Consulting Operations Analyst

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.

We are seeking a talented Consulting Operations Analyst who will administer and optimize the systems, processes, and workflows that support Advisors Plus consulting services. Serving as the primary administrator for Adobe Workfront and other key business platforms, this role drives workflow automation, process improvement, reporting, and operational efficiency across the organization.

• Serve as the primary administrator for Adobe Workfront, including system configuration, maintenance, governance, user administration, and optimization.
• Build and maintain integration between Adobe Workfront and other critical systems, such as Salesforce, using the low-code Adobe Workfront Fusion integration and work automation platform.
• Design, implement, and maintain workflow automation solutions that improve operational efficiency and reduce manual effort.
• Document business rules, operating procedures, and process handoffs.
• Evaluate operational metrics and identify opportunities for efficiency, automation, and capacity improvements.
• Evaluate existing business processes and identify opportunities to streamline workflows, improve scalability, create integration and enhance operational effectiveness across Workfront and other critical systems.
• Partner with business leaders and stakeholders to gather requirements, document business needs, and develop technology-enabled solutions.
• Configure and maintain Workfront objects, templates, forms, queues, reports, dashboards, resource management tools, and workflow processes.
• Develop or partner with cross-functional teams to develop and maintain operational dashboards, reports, and metrics to provide visibility into project delivery, resource utilization, performance, and business outcomes across Workfront and other critical systems.
• Monitor system performance, data quality, and process compliance to ensure reliable and effective business operations.
• Lead change management activities associated with process improvements, system enhancements, and new technology implementations.
• Develop documentation, standard operating procedures, training materials, and user guides for systems and processes.
• Provide end-user support, troubleshooting, and training to maximize platform adoption and effectiveness.
• Collaborate with internal technology teams, vendors, and business stakeholders to support integrations, enhancements, and future system capabilities.
• Support testing, implementation, and deployment of system enhancements and process improvements.
• Research platform capabilities, industry best practices, and emerging technologies to identify opportunities for continuous improvement.
• Maintain appropriate system controls, governance standards, and operational documentation.
• Perform all other duties as assigned.

• Bachelor's degree in Business, Engineering, Information Systems, Technology, or related field, or equivalent combination of education and experience required.
• Three (3) to five (5) years of experience administering and supporting business systems, workflow platforms, project management systems, or related technologies.
• Demonstrated experience administering Adobe Workfront in a business environment required.
• Experience with business process analysis, workflow design, process improvement, or operational excellence initiatives required.
• Experience developing reports, dashboards, and business performance metrics required.
• Experience supporting business users through training, troubleshooting, and change management activities required.
• Experience with Adobe Workfront Fusion preferred.
• Experience with Salesforce preferred.
• Position may require less than 25% travel per year.

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.