Pricing Consultant

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 Pricing Consultant leads pricing development and deal level profit and loss analysis to ensure competitive market pricing for all core lines of business (LOB) and dozens of supporting solutions. Incumbent will interact with internal senior management, Client Growth Management, Sales, Product, and Finance to incorporate competitive and market pricing, and will develop pricing strategies to help win new business and retain existing clients. This position will be required to interact with Credit Unions and banks in tandem with Sales and Account Management teams and lead discovery and design sessions as needed to ensure customer pricing approach is aligned with customer product mix objectives.

Day In the Life:

• Provide consultative support for Sales and Client Growth Management team on services to be utilized.

• Identify expectations and preferences of pricing element structure. Partners with Business Development to generate price proposals for renewals and net new sales. Create pricing proposals aligned with findings from discovery calls, emails, or CRM entries.

• Provides pricing guidance for renewals and net new deals, with a goal of maximizing profit margin while respecting competitive pressures.

• Develop complex financial analyses, pro forma models, and presentations that support needs of Client Growth Management with renewals and new business

• Partners with Business Development to generate price proposals for renewals and net new sales. Create pricing proposals aligned with findings from discovery calls, emails, or CRM entries.

• Present full pricing and incentive proposals, dividends, and value propositions internally and externally as requested.

• Develop, implement, and manage processes and procedures related to Velera pricing; work with other divisions to ensure authorizations are secured

• Analyze competitor data on pricing trends.

• Provide financial analysis, reporting, and modeling for core products and services and select ancillary products and services that cross multiple business units.  Support Credit, Debit, Billpay, and Contact Center Services & Solutions lines of business as well as Co-op Network ATM and POS Network, Zelle, and other products as commercialized.

• Drive innovation by developing, testing, and launching new pricing constructs to help business compete better in marketplace, while adhering to key pricing margins agreed upon by Client Growth Management and Finance teams.

• Manage workflow of proposal team via queue management, reporting, and/or centralized email boxes or CRM queues as assigned.

• Serves as a champion for enterprise-wide pricing efforts and ensures accurate and timely published pricing updates; disseminated to appropriate staff; implements and monitors historical pricing information, and collaborates with product on emerging trends, and presents any opportunities to adjust pricing methodology, driver base, or naming convention to market annually.

• Mentors and cross-trains Pricing Analysts in partnership with leadership team

• Perform other duties as assigned.

Qualifications:

• Bachelor’s degree in related field required.

• Master’s degree in a business discipline preferred.

• Master’s level degree or other related certification (CPA, CMA, CPCA) preferred.

• Seven (7) years business experience in a finance, or pricing role. Candidate must have a clear understanding of pricing theory and economics, as well as experience in creating and presenting strategic recommendations to senior-level management. Minimum of 4 years related financial analysis and complex financial modeling/data analysis work is required, or an equivalent combination of training or experience.

• Payment industry experience preferred. Experience working with high performing, cross functional team environments preferred. Experience with sales automation software preferred.

• Develops a strong understand of the underlying high level function, drivers of revenue/expense, and pricing of all Velera  products within the card, bill pay, contact center, EFT Network, Network ATM Only, Zelle, and other services lines of business as commercialized.

• Strong analytical skills with advanced knowledge of pricing analysis and financial model development, database software, data mining, and information extraction and other Velera analytics tools.

• Familiarity with Configure, Price, and Quote (CPQ) – Deal HUB preferred Familiarity with Customer Relationship Management Software – Salesforce.com preferred

• Ability to travel as needed, less than 5%

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

Actual Pay will be adjusted based on experience and other job-related factors permitted by law.

Great Work/Life 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

• Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions

Velera is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.

Velera is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following "EEO is the Law" Poster. Velera will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the legal duty to furnish information.

Velera is an E-Verify Employer. Review the E-Verify Poster here.  For information regarding your Right To Work, please click here.

This role is currently not eligible for sponsorship.

As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at [email protected] for assistance.