Consulting Campaign Manager

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Velera

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💳 Fintech

🏦 Banking

Fintech • Banking • Financial Technology

Velera is a company that provides a wide range of solutions for financial institutions, focusing on payment and banking technology. The company offers services in digital card issuance, digital wallets, and provides a co-op pay network and ATM terminal driving. Velera integrates sophisticated scoring and decision-making tools for fraud prevention and identity authentication. It also offers strategic consulting services for growth and marketing. Velera positions itself as a partner in digital banking and financial technology innovation.

📋 Description

• Serve as the primary relationship owner for an assigned portfolio of subscription clients, delivering a professional, responsive, and strategically aligned consulting partnership. • 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.

🎯 Requirements

• 3–5 years of experience in client‑facing campaign management, marketing program management, or consultative service delivery. • Demonstrated experience translating client objectives into multi‑channel campaign plans with measurable outcomes. • Strong understanding of digital marketing channels and campaign analytics. • Experience with CRM systems and marketing automation platforms (e.g., Salesforce, HubSpot, or equivalent). • Familiarity with consumer data segmentation, performance reporting, and data‑driven optimization. • Knowledge of financial institution products, consumer needs, and applicable marketing and regulatory considerations. • Strong project management, organizational, and prioritization skills. • Excellent communication and presentation skills with the ability to collaborate and influence cross‑functional partners. • Proven ability to manage multiple initiatives simultaneously while meeting deadlines and quality standards. • Position may require less than 25% travel per year.

🏖️ 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