Client Delivery Analyst III (CDE PMO Pilot Commercialization)

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.

*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.

• 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.

• 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. 

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.

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.