VP, Insights - Remote

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 VP, Insights will create, manage and motivate a team of highly skilled individuals responsible to provide expertise and support to the Growth, Product and Marketing teams, as well as the Executive Leadership Team in areas of payments research, client sentiment and engagement research and enhancement planning, RFP and due diligence development, industry analyst engagement, and ongoing industry/market and competitive analysis. The incumbent will have customer visibility up to and including CEO-level and will regularly interact at a strategic level with the Growth teams and their leadership, our external business partners and Service divisions.

Day in the Life:

• Conducts, directs and supports pertinent research, and receives data from external and internal sources, including, but not limited to, market trends, industry developments, competitor trends, brand sentiment, primary research, consumer research (Eye on Payments), etc.; guides the analysis and interpretation of data into meaningful and usable action items.

• Orchestrates the strategy and development for the monthly Payments Index, including analysis, content focus, report development and value creation; produces quarterly versions to support regional, bank and partner needs for similar content.

• Leads and manages the entire organizational client feedback process, including the annual sentiment study, transactional surveys to assess client engagement at various points in the relationship and other client feedback demands as needed, including for the product and consulting teams. Leverages the client feedback process, especially the annual sentiment study, to identify strategic areas for business process improvement, and partners with business unit leaders to develop action steps to drive these enhancements.

• Maintains direct and ongoing client visibility towards meeting and exceeding Velera goals with respect to overall satisfaction, NPS, sales and service goals, etc.

• Provides ownership and oversight to the RFP process (including development of ongoing RFP strategy, creation of RFP and due diligence responses and assistance in delivering RFP responses) and assistance in Velera contractual logistics (including contract renewal support and assistance).

• Oversees and expands relationships with technology-oriented payments and financial technology analysts to leverage new insights to support the Product and Growth organizations. This includes providing account-facing staff with pertinent market reports, along with presenting content in client business reviews.

• Manage and disseminate timely intelligence primarily, but not limited to quarterly earmings calls related to key competitors and partners.

• As a Corporate Risk Champion, manages quarterly updates and provides commentary on various internal and market-facing Key Risk Indicators (KRIs), from a Marketing lens.

• Provides necessary support to other Velera business areas, with respect to market research and other industry insights demands.

• Perform other duties as assigned.

Qualifications:

• Bachelor’s Degree in related field or equivalent combination of education and experience required.

• Master’s degree preferred. 

• Twelve (12) years card industry-related experience required.

• Ten (10) years in banking, credit union or financial technology industry required.

• Ten (10) years management experience required, with proven track record of exemplary leadership behavior and results.

• Experience with sales automation software preferred. 

• Ability to communicate effectively in both verbal and written formats with individuals or groups and give presentations up to Senior Executive level utilizing various audio/visual support aids

• Demonstrated ability to visualize the big picture, and to motivate work teams to establish goals and objectives and achieve superior results

• Possesses strong leadership and problem-solving skills and the ability to negotiate with and influence others across all organizational levels

• Ability to influence senior level executives to make appropriate business decisions

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

• Demonstrated excellent reasoning and analytical skills, with ability to develop detailed presentations

• Ability to exercise discretion and independent judgment in making decisions and interact effectively and positively with all levels of personnel, financial institutions and vendors

• Advanced proficiency in Microsoft Office suite

• Ability to travel as needed, less than 25%

About Velera

At Velera, inclusion isn’t an initiative – it’s how we work. Guided by a people‑helping‑people philosophy, we cultivate a culture where every employee feels valued, respected and empowered to do their best work. We’re committed to building a diverse workforce and fostering meaningful connection across our teams. Through a remote‑first, flexible environment, we prioritize psychological safety, wellbeing and belonging so individuals and teams can collaborate to thrive. Together, we’re shaping a new era of secure, innovative solutions for the clients and communities we serve. Learn more about what it’s like to work at Velera.

Pay Equity

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.