Client and Executive Center Advisor - Hybrid

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.

• Please note:
  
  This is NOT a fully remote position. Candidates must be located in or within a reasonable commuting distance of Tampa, Florida, as regular onsite presence is required and we are not offering any relocation assistance. While there may be flexibility to work from home when no onsite events or business needs require in-office support, this role is primarily focused on supporting in-person activities and maintaining a consistent on-site presence.

• Develop and continuously evolve the Experience Center engagement strategy to support organizational growth objectives, executive relationship-building efforts and corporate brand initiatives.
• Collaborates directly with senior leadership to ensure alignment of visitor experiences with enterprise priorities and strategic initiatives.
• Welcome and register visitors, ensuring a professional and hospitable experience.
• Create and conduct guided tours for a variety of audiences, including clients, prospects, partners, employees, high-level executives, industry analysts and community groups.
• Develop and deliver engaging presentations that communicate Velera’s story, mission, values, products, services, innovations, advocacy and strategic vision.
• Own and tailor tour content, messaging and presentation pathways based on audience interests, industry, role and business objectives.
• Manage all aspects of onsite tour flow including timing and logistics to ensure a seamless visitor experience.

• Serve as a knowledgeable company representative and brand ambassador.
• Demonstrate a strong understanding of the credit union and banking industry, as well as the overall financial services industry landscape, to effectively engage with tour participants.
• Stay informed about Velera news, product updates, strategic initiatives and industry trends.
• Maintain an overall understanding of Velera’s products, solutions, services and technology, to effectively deliver successful presentations to the target audience.
• Deliver consistent messaging aligned with marketing, communications and corporate branding standards.
• Foster positive relationships with visitors and internal stakeholders.

• Maintain readiness and presentation standards of exhibits, displays, demonstration areas and meeting spaces.
• Coordinate visitor schedules and support executive briefing programs.
• Collaborate with Velera growth team, executives, Marketing, events and other stakeholders to prepare for experience center visits and participate in post-event meetings analysis.
• Monitor exhibit functionality and partner with internal teams to resolve issues.
• Maintain familiarity with interactive exhibit technologies, presentation systems, AV equipment and digital collaboration tools.
• Ability to troubleshoot basic technology issues during tours and executive briefings.
• Experience working with CRM, event management and visitor management platforms.
• Ensure safety, security and confidentiality protocols are followed by all visitors.

• Maintain tour schedules, visitor records and attendance metrics.
• Assist with special events, client / prospect engagements, executive visits and…