of experience in a senior or subject matter expert position.

Nice To Haves

Experience related to market expansion, financial distribution channel optimization, or a similar field.
Experience with sales automation software.

Responsibilities

Establish and support strategic initiatives within the Growth organization.
Act as a cross-functional change agent, collaborating with Product, Marketing, Technology, Sales, Client Growth, Project Delivery, Service, Finance, and other internal teams.
Promote a collaborative work environment in which employees share knowledge and skills.
Demonstrate mastery of Velera products, technology solutions, and infrastructure, including ATM/Debit Processing, Fraud, Core and Analytic tools, Shared Branching, Call Center Support, Digital, Credit Processing, and add-on services.
Conduct market research and analyze emerging markets, trends, opportunities, and risks.
Use knowledge of banking and credit union markets and competitive intelligence to support business wins.
Track, analyze, and activate competitive intelligence, maintaining information on vendor activity, industry shifts, partner feedback, win/loss analyses, postmortems, and buyer decision drivers.
Lead the market intelligence and competitive insights function and develop a comprehensive, real-time view of industry trends, buyer behavior, and competitive positioning.
Partner with executive leadership to identify emerging opportunities, competitive threats, and strategic implications for sales execution, product investment, and growth planning.
Align strategy execution across channels by partnering with Growth, Marketing, Product, and Proposal Support leaders.
Serve as a senior subject matter expert on competitive analysis, industry benchmarks, and strategic market positioning.
Deliver executive-level recommendations on positioning, pricing models, sales strategies, and product differentiation.
Work with Growth leaders to operationalize insights that improve competitive performance.
Oversee development of sales enablement tools, including battlecards, competitive briefs, deal-support content, and industry updates.
Lead and conduct virtual and on-site diligence to identify prospect pain points and sales opportunities.
Accompany client-facing teams at prospect meetings to gather business information and identify pain points; develop resulting sales strategies, briefings, meetings, presentations, and on-site diligence as needed.
Serve as an educational resource and subject matter expert on market strategy.
Gather and maintain competitive intelligence and educate clients and coworkers on Velera products’ competitive positioning.
Evaluate significant market and industry changes and events and report them to the Growth organization.
Identify and implement distribution strategies to expand market reach and increase revenue streams.
Participate in meetings, conferences, and presentations, providing leadership as needed in preparation, review, or delivery.
Establish strategic partnerships with financial institutions, technology providers, local businesses, and other key stakeholders to strengthen Velera’s presence in emerging markets.
Provide market intelligence and feedback to product, marketing, and business teams.
Assist with creating revenue models for clients, prospects, markets, the organization, and operational environments as needed.
Apply knowledge of the strategic planning process.
Collaborate with product development teams to identify financial products and services for customer needs and preferences in emerging markets.
Develop and maintain processes, policies, and practices to ensure best practices and quality standards within the Growth organization.
Develop and implement key performance indicators to monitor the success and impact of strategies in emerging markets and financial distribution channels.
Train and support internal teams on operating in emerging markets and aligning with business objectives.
Serve as initiative leader for major, mission-critical change events.
Perform other duties as assigned.