Sr Contact Center Performance Development Designer - Remote

Velera; United States; Remote; USD 61,000 - 94,000; Full time

Benefits offered by this job

Medical with telemedicine

Dental and Vision

401k with employer match

PTO

Tuition Reimbursement

Wellness program

Job summary

Velera is seeking a Senior CC Performance Development Designer to design, develop, and implement training solutions for the contact center. You will collaborate with SMEs, assess learning needs, and deliver measurable coaching and performance improvements that align with Velera's mission of dedicated, collaborative service.

This remote‑first role emphasizes applying adult learning principles and modern e‑learning tools to enhance employee performance and customer satisfaction across the

Qualifications

• Minimum three (3) years customer service experience, preferably in financial services.
• Strong design and curriculum development experience.
• Proven ability to design training for operational or corporate settings.

Responsibilities

• Collaborate with SMEs to gather content requirements and ensure accuracy.
• Create engaging learning experiences for diverse learners.
• Design training programs including gaming modules and instructor-led sessions.
• Identify process improvements to boost quality and efficiency.
• Coach and mentor staff to improve performance and service levels.

Skills

Verbal communication

Written communication

Analytical thinking

Project management

Multitasking

Adult learning

Instructional design

E-learning tools

Education

Bachelor's degree in Instructional Design

Certification in instructional design (plus)

Tools

Articulate

Captivate

Lemonade

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

The Senior CC Performance Development Designer assists the Strategic Leader of Development with creating content that encourages continued learning and measured performance improvement. We are seeking a dynamic and innovative Contact Center Operations Performance Improvement Designer to join our team. The primary responsibility of this role is to identify knowledge gaps within the operations team and design, develop, and implement impactful and measurable training solutions. Incumbent will assist with the supervision of staff to ensure that company standards are met, and the company policies and procedures are followed while ensuring customer satisfaction. The incumbent will be directly involved with management to deliver coaching and counseling to representatives.

The ideal candidate will have a strong background in adult learning instructional design, a keen understanding of operational processes, and a passion for driving employee development and operational excellence.

Day in the Life

• Collaborate with subject matter experts (SMEs) to gather and analyze content requirements, ensuring the accuracy and relevance of training materials.

• Utilize various instructional design methodologies to create impactful learning experiences that cater to diverse learning styles and needs.

• Design and develop engaging and effective training programs, including gaming modules, instructor‑led training, and self‑paced learning resources.

• Understand ratio of daily work volumes and adjust priorities with staff as needed to meet daily and monthly service level goals.

• Work with leadership to identify and implement process improvements to maximize quality, efficiency, and cost effectiveness of team; facilitate ongoing process improvements.

• Develop and implement training strategies that align with business goals, aiming to enhance employee performance and operational efficiency.

• Utilize operation reports to gauge effectiveness of learning solutions and identify areas for improvement, ensuring that training solutions are impactful and measurable.

• Create user‑friendly job aids and reference guides to support ongoing employee development and performance improvement.

• Partner with supervisors to strengthen employee performance, to include coaching, communicating employee progress toward goals, and report observable behavior patterns to supervisor.

• Track and document Representative performance, and provide feedback on daily work, service levels, and applicable performance metrics.

• Inspire and build team commitment by recognizing, rewarding, and encouraging successful performance through ongoing monitoring and hands on coaching.

• Review Representative errors and conduct call calibrations to provide feedback and coaching.

• Foster a culture of continuous learning and development by providing coaching, mentoring, and support to employees to encourage employee retention.

• Communicate effectively with stakeholders to gather feedback, share progress, obtain buy‑on, and implement necessary changes to training initiatives.

• Assist leadership and supporting departments to utilize the learning platform reports to gain insight into their team’s performance.

• Hold demonstrations of the learning platform and reporting data.

• Provide input to supervisors for representative’s quarterly performance review and participate in the quarterly review process when needed.

• Leverage record management system to archive and track training programs.

• Perform other duties as assigned.

Education

• High School Diploma or G.E.D. required.

• Degree in Instructional Design, Education, Training and Development, or a related field preferred

• Certification in instructional design or related field is a plus.

Experience

• Minimum three (3) years customer service required; preferably in the credit card/bill pay/branch services/lending industry.

• Strong design experience required.

• Proven experience in designing curriculum, preferably within an operational or corporate setting.

Knowledge, Skills, & Abilities

• Good verbal communication skills.

• Strong written skills.

• Analytical and problem‑solving abilities.

• Ability to work independently and collaboratively in a diverse environment.

• Ability to manage multiple projects, work in fast‑paced environment, and meet deadlines

• Demonstrated excellent analytical and quantitative skills

• Strong understanding of adult learning principles and instructional design methodologies.

• Proficiency in e‑learning authoring or gaming tools (e.g., Articulate, Captivate or Lemonade)

• Excellent project management skills with the ability to manage multiple projects simultaneously.

Additional Essential Functions and Responsibilities

• Regular and reliable attendance.

• Responsible for reporting risks that are identified to the appropriate team and/or management.

• Additionally, responsible for managing, monitoring and reporting risks within the scope of your work area, to include, but not limited to Information Security risks.

• Actively supports and embraces Velera's core values of Dedication, Collaboration, Belonging, Curiosity and Integrity.

Service Standards

• Responsible for ensuring that exceptional service is delivered to both internal and external clients by doing what’s right for credit unions.

• Demonstrate enthusiastic support of corporate mission, vision, core values and long‑term business objectives.

• Support a workplace where every employee feels valued, respected, and connected.

• Perform job duties within the company’s policies, procedures, service standards and the state and federal laws.

Physical Demands

• While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear

• Specific vision abilities required by this job include close vision

• Ability to occasionally lift/move up to 25 pounds

• Individuals with a disability who are otherwise able to perform the essential functions of the job may request a reasonable accommodation through the Human Resources department.

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

$60,500.00 - $77,100.00 - $93,700.00 of salary range

The anticipated hiring range for this position is typically between the minimum and midpoint of the posted salary range; however, actual compensation may vary based on a variety of factors, including relevant experience, skills and qualifications, education, internal equity, and overall business and budget considerations. Velera is committed to providing competitive compensation that reflects both individual role and responsibilities, individual performance, and market.

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.