Position Details

Salary $95K – $124K USD / year

Type Full-Time

Experience senior

Exp. Years 7+ years

Education Bachelor's degree in Business Administration, Marketing, Communications or related field, or an equivalent combination of education and experience.

Category Project & Program Management

About this role

Lead enterprise transformation initiatives at Velera, partnering with Growth leadership and cross-functional teams to identify inefficiencies, build business cases, and implement strategic changes that improve sales and retention.

Key Responsibilities

Identify underperforming areas and implement improvements
Lead cross-functional initiatives
Assess processes and map workflows
Develop business cases and implementation roadmaps
Track performance metrics and report outcomes

Technical Overview

Scope includes process mapping, requirements gathering, and data-driven decision making; leverage Lean, Six Sigma, and Agile methodologies to deliver measurable improvements; regular use of MS Office tools for analysis and presentation.

Ideal Candidate

The ideal candidate is a senior program manager with 7+ years of experience driving enterprise transformation in financial services or fintech. They bring lean Six Sigma and Agile expertise to lead cross-functional initiatives, translate business needs into actionable roadmaps, and measure impact with clear KPIs.

Must-Have Skills

Bachelor's degree in related field7+ years of experience in financial services or similarExperience leading transformation initiativesLeanSix Sigma (Green Belt or higher)Agile

Nice-to-Have Skills

Master's degree preferredKnowledge of paymentsecommercecredit and debit card industryExperience interpreting P&L and financial statements

Tools & Platforms

Microsoft ExcelMicrosoft PowerPointMicrosoft Word

Required Skills

LeanSix SigmaGreen BeltAgileContinuous ImprovementProcess ImprovementStakeholder ManagementCross-functional CollaborationData AnalysisRequirements GatheringProject ManagementRoadmappingBusiness Case DevelopmentMicrosoft ExcelMicrosoft PowerPointMicrosoft Word

Hard Skills

LeanSix SigmaGreen BeltAgileProcess ImprovementData AnalysisRequirements GatheringProject ManagementCross-functional CollaborationStakeholder ManagementBusiness Case DevelopmentRoadmappingPresentationMicrosoft ExcelMicrosoft PowerPointMicrosoft Word

Soft Skills

Analytical thinkingCommunicationProblem-solvingLeadershipTeamworkStrategic thinkingDecision makingAdaptabilityTime management

Certifications

Preferred

Six Sigma Green BeltLean Six Sigma Green Belt

Industry & Role

Industry Fintech

Job Function Drive enterprise-wide transformation initiatives to improve sales, retention, and cross-sell opportunities through process optimization and stakeholder collaboration.

Role Subtype Program Manager

Clearance & Visa

Visa Sponsorship No

Keywords for Your Resume

business transformation managerleansix sigmagreen beltagilecontinuous improvementprocess improvemententerprise changedata analysisstakeholder managementcross-functionalrequirements gatheringproject managementimplementation roadmapskey performance indicatorskpisbusiness caseroadmapsfinancial servicespaymentsecommercecredit unionsremotesalesretentioncross-sellleadership

Deal Breakers

Bachelor's degree required, 7+ years in financial services or similar, Experience leading transformation initiatives, Must be eligible to work in the US (no sponsorship)

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