Marketing Consultant

About the role

The Marketing Consultant at Velera is responsible for providing expert marketing consulting that drives success for credit union clients. This role focuses on understanding client needs and delivering strategic marketing plans that maximize the success of their card portfolios.

Responsibilities

• 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.
• 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.
• 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.
• 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.
• 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.
• Keep current with industry developments, including Visa, MasterCard, Fiserv, and regulatory changes, to provide clients with informed recommendations.
• Identify and recommend process improvements to enhance efficiency, scalability, and productivity within the business unit.
• 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.
• Approach tasks with an entrepreneurial spirit and owner mentality, proactively seeking opportunities for innovation and growth.
• 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.
• Perform market research as needed to support campaign development and client consultation.
• Afford assistance 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 or 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.