VP, Insights - Remote

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 VP, Insights will create, manage and motivate a team of highly skilled individuals responsible to provide expertise and support to the Growth, Product and Marketing teams, as well as the Executive Leadership Team in areas of payments research, client sentiment and engagement research and enhancement planning, RFP and due diligence development, industry analyst engagement, and ongoing industry/market and competitive analysis. The incumbent will have customer visibility up to and including CEO-level and will regularly interact at a strategic level with the Growth teams and their leadership, our external business partners and Service divisions.

Day in the Life:

• Conducts, directs and supports pertinent research, and receives data from external and internal sources, including, but not limited to, market trends, industry developments, competitor trends, brand sentiment, primary research, consumer research (Eye on Payments), etc.; guides the analysis and interpretation of data into meaningful and usable action items.

• Orchestrates the strategy and development for the monthly Payments Index, including analysis, content focus, report development and value creation; produces quarterly versions to support regional, bank and partner needs for similar content.

• Leads and manages the entire organizational client feedback process, including the annual sentiment study, transactional surveys to assess client engagement at various points in the relationship and other client feedback demands as needed, including for the product and consulting teams.Leverages the client feedback process, especially the annual sentiment study, to identify strategic areas for business process improvement, and partners with business unit leaders to develop action steps to drive these enhancements.

• Maintains direct and ongoing client visibility towards meeting and exceeding Velera goals with respect to overall satisfaction, NPS, sales and service goals, etc.

• Provides ownership and oversight to the RFP process (including development of ongoing RFP strategy, creation of RFP and due diligence responses and assistance in delivering RFP responses) and assistance in Velera contractual logistics (including contract