Product Intake 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 Solutions Enablement Analyst is responsible for leading and governing the product and enterprise project intake process of new products and services. This role requires a strong understanding of product strategy, technology, and organizational interdependencies in order to shape opportunities and align them with enterprise goals. This role involves translating requests into clear business and technical requirements, evaluating feasibility and integration impacts, and ensuring all compliance and governance standards are met.

The role works cross-functionally across the enterprise to capture requirements, facilitate intake governance, size requests, and influence prioritization of product and service requests. The position is accountable for conducting impact analysis, identifying risks and dependencies, and providing insights into portfolio trends to support leadership decision-making.

• Lead the evaluation of product information provided by requestors, vendors, and stakeholders to ensure completeness, clarity, and alignment with enterprise priorities.
• Synthesize client demand, and enterprise capabilities to assess potential success and recommend prioritization.
• Facilitate and align cross-functional stakeholders (Product, Technology, Infrastructure, Sales, Operations) to ensure a transparent intake process.
• Drive adherence to intake SLAs and proactively communicate progress, risks, and escalations.
• Conduct comprehensive impact assessments to identify affected systems, teams, business processes, and client impacts, and present findings for decision‑making.
• Determine prioritization of requests through strategic assessment and alignment with strategic goals.
• Collaborate with stakeholders to deliver executive‑level summaries and expert guidance on ARB requirements, driving process efficiency and strategic alignment.
  
  Ensure all compliance and governance standards are consistently met throughout intake.
• Own intake documentation standards and define, track, and report KPIs to measure intake health and throughput.
• Shepherd requests from submission through prioritization and hand‑off, ensuring transparency for stakeholders.
• Synthesize intake trends and provide actionable insights to senior leadership, influencing portfolio and strategic planning.
• Build and maintain relationships with key stakeholders and partners to assess impacts, dependencies, and opportunities tied to intake requests.
• Develop and maintain deep knowledge of processing platforms, interdependencies, and organizational nuances to inform feasibility assessments.
• Continuously improve the intake process, driving efficiency, transparency, and scalability using Lean-Agile and portfolio management practices.
• Stay informed on industry trends, emerging technologies, and competitive landscape to identify opportunities for advancement.
• Partner with Procurement, Sales, and Service to facilitate new vendor and client requests and ensure intake alignment with client commitments.
• Lead the capture of requirements for business cases, including business and technical needs, scope, impacted systems, financial models, client impacts, capacity planning, and organizational value.
• Support successful execution of PLC Phase 1:
  Initiation in the PLC process, ensuring intake requests are ready for downstream execution.
• Elicit, analyze, and document business and technical requirements sufficient to support feasibility assessment, architectural review, and intake decision making.
• Develop clear intake-level artifacts (e.g., requirements summaries, scope definitions, and dependency mappings) that enable Technology and Product teams to progress efficiently into…