Client Delivery Analyst III (CDE PMO Pilot Commercialization)

Velera Solutions, LLC; United States; Remote; USD 76,000 - 97,000; Full time

Benefits offered by this job

Medical with telemedicine

401k with employer match

PTO

Maternity, Parental, Family Care

Holiday pay

Job summary

Velera is seeking a Client Delivery Analyst III to drive successful implementations of complex debit/credit projects for financial institutions. You will lead client consultations, map requirements, and coordinate project plans with vendors to ensure timely delivery.

Responsibilities include gap analysis, testing, post-implementation support, and knowledge transfer to junior staff. A background in Connex System and payments is highly valued in a remote-first environment.

Qualifications

• Bachelor’s degree in related field or equivalent experience.
• Seven years of experience in the payment processing industry.
• Five years of experience in business or system analysis.
• Three years of client facing project support experience.
• Connex System experience strongly desired.

Responsibilities

• Lead client consultations on business and technical requirements.
• Coordinate all phases of project delivery and testing.
• Provide post-implementation support and on-site assistance as needed.
• Mentor less tenured Analysts and assist in training.

Skills

Six Sigma

Project management

Client facing

Payment processing

Gap analysis

Education

Bachelor’s degree in related field

Six Sigma Certification

Project Management Certification

Tools

Connex System

Job description

Join the People Helping People 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.

Opportunity

Note: Connex System experience highly desired and interest in learning Optis or some Optis knowledge is a plus

The Client Delivery Analyst III supports the successful implementation of various complex financial institution debit and/or credit projects through execution of various technical tasks and quality checks. Incumbent will lead client consultation on business and technical requirements, and incorporate the requirements into the overall project plan. Incumbent will be assigned complex, highly visible client projects, and will assume technical leadership role for assigned projects, coordinating all phases of operational implementation of technical project deliverables.

Day in the Life

Meet with client to discuss specifications for complex projects, work with client and vendors to determine project options, and facilitate meeting with key client personnel as needed. Complete Gap Analysis, as needed, to define system set-up requirements. Provide consulting and guidance to client on the best approach to meet their business requirements for assigned implementations. Understand client business requirements; communicate between technical groups at client and vendor locations and data map technical files between systems. Work with client staff and vendors to execute the project plan, ensuring technical tasks are completed accurately and on time. Identify and report outstanding issues to the assigned project manager; assist with issue resolution. Ensure quality in implementation process; Communicate technical aspects and requirements of Implementations with third-party vendors and internal Project Support Team. Validates system parameters and conducts testing; modifying program parameters when necessary. Provide technical support to clients during the design, development, and implementation phases of the project. Provide extended hour post-implementation support for projects, and occasional on-site support as needed. Follows change control and appropriate change management processes and helps ensure less tenured Business Analyst- Project Consultants understand and follow these processes. Develops working relationships with clients and internal business partners/ project team members to effectively communicate and successfully deliver complex project implementations. Assist with identifying improvements to the defined processes within the department. Assists with training and mentorship of less tenured Analysts. Assists in developing new product/ service requirements templates and procedural steps Understand and complete tasks associated with various types of department projects Provide after-hours on-call support for project installations as needed. Perform other duties as assigned.

Qualifications

• Bachelor’s degree in related field and/or equivalent combination experience and education is required.
• Training in Six Sigma Methodology and project management certification preferred.
• Seven (7) years of related experience in the payment processing industry required.
• Thorough understanding of payment card products, support services and processes required.
• Five (5) years of related experience in business or system analysis required.
• Three (3) years of client facing project support experience required.
• Connex System experience strongly desired.
• Experience required completing card processing conversions that require migrating data from one processing platform to another.

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

Pay Equity $75,800.00 - $96,700.00. 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 [e-mail] for assistance.

Your voice. Our velocity. Shaping a new era together.

Remote by Design

Our remote-first culture is built for collaboration, flexibility and connection – bringing people together in person when it matters. Flexible time off and healthy working norms support wellbeing and psychological safety, while integrity-driven leadership empowers you to do your best work.

Strength in Stability

With more than 40 years of fintech innovation, Velera offers the stability of a trusted legacy with the momentum of forward‑thinking solutions. We enable thousands of financial institutions and the communities they serve through secure, leading‑edge technology and partnership.

Explore velera.com to learn more about how Velera is advancing our purpose of accelerating partners’ success through innovative financial technology and inspired service.

At Velera, the nation’s premier payments credit union service organization (CUSO) and an integrated financial technology solutions provider, you’ll be part of a team committed to the long‑term growth and success of financial institutions, our employees and our industry.

United by Purpose Our employees are united by a people‑helping‑people purpose that guides how we show up every day. A culture rooted in taking ownership and doing what’s right has fostered long‑term dedication and earned Velera recognition for both our inclusive culture and commitment to excellence.

Your Story Shapes Our Culture Connection and recognition are core to who we are. We cultivate inclusion, celebrate employees who live our values and create meaningful opportunities for engagement that build strong relationships and a true sense of belonging across our teams.