Consulting Campaign Manager - Remote

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.

• Lead recurring client meetings to assess objectives, confirm priorities, manage expectations, and communicate next steps and outcomes.

• Independently advise clients on campaign prioritization, sequencing, timing, and channel mix within approved program offerings, using performance insights and best practices.

• Translate client goals into actionable campaign plans and guide clients through trade‑offs related to timing, scope, channel selection, budget, and operational constraints.

• Own end‑to‑end campaign lifecycle delivery, including planning, coordination, approvals, deployment, and post‑campaign reporting.

• Interpret campaign performance results; identify trends, risks, and opportunities; and translate insights into client‑facing recommendations tied to measurable outcomes.

• Maintain a forward‑looking campaign calendar ensuring delivery is on time, within scope, and aligned to program standards.

• Lead cross‑functional coordination across consulting, operations, data/segmentation, creative, production, vendors, and client stakeholders to ensure clarity on requirements, timelines, ownership, and dependencies.

• Communicate decisions clearly and influence partner teams to resolve issues and deliver commitments.

• Proactively identify execution risks or bottlenecks and recommend solutions to maintain progress and client satisfaction.

• Manage client communications during unforeseen issues; resolve standard issues independently and escalate when scope, cost, or risk thresholds are exceeded.

• Monitor subscription engagement and utilization; recommend actions to improve adoption and demonstrate value and ROI.

• Identify upsell, cross‑sell, and expansion indicators within existing offerings and collaborate with Marketing Consultants on advanced engagements.

• Support renewal readiness through documented outcomes and clear articulation of value delivered.

• Coordinate SOW, SLA, and billing inputs using approved templates and workflows; ensure accurate documentation and timely handoffs.

• Exercise independent judgment within defined program offerings while adhering to established policies, templates, and service standards.

• Bachelor’s degree in marketing, communications, business, or related field.

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.

Actual Pay will be adjusted based on experience and other job-related factors permitted by law.