Revenue Operations & Reporting Analyst

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 Revenue Operations and Reporting Analyst role supports the financial and operational infrastructure of Velera’s gotomarket and proposal support teams. This position plays a key role gathering data for reporting, pricing support, CRM optimization, and proposal operations. The analyst will work crossfunctionally with Finance, Sales, and Proposal teams to streamline processes, support pricing, and commission models as needed, and contribute to the continuous improvement of various revenue operations systems including Salesforce, DealHub CPQ, and billing systems.

Day in the Life

Analytics & Reporting

• Develop and maintain dashboards and reports related to discounting, revenue performance, and benchmarking.

• Build recurring and ad hoc financial reports and analyses for internal stakeholders.

• Process Improvements & CRM

  • Partner to optimize Salesforce workflows and data integrity monitoring

  • Partner with Salesforce administrators and support automation initiatives and process documentation across revenue operations communicating business requirements and collaborating crossfunctionally to align with the business.

  • Proposal Support Operations

    • Build pricing proposals as needed. Respond to internal requests (e.g., Darwin, PR Requests, or DealHub support). Partner for commission payout tracking

    • Proposal and Financial Model Development

      • Creation and maintenance of pricing and financial valuation models via DealHub CPQ.

      • Perform all other duties as assigned

      • Qualifications

        • Associates degree with an emphasis in Business AdministrationEconomics, AccountingFinance, IT or an equivalent combination of education and experience required.

        • Bachelors Degree in above disciplines preferred.

        • DealHub CPQ certified within 12 months of hire.

        • 3+ Years experience in AccountingFinancial Analysis

        • Experience with or portfolio work in dashboard development using Qlik, Salesforce CRM, or other business intelligence applications preferred.

        • DealHub CPQ administration and experience highly preferred.

        • Experience with CRM systems and other integration point applications (e.g., Salesforce, DealHUB CPQ, IntelAgree CLM, billing platforms).

        • About Velera

          At Velera we are committed to fostering a workplace where every employee feels valued, respected, and connected. We understand, attract and engage a diverse workforce where every employee can live up to their full potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. We strive to foster a safe and inclusive work environment for people to bring their authentic selves in order to build a better community within our company and with our partners. Learn more about our commitment to Diversity, Equity, and Inclusion HERE!

          Pay Equity

          $67,700.00

          to

          $86,300.00

          Actual Pay will be adjusted based on experience and other jobrelated factors permitted by law.

          Great WorkLife 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 Wellbeing: 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 EVerify Employer. Review the EVerify Poster here. For information regarding your Right To Work, please click here.

            As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at recruiters@velera.com for assistance.