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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in market research, competitive analysis, and strategic planning within the banking and credit union sectors. Proficient in developing sales strategies, enabling tools, and optimizing financial distribution channels to drive growth and revenue.
Highest-signal resume keywords
Market Research and AnalysisCompetitive IntelligenceSales Strategy DevelopmentFinancial Distribution OptimizationBanking and Credit Union Expertise
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Market ExpansionProduct PositioningKPI DevelopmentSales Automation SoftwareATM/Debit ProcessingFraud AnalysisCore and Analytic ToolsDigital Credit ProcessingShared BranchingCall Center Support
Soft Skills
Cross-Functional CollaborationLeadershipClient EducationChange ManagementCommunication
Certifications & Qualifications
Bachelor's Degree in Business AdministrationBachelor's Degree in Finance
Industry Keywords
BankingCredit UnionFinancial ServicesMarket IntelligenceCompetitive AnalysisStrategic PartnershipsRevenue ModelsEmerging MarketsSales EnablementIndustry Benchmarks
About the role
Key responsibilities & impact- Establish and support strategic initiatives within the Growth organization.
- Serve as a cross-functional change agent, collaborating with Product, Marketing, Technology, Sales, Client Growth, Project Delivery, Service, Finance and other teams.
- Conduct market research and analysis of emerging markets, trends, opportunities and risks.
- Track, analyze and activate competitive intelligence, including vendor activity, industry shifts, partner feedback, win/loss analyses, postmortems and buyer decision drivers.
- Lead Velera’s market intelligence and competitive insights function.
- Partner with executive leadership on emerging opportunities, competitive threats, sales execution, product investment and growth planning.
- Deliver recommendations on positioning, pricing models, sales strategies and product differentiation.
- Create sales enablement tools such as battlecards, competitive briefs, deal-support content and industry updates.
- Lead virtual and on-site diligence to identify prospect pain points and sales opportunities.
- Accompany client-facing teams to prospect meetings and gather information for sales strategies.
- Educate clients and coworkers on product positioning within the competitive landscape.
- Evaluate market and industry changes and report them to Growth organizations.
- Identify and implement distribution strategies to expand market reach and increase revenue.
- Identify strategic partnerships with financial institutions, technology providers and local businesses.
- Assist in creating revenue models for clients, prospects, markets and operational environments.
- Collaborate with product development teams on financial products and services for emerging markets.
- Develop and maintain Growth organization processes, policies and practices.
- Develop and implement KPIs for emerging-market and financial-distribution strategies.
- Provide training and support on operating in emerging markets.
- Serve as initiative leader for major, mission-critical change events.
- Participate in meetings, conferences and presentations and provide leadership as needed.
- Perform other duties as assigned.
Requirements
What you’ll need- Bachelor's degree in Business Administration, Finance, related field or equivalent combination of education and experience required.
- Seven (7) years experience in banking or credit union card processing with product and line of business expertise required.
- Five (5) years in a senior or subject matter expert position.
- Experience related to market expansion, financial distribution channel optimization, or similar field preferred.
- Experience with sales automation software preferred.
- Proficient mastery of Velera products and technology solutions and infrastructure, including ATM/Debit Processing, Fraud, Core and Analytic tools, Shared Branching, Call Center Support, Digital, Credit Processing and add-on services.
- Knowledge of banking and credit union markets.
- Knowledge of competitive analysis, industry benchmarks, and strategic market positioning.
- Ability to conduct market research and analysis.
- 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