[Hiring] Senior Market Strategy & Optimization Consultant @Velera

Role Description

The Senior Competitive Intelligence & Market Strategy Consultant is a strategic leader within the Growth organization responsible for identifying, assessing, and executing revenue growth opportunities across emerging markets, credit unions, and banking segments. This role drives enterprise-wide go-to-market strategies by leveraging competitive intelligence, market research, industry trends, and deep client and prospect discovery and optimization to align business opportunities with organizational growth objectives.

As a key partner to executive leadership, this individual unifies competitive intelligence, industry and market insights, client and prospect performance indicators, and cross-functional collaboration to develop data-driven growth strategies that strengthen sales effectiveness, improve client retention, accelerate market penetration, and enhance organizational readiness in an evolving financial services landscape.

Day in the Life

• Direct establishment and ongoing support for strategic initiatives within the Growth organization.
• Serve as a cross-functional change agent across the company, collaborating with multiple internal partners, including Product, Marketing, Technology, Sales, Client Growth, Project Delivery, Service, Finance, and other interdepartmental teams.
• Create and promote a collaborative work environment where knowledge and skills are shared.
• Exhibit proficient mastery of all Velera products and technology solutions.
• Conduct market research and analysis of emerging markets, identifying trends, opportunities, and risks.
• Understand the banking and credit union market and leverage competitive market intelligence.
• Track, analyze, and activate competitive intelligence, maintaining a comprehensive repository of vendor activity, industry shifts, partner feedback, win/loss analyses, and buyers’ decision drivers.
• Lead Velera’s market intelligence and competitive insights function.
• Partner with executive leadership to identify emerging opportunities and competitive threats.
• Ensure cross-channel alignment and cohesive strategy execution.
• Serve as a senior subject matter expert on competitive analysis, industry benchmarks, and strategic market positioning.
• Deliver executive-level recommendations to improve positioning, pricing models, sales strategies, and product differentiation.
• Partner with Growth leaders to operationalize insights that strengthen competitive performance.
• Oversee creation of strategic sales enablement tools.
• Lead and conduct virtual and on-site diligence to uncover prospecting pain points and sales opportunities.
• Accompany client-facing teams for prospect meetings to gather information about prospects' business.
• Serve as an educational resource and Subject Matter Expert (SME) on market strategy.
• Gather and maintain competitive intelligence to educate clients and co-workers.
• Evaluate and understand market and industry changes and significant events.
• Identify and implement new distribution strategies to expand market reach.
• Participate in various meetings, conferences, and presentations as assigned.
• Identify and establish strategic partnerships with key stakeholders.
• Assist in creating revenue models for clients, prospects, and the organization.
• Leverage knowledge of the strategic planning process.
• Collaborate with product development teams to determine financial products and services.
• Develop and maintain processes, policies, and practices within the Growth organization.
• Develop and implement key performance indicators (KPIs) to monitor success.
• Provide training and support to internal teams on operating in emerging markets.
• Serve as initiative leader for major, mission-critical change events.
• Perform other duties as assigned.

Qualifications

• 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.

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