Velera
Finance / FinServ
ConsultingCampaignManager
Neural analysis suggests this role is
optimal for Mid candidates.
“Consulting Campaign Manager at Velera. Skills: client-facing campaign management, marketing program management, consultative service delivery, multi-channel campaign plans, digital marketing channels, campaign analytics, CRM systems, marketing automation platforms, consumer data segmentation, performance reporting, data-driven optimization, project management, organizational skills, prioritization skills, communication, presentation, collaboration, influence. Manage a defined portfolio of subscr”
Industry & Context.
Proactively identify execution risks or bottlenecks and recommend solutions to maintain progress and client satisfaction; Resolve standard issues independently and escalate when scope, cost, or risk thresholds are exceeded
Position may require less than 25% travel per year
What They're Looking For.
Must Have
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, 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, 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, Bachelor’s degree in marketing, communications, business, or related field
What You'll Do.
Manage a defined portfolio of subscription‑based marketing consulting clients
Serve as the primary day‑to‑day consulting partner for the execution of structured
multi‑channel B2C campaigns
Provide independent recommendations within established program frameworks
Accountable for end‑to‑end campaign delivery
and demonstrated results within the subscription model
Serve as the primary relationship owner for an assigned portfolio of subscription clients
Deliver a professional
and strategically aligned consulting partnership
Lead recurring client meetings to assess objectives
and communicate next steps and outcomes
Independently advise clients on campaign prioritization
and channel mix within approved program offerings
using performance insights and best practices
Translate client goals into actionable campaign plans
Guide clients through trade‑offs related to timing
and operational constraints
Own end‑to‑end campaign lifecycle delivery
and post‑campaign reporting
Interpret campaign performance
and translate insights into client‑facing recommendations tied to measurable outcomes
Maintain a forward‑looking campaign calendar ensuring delivery is on time
and aligned to program standards
Lead cross‑functional coordination across consulting
and client stakeholders to ensure clarity on requirements
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 events
Resolve standard issues independently and escalate when scope
or risk thresholds are exceeded
Monitor subscription engagement and recommend actions to improve adoption and demonstrate value and ROI
and expansion indicators within existing offerings
Collaborate with Marketing Consultants on advanced engagements
Support renewal readiness through documented outcomes and clear articulation of value delivered
and billing inputs using approved templates
Ensure accurate documentation and timely handoffs
Exercise independent judgment within defined program offerings while adhering to established policies
and service standards
How You'll Work.
Team & Collaboration
Partner with and escalate to a Marketing Consultant and/or leadership for non-standard client requests, expanded scope, or complex strategic advisory needs; Lead cross‑functional coordination across consulting, operations, data/segmentation, creative, production, vendors, and client stakeholders; Communicate decisions clearly and influence partner teams to resolve issues and deliver commitments; Collaborate with Marketing Consultants on advanced engagements
Communication Scope
Excellent communication and presentation skills; Communicate decisions clearly; Manage client communications during unforeseen events; Resolve standard issues independently; articulation of value delivered
Process & Methodology
project management, organizational skills, prioritization skills, Proven ability to manage multiple initiatives simultaneously while meeting deadlines and quality standards, Own end‑to‑end campaign lifecycle delivery, including planning, coordination, approvals, deployment, and post‑campaign reporting, 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
Full Job Description
# **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:** The **Consulting Campaign Manager** manages a defined portfolio of subscription‑based marketing consulting clients and serves as the primary day‑to‑day consulting partner for the execution of structured, multi‑channel B2C campaigns. The role provides independent recommendations within established program frameworks, playbooks, and templates, and is accountable for end‑to‑end campaign delivery, client experience, utilization, and demonstrated results within the subscription model. For non‑standard client requests, expanded scope, or complex strategic advisory needs, the role partners with and escalates to a Marketing Consultant and/or leadership. **Day in the Life:** **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 rep
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