Velera
Velera
1,001 – 5,000 Employees
ConsultingFintechMarketing
Velera develops payment and banking technology for financial institutions. Its solutions include digital card issuance, digital wallets, the Co-op Pay network, ATM terminal driving, and tools for fraud prevention and identity authentication through scoring and decision-making capabilities. The company also provides consulting focused on growth and marketing, supporting financial institutions as they develop digital banking services and fintech operations.

Client and Executive Experience Center Advisor at Velera — Tampa Hybrid

Lead executive briefings, guided tours, presentations, and visitor programs for Velera’s Tampa Experience Center. Maintain exhibits, coordinate stakeholders, and represent the company’s payments and financial technology solutions.

Description

  • Shape and refine the Experience Center engagement strategy.
  • Partner with senior leaders to connect visitor experiences with enterprise priorities and strategic initiatives.
  • Greet and register Experience Center visitors.
  • Plan and lead guided tours for clients, prospects, partners, employees, executives, analysts, and community groups.
  • Present Velera’s history, mission, values, offerings, innovations, advocacy, and strategic direction.
  • Adapt tour content, messaging, and presentation routes to each audience’s interests, industry, role, and objectives.
  • Oversee tour schedules, pacing, visitor flow, and onsite logistics.
  • Represent Velera as a company spokesperson and brand ambassador.
  • Keep current on the credit union, banking, and broader financial services sectors.
  • Track company developments, product releases, strategic programs, and relevant industry trends.
  • Maintain working knowledge of Velera’s products, solutions, services, and technology.
  • Ensure presentations follow marketing, communications, and corporate brand standards.
  • Build productive relationships with visitors and internal partners.
  • Keep exhibits, displays, demonstration zones, and meeting rooms presentation-ready.
  • Schedule visitors and manage executive briefing programs.
  • Coordinate visit preparation with growth, executive, marketing, events, and other stakeholders, then contribute to post-event reviews.
  • Track exhibit performance and work with internal teams to address problems.
  • Operate interactive exhibits, presentation platforms, audiovisual equipment, and digital collaboration tools.
  • Resolve basic technology problems during tours and executive briefings.
  • Maintain tour calendars, visitor documentation, and attendance reporting.
  • Support special events, client and prospect meetings, executive visits, and community outreach.
  • Provide leadership with guidance on visitor engagement, executive briefings, and Experience Center performance and design.
  • Contribute to ongoing improvement efforts.
  • Guide cross-functional partners in delivering executive engagement programs.
  • Handle additional responsibilities as assigned.

Requirements

  • Bachelor’s degree in communications, marketing, public relations, business, or a related discipline is required.
  • Seven or more years of experience in strategic marketing, marketing communications, sales, or product development is required.
  • Experience in marketing, executive briefing programs, event management, and/or client experience.
  • Demonstrated ability to deliver engaging presentations and lead discussions with executive, client, and industry audiences.
  • Outstanding verbal, written, presentation, and interpersonal communication skills, supported by strong executive presence and business judgment.
  • Strongly preferred: knowledge of financial services and credit unions, payment and digital technology products, and the competitive landscape.
  • Ability to tell compelling stories and present effectively to clients, executives, board members, and industry professionals.
  • Customer-focused approach with the flexibility to respond to individual client needs.
  • Executive presence is required.
  • Adaptable and professional when delivering programs onsite.
  • Collaborative approach to working with Velera’s growth organization, facilities team, and technology partners.
  • Problem-solving ability and technical fluency for managing onsite presentation equipment and data.
  • Excellent time management.
  • Highly attentive to detail.
  • Strong commitment to representing and promoting the brand.
  • Dedication to ongoing learning.
  • Experience leading executive briefings, client engagement programs, high-profile events, or customer experience initiatives.
  • Professional facilitation, public speaking, executive briefing, or docent training is preferred.
  • Must live in or within a reasonable commuting distance of Tampa, Florida.
  • This position is not currently eligible for sponsorship.

Benefits

  • Competitive pay
  • Medical coverage with telemedicine
  • Dental and vision coverage
  • Basic and optional life insurance
  • Paid time off
  • Maternity, parental, and family-care leave
  • Community volunteer time off
  • Twelve paid holidays
  • Company-funded disability insurance
  • 401(k) with employer matching
  • Health Savings Account with company contributions
  • Flexible Spending Account
  • Supplemental insurance
  • Mental health and well-being support through an Employee Assistance Program
  • Tuition reimbursement
  • Wellness program
  • Flexible work-from-home options when onsite events or business needs do not require office support
  • Remote-first and flexible work environment
  • Focus on psychological safety, well-being, and belonging

Related Jobs