Velera Logo

Velera

Manager, CC Initiatives & Business Processes

Posted 3 Days Ago
Be an Early Applicant
Remote
Hiring Remotely in USA
83K-105K Annually
Senior level
Remote
Hiring Remotely in USA
83K-105K Annually
Senior level
The Manager, CC Initiatives & Business Processes oversees the operational support of contact center initiatives, managing staff, and ensuring effective cross-functional collaboration to enhance revenue and member experience.
The summary above was generated by AI
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 Manager, CC Initiatives & Business Processes is responsible to ensure successful implementation of action plans and objectives where the analysis of situations or data requires an in-depth knowledge of the company, competitive environment, technology, and economic or social implications of organization activities. Lead and develop staff for all operational servicing support and issues of day-to-day operations. Anticipate, identify and handle key risks associated with projects. Incumbent will advise direct efforts of cross functional work-teams and related resources to support overall business objectives. Identifies potential opportunities and develop the tactics and team needed to bring them to fruition. Incumbent will work closely with all business areas across multiple locations to ensure short- and long-range business plans provide solutions to increase the company’s revenue and member experience. 

Day in the Life

  • Handle all contact center strategic initiatives operational staff who are responsible for all facets of operational support, including requests and issues relating to day-to-day production support, projects, solutions, system improvements and industry regulations.

  • Supervise progress of all inquiries impacting the clients and assist in resolution of complex and critical issues in a timely and effective manner.

  • Ability to communicate effectively with credit union operational staff and executives as well as internal support teams, leaders, and executives.

  • Anticipate, identify and handle key risks. Propose appropriate mitigation strategies. Identify cross-functional dependencies and ensure that stakeholders who need to collaborate are connected. Raise issues as needed and facilitate removal of roadblocks.

  • Exercise discretion and independent judgment. Make necessary and timely decisions to prevent operational errors and financial loss.

  • Must have a keen understanding of Operations business objectives and operational processes. Ability to consistently assess risk and make strategic trade-offs between opposing priorities.

  • Ensure appropriate staff statistical records are maintained and reported for efficiency and quality.

  • Maintain a detailed understanding of all Velera products, solutions, and systems, including but not limited to set-up, implementation, testing, pricing, billing, and reporting.

  • Lead the support of Unified Agent Desktop (UAD) with process flow development, system updates, and partnership with system Processers for improvements.

  • Perform other duties as assigned

Supervisory Responsibility

  • Provide direction and leadership to staff; guide, coach, mentor and develop staff ensuring compliance with processes and procedures

  • Handle interviewing, hiring, promotions, transfers, performance appraisals, compensation, counseling and termination of staff

  • Develop and maintain staff by applying the necessary training and leadership that will allow internal growth and advancement

  • Direct staff, to ensure that all duties are performed according to department performance standards

Qualifications

  • Bachelor’s Degree in related field, preferably in Business, Finance, Project Management or equivalent combination of education and experience required.

  • Master’s degree is preferred.

  • Minimum of five (5) years' experience managing entry level and professional staff required. 

  • Minimum of five (5) years' experience within the financial service industry with payment card products, support services and client relations required.  

  • Minimum of five (5) years cross functional project management experience in financial services or contact center industry required. 

  • Extensive knowledge of customer service strategies and contact center operations.

Knowledge, Skills, & Abilities

  • Actively supports and embraces Velera's core values of Dedication, Collaboration, Belonging, Curiosity and Integrity.

  • Ability to lead team members in establishing, planning, tracking and controlling projects in a fast-paced environment, while leading priorities/projects and meeting deadlines

  • Ability to exercise discretion, independent judgment, confidentiality, and interact effectively with all levels of staff, credit unions, and vendors

  • Shown leadership skills, organizational skills, problem solving skills and executive presentation skills required

  • Ability to lead multiple projects, work in a fast-paced environment and meet deadlines

  • Ability to demonstrate strong analytical and quantitative skills

  • Ability to communicate effectively in both verbal and written formats and give presentations using various audiovisual support aids

  • Ability to work under high pressure in a complex environment

  • Proficiency in Word, Excel, PowerPoint and Project/Task Management software

  • Minimal travel may be required

  • Ability to interact effectively and positively with all levels of management, staff, member clients and vendor

  

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

$82,700.00 - $105,400.00

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.

Top Skills

Excel
PowerPoint
Project/Task Management Software
Word

Velera San Ramon, California, USA Office

3001 Bishop Dr, Suite 110, San Ramon, California, United States, 94583

Similar Jobs

10 Minutes Ago
In-Office or Remote
Costa Mesa, CA, USA
100K-136K Annually
Senior level
100K-136K Annually
Senior level
Aerospace • Artificial Intelligence • Hardware • Robotics • Security • Software • Defense
The Technical Sourcer will lead the full-cycle hiring strategy for hardware teams, focusing on building top-tier talent pipelines and collaborating with stakeholders to improve recruitment processes.
Top Skills: GemGreenhouseLinkedin Recruiter
16 Minutes Ago
Remote or Hybrid
US
121K-170K Annually
Senior level
121K-170K Annually
Senior level
Artificial Intelligence • eCommerce • Information Technology • Internet of Things • Automation
The CMSA develops security solutions for clients, provides consultative guidance, manages relationships, and collaborates with internal teams to drive Managed Services growth.
Top Skills: ArubaCiscoConverged/Hyperconverged SystemsCrowdstrikeEndpoint ManagementExabeamFortinetAzureMicrosoft SecurityPalo AltoSd-WanStorage
17 Minutes Ago
Remote
USA
Junior
Junior
Computer Vision • Healthtech • Information Technology • Logistics • Machine Learning • Software • Manufacturing
Support Dandy's priority projects by analyzing business problems, conducting analysis, synthesizing findings, managing projects, and improving operations.
Top Skills: AsanaGoogle SuiteJIRALookerSQL

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account