Client and Executive Experience Center Advisor

Velera

. Develop and continuously evolve the Experience Center engagement strategy to support organizational growth, executive relationship-building and corporate brand initiatives.

Posted 9/18/2026full-timeFlorida • United StatesMid-LevelSenior💰 $84,900 - $108,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in strategic marketing and executive engagement, with a strong focus on delivering compelling presentations and managing visitor experiences. Proficient in utilizing technology for presentations and maintaining high standards of communication and brand advocacy.

Highest-signal resume keywords

Strategic Marketing ExperienceExecutive Briefing Program ManagementPresentation ExcellenceVisitor Engagement CoordinationCollaboration with Cross-Functional Teams

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Strategic MarketingEvent ManagementClient ExperiencePresentation DevelopmentStorytellingProblem-SolvingTime ManagementAttention to DetailCustomer-Centric MindsetPublic Speaking

Soft Skills

Exceptional Verbal CommunicationInterpersonal CommunicationAdaptabilityProfessionalismTeamwork

Tools & Technologies

CRM PlatformsEvent Management SoftwareVisitor Management SystemsAV EquipmentDigital Collaboration Tools

Industry Keywords

Financial ServicesCredit Union IndustryPayment TechnologyDigital Technology ProductsCompetitive Landscape

About the role

Key responsibilities & impact

Develop and continuously evolve the Experience Center engagement strategy to support organizational growth, executive relationship-building and corporate brand initiatives.
Collaborate 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, industry 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.
Stay informed about Velera news, product updates, strategic initiatives and industry trends.
Maintain knowledge of Velera’s products, solutions, services and technology.
Deliver messaging aligned with marketing, communications and corporate branding standards.
Maintain readiness and presentation standards of exhibits, displays, demonstration areas and meeting spaces.
Coordinate visitor schedules and support executive briefing programs.
Collaborate with growth, executive, Marketing, events and other stakeholders before and after experience center visits.
Monitor exhibit functionality and resolve issues with internal teams.
Use and troubleshoot interactive exhibit technologies, presentation systems, AV equipment and digital collaboration tools.
Ensure visitor safety, security and confidentiality protocols.
Maintain tour schedules, visitor records and attendance metrics.
Assist with special events, client and prospect engagements, executive visits and community outreach programs.
Advise leadership on visitor engagement, executive briefings and experience center performance and design.
Support continuous improvement initiatives to elevate visitor experience.
Influence cross-functional partners to deliver cohesive 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.
Ability to troubleshoot basic technology issues during tours and executive briefings.
Experience working with CRM, event management and visitor management platforms.
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
Remote-first, flexible environment
Psychological safety, wellbeing and belonging