Consulting Operations Analyst

Velera Solutions, LLC; United States; Remote; USD 85,000 - 108,000; Full time

Benefits offered by this job

Medical with telemedicine

Dental and Vision

Life Insurance

PTO & Holidays

401k with company match

HSA with employer contributions

FSA

Wellness program

Employee Assistance Program

Job summary

Velera seeks a Consulting Operations Analyst to administer and optimize Adobe Workfront and other key platforms, driving automation, reporting, and operational efficiency across the organization. You will configure Workfront, build integrations with Salesforce using Fusion, and lead change management while partnering with business leaders to deliver technology-enabled solutions.

In this remote-first role, you will develop dashboards and metrics to monitor project delivery, resource utilization,

Qualifications

• Bachelor's degree in Business, Engineering, Information Systems, Technology, or related field, or equivalent combination of education and experience required.
• 3–5 years of experience administering and supporting business systems, workflow platforms or related technologies.
• Demonstrated experience administering Adobe Workfront in a business environment.
• Experience with business process analysis, workflow design, process improvement, or operational excellence initiatives.
• Experience developing reports, dashboards, and business performance metrics.
• Experience supporting business users through training, troubleshooting, and change management activities.
• Experience with Adobe Workfront Fusion preferred.
• Experience with Salesforce preferred.
• Position may require less than 25% travel per year.

Responsibilities

• Serve as the primary administrator for Adobe Workfront: configuration, maintenance, governance, user administration, and optimization.
• Build and maintain integration between Adobe Workfront and Salesforce using Fusion and low-code platforms.
• Design, implement, and maintain workflow automation to improve efficiency and reduce manual effort.
• Document business rules, operating procedures, and process handoffs.
• Evaluate metrics and identify opportunities for efficiency, automation, and capacity improvements.
• Collaborate with leaders to gather requirements and develop technology-enabled solutions.
• Configure and maintain Workfront objects, templates, forms, queues, reports, dashboards, and resource management tools.
• Develop or partner on dashboards and reports to provide visibility into project delivery and performance.
• Monitor system performance, data quality, and process compliance; lead change management for improvements.
• Create training materials and user guides; provide end-user support and troubleshooting.
• Collaborate with internal tech teams, vendors, and stakeholders for integrations and enhancements.
• Support testing, implementation, and deployment of system enhancements.
• Research best practices and emerging tech to identify continuous improvement opportunities.

Skills

Workfront admin

Process analysis

Workflow design

Reporting dashboards

Training & support

Salesforce integration

Workfront Fusion

Education

Bachelor's degree

Tools

Adobe Workfront

Salesforce

Workfront Fusion

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.

The Opportunity

We are seeking a talented Consulting Operations Analyst who will administer and optimize the systems, processes, and workflows that support Advisors Plus consulting services. Serving as the primary administrator for Adobe Workfront and other key business platforms, this role drives workflow automation, process improvement, reporting, and operational efficiency across the organization.

Day in the Life

• Serve as the primary administrator for Adobe Workfront, including system configuration, maintenance, governance, user administration, and optimization.
• Build and maintain integration between Adobe Workfront and other critical systems, such as Salesforce, using the low-code Adobe Workfront Fusion integration and work automation platform.
• Design, implement, and maintain workflow automation solutions that improve operational efficiency and reduce manual effort.
• Document business rules, operating procedures, and process handoffs.
• Evaluate operational metrics and identify opportunities for efficiency, automation, and capacity improvements.
• Evaluate existing business processes and identify opportunities to streamline workflows, improve scalability, create integration and enhance operational effectiveness across Workfront and other critical systems.
• Partner with business leaders and stakeholders to gather requirements, document business needs, and develop technology-enabled solutions.
• Configure and maintain Workfront objects, templates, forms, queues, reports, dashboards, resource management tools, and workflow processes.
• Develop or partner with cross-functional teams to develop and maintain operational dashboards, reports, and metrics to provide visibility into project delivery, resource utilization, performance, and business outcomes across Workfront and other critical systems.
• Monitor system performance, data quality, and process compliance to ensure reliable and effective business operations.
• Lead change management activities associated with process improvements, system enhancements, and new technology implementations.
• Develop documentation, standard operating procedures, training materials, and user guides for systems and processes.
• Provide end-user support, troubleshooting, and training to maximize platform adoption and effectiveness.
• Collaborate with internal technology teams, vendors, and business stakeholders to support integrations, enhancements, and future system capabilities.
• Support testing, implementation, and deployment of system enhancements and process improvements.
• Research platform capabilities, industry best practices, and emerging technologies to identify opportunities for continuous improvement.
• Maintain appropriate system controls, governance standards, and operational documentation.
• Perform all other duties as assigned.

Qualifications

• Bachelor's degree in Business, Engineering, Information Systems, Technology, or related field, or equivalent combination of education and experience required.
• Three (3) to five (5) years of experience administering and supporting business systems, workflow platforms, project management systems, or related technologies.
• Demonstrated experience administering Adobe Workfront in a business environment required.
• Experience with business process analysis, workflow design, process improvement, or operational excellence initiatives required.
• Experience developing reports, dashboards, and business performance metrics required.
• Experience supporting business users through training, troubleshooting, and change management activities required.
• Experience with Adobe Workfront Fusion preferred.
• Experience with Salesforce preferred.
• Position may require less than 25% travel per year.

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

$84,900.00 - $108,200.00 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.

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.

United by Purpose

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.

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.

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.