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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing financial institution programs and projects, with a strong focus on client relationship management, strategic planning, and adherence to project management best practices. Proficient in utilizing PMO tools and understanding payments regulations to ensure successful project delivery.
Highest-signal resume keywords
Client Relationship ManagementProject Management Best PracticesFinancial Services ExperiencePgMP or PMP CertificationKnowledge of Payments Regulations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Program ManagementProject ImplementationKPI Metrics ReportingStrategic PlanningRisk ManagementSix Sigma MethodologiesECommerce KnowledgeCredit and Debit ProcessingPMO ToolsBusiness Management
Soft Skills
Client-Facing SkillsInfluencing SkillsCross-Functional CollaborationCommunication SkillsProblem-Solving Skills
Tools & Technologies
PMO ToolsService ApplicationsProject Management SoftwareReporting ToolsFinancial Institution Platforms
Certifications & Qualifications
PgMPPMP
Industry Keywords
Financial ServicesPayments RegulationsDodd-FrankClient Support EnvironmentIndustry-Standard Best Practices
Tech Stack
Tools & technologiesPMP
About the role
Key responsibilities & impact- Develop and execute client strategic plans with senior Velera leadership and assigned financial institution
- Provide centralized oversight of project and product implementations within the FI program
- Partner with Client Growth Management, Client Service Delivery, Project Delivery teams, vendors and business units
- Support and foster productive client relationships and advocate for the financial institution within Velera
- Build resolution action plans, monitor program risks and health, and address project-related issues
- Develop strategic roadmaps and manage delivery of FI program initiatives
- Plan, execute and deliver multiple programs and projects aligned with client strategic goals
- Establish relationships with executives, department heads and project implementation teams
- Maintain the FI program management framework, including scope, schedules and resource requirements
- Produce program status reports, KPI metrics, client presentations and business reviews
- Monitor progress and adherence to schedule, scope and quality standards; identify, mitigate and escalate risks and dependencies
- Serve as central point of contact among partners, Velera business units and clients
- Manage resolution communications and delivery of card processing implementations, product implementations and strategic initiatives
- Serve as management point of contact for project issues and escalated resolution
- Lead or participate in cross-functional projects
- Consult on solution development and support various Velera departments
- Maintain knowledge of PMO tools, products, service applications, regulations and program/project management practices
- Travel to financial institution and vendor locations and potentially work onsite with clients for extended periods
Requirements
What you’ll need- Bachelor’s Degree in related field; preferably in Systems or Business Management or equivalent combination of education and experience preferred
- Ten (10) years of experience in a client support environment required
- Five (5) years of financial services experience required
- Five (5) years of experience in credit, debit and/or eCommerce preferred
- Understanding of project management best practices and Six Sigma methodologies preferred
- PgMP or PMP preferred
- Strong client-facing and influencing skills
- Knowledge of partner organizations and platforms
- Working knowledge of program management and reporting PMO tools
- Knowledge of Velera products and service applications
- Understanding of payments regulations, including Dodd-Frank
- Knowledge of industry-standard best practices and PMO processes
- 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
