Client and Executive Experience Center Advisor

Velera

. Develop and continuously evolve the Experience Center engagement strategy.

Posted 10/7/2026full-timeTampa • Florida • United StatesMid-LevelSenior💰 $84,900 - $131,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in strategic marketing, executive briefing programs, and client engagement initiatives, with a strong focus on delivering compelling presentations and fostering relationships with diverse audiences. Maintains a deep understanding of the financial services industry and excels in utilizing presentation technologies to enhance visitor experiences.

Highest-signal resume keywords

Strategic Marketing ExperienceExecutive Briefing Program ManagementCompelling Presentation DeliveryFinancial Services Industry KnowledgeCustomer-Centric Mindset

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Strategic MarketingEvent ManagementPresentation DevelopmentClient EngagementStorytellingProblem-SolvingTime ManagementAttention to DetailPublic SpeakingFacilitation

Soft Skills

Exceptional Communication SkillsCollaborationAdaptabilityProfessionalismStrong Executive Presence

Tools & Technologies

Interactive Exhibit TechnologiesPresentation SystemsAV EquipmentDigital Collaboration Tools

Industry Keywords

Financial ServicesCredit UnionDigital Technology ProductsMarketing CommunicationsClient Experience

About the role

Key responsibilities & impact

Develop and continuously evolve the Experience Center engagement strategy.
Collaborate directly with senior leadership to align visitor experiences with enterprise priorities and strategic initiatives.
Welcome and register visitors.
Create and conduct guided tours for clients, prospects, partners, employees, executives, analysts and community groups.
Develop and deliver presentations communicating Velera’s story, mission, values, products, services, innovations, advocacy and strategic vision.
Tailor tour content, messaging and presentation pathways to audience interests, industry, role and business objectives.
Manage onsite tour flow, timing and logistics.
Serve as a company representative and brand ambassador.
Maintain knowledge of the credit union, banking and financial services industries.
Stay informed about company news, product updates, strategic initiatives and industry trends.
Maintain understanding of Velera products, solutions, services and technology.
Deliver messaging aligned with marketing, communications and corporate branding standards.
Foster relationships with visitors and internal stakeholders.
Maintain readiness and presentation standards of exhibits, displays, demonstration areas and meeting spaces.
Coordinate visitor schedules and executive briefing programs.
Prepare for experience center visits with growth, executive, marketing, events and other stakeholders; participate in post-event analysis.
Monitor exhibit functionality and resolve issues with internal teams.
Use interactive exhibit technologies, presentation systems, AV equipment and digital collaboration tools.
Troubleshoot basic technology issues during tours and executive briefings.
Maintain tour schedules, visitor records and attendance metrics.
Assist with special events, client/prospect engagements, executive visits and community outreach.
Advise leadership on visitor engagement, executive briefings and experience center performance and design.
Support continuous improvement initiatives.
Influence cross-functional partners to deliver executive engagement programs.
Perform other duties as assigned.

Requirements

What you’ll need

Bachelor’s degree in Communications, Marketing, Public Relations, Business or a related field required.
At least 5-7 years of experience in strategic marketing, marketing communications, sales or product development required.
Background in marketing, executive briefing programs, event management and/or client experience.
Proven ability to deliver compelling presentations and facilitate discussions with executive, client, and industry stakeholder audiences.
Exceptional verbal, written, presentation and interpersonal communication skills required with strong executive presence and acumen.
Knowledge of the financial services and credit union industry, payment and digital technology products, and competitive landscape strongly preferred.
Storytelling and presentation excellence to all levels of audience including clients, executive management, board members and industry professionals.
Customer-centric mindset to adapt to individual client needs.
Executive presence is required.
Adaptability and professionalism for onsite delivery and execution.
Collaboration and teamwork with Velera’s growth organization, facilities team and technology partners.
Problem-solving and technical understanding to utilize and manage onsite presentation equipment and data.
Exceptional time management skills.
High attention to detail.
Strong brand advocacy.
Commitment to continuous education.
Experience leading executive briefing programs, client engagement initiatives, high-profile events, or customer experience programs.
Professional facilitation, public-speaking, executive briefing or docent training preferred.
Must be located in or within a reasonable commuting distance of Tampa, Florida.
This role is currently not eligible for sponsorship.

Benefits

Comp & perks

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
Flexible work from home when no onsite events or business needs require in-office support
Remote-first, flexible environment
Psychological safety, wellbeing and belonging