Marketing Consultant

About this role

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:
We are seeking a talented Marketing Consultant who will provide expert marketing consulting that drives success for our credit union clients. This role focuses on understanding client needs and delivering strategic marketing plans that maximize the success of their card portfolios. By leveraging data-driven insights, the Marketing Consultant transforms analytics into actionable recommendations, ensuring client growth and success through tailored marketing strategies.
The Marketing Consultant will be the primary point of contact for Velera clients, coordinating closely with internal teams, including Client Growth Executives, Marketing Specialists, Data Analysts, and Creative resources, to ensure the successful planning and execution of marketing campaigns.
This position requires a deep understanding of credit union member data, market conditions, and the competitive environment to deliver high-impact marketing solutions.
Day in the Life:

Client Consultation & Relationship Management:

Serve as the primary contact for assigned credit union clients, maintaining strong relationships at various levels of management.

Consult regularly with key personnel to identify, develop, and implement marketing strategies that leverage data insights to enhance client portfolio performance.

Strategic Marketing Planning:

Identify, develop, and implement strategic marketing campaigns that leverage client data to drive card portfolio growth and overall business success.

Create and manage detailed marketing plans, including overall project management and pro forma analysis, tailored to each client's needs.

Conduct post-mortem analyses to measure campaign effectiveness against performance targets.

Data Analysis & Insight Generation:

Utilize data analytics tools to conduct deep-dive investigations, identifying meaningful patterns, trends, and relationships in large datasets.

Transform raw data into actionable business information that informs strategic decisions and marketing recommendations.

Communication & Reporting:

Prepare and deliver clear, concise communication materials that summarize findings and support fact-based recommendations.

Provide regular performance measurements and insights to both clients and senior management, ensuring alignment with strategic objectives.

Collaboration & Subject Matter Expertise:

Collaborate with internal teams, including Client Growth Executives, Marketing Specialists, Data Analysts, and Creative resources, to ensure cohesive campaign execution.

Participate in and provide subject matter expertise for company-wide strategic initiatives, staying abreast of industry trends, products, and services.

Continuous Improvement:

Keep current with industry developments, including Visa, MasterCard, Fiserv, and regulatory changes, to provide clients with informed recommendations.

Stay updated on industry trends, competitive landscape, and advancements in marketing strategies and tactics, ensuring that recommendations are current and relevant.

Identify and recommend process improvements to enhance efficiency, scalability, and productivity within the business unit.

Professional Development:

Commit to ongoing learning in the ever-evolving financial services and technology sectors.

Engage in internal information-sharing opportunities to stay informed about company insights and best practices.

Entrepreneurial Mindset:

Approach tasks with an entrepreneurial spirit and owner mentality, proactively seeking opportunities for innovation and growth.

Risk Management & Compliance:

Monitor and assess risks associated with marketing initiatives, ensuring compliance with regulatory requirements and industry standards.

Maintain accurate documentation of work papers, data, plans, and results to support transparency and intellectual capital within the organization.

Additional Responsibilities:

Perform market research as needed to support campaign development and client consultation.

Assist with the billing and reconciliation of consulting services, managing client discounts and ensuring accurate financial tracking.

Take on additional duties as assigned by leadership to support the overall success of the Consulting Marketing team.

Qualifications:

Bachelor’s Degree in Business, Marketing, Mathematics, Accounting, Finance, Statistics other related field or combination of education and experience required.

MBA preferred.

Eight (8) years of marketing quantitative analysis experience and/or direct credit card, debit, and digital marketing required.

Client service experience. Knowledge of underwriting practices, collection practices, credit unions service models, credit and debit processing, fees, interchange, pricing and risk is essential.

About Velera

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.
Pay Equity
$95,800.00 - $124,500.00Actual Pay will be adjusted based on experience and other…