Consulting Operations Analyst

Consulting Operations Analyst

The Opportunity:

We are seeking a talented Consulting Operations Analyst who will administer and optimize the systems, processes, and workflows that support Advisors Plus consulting services. Serving as the primary administrator for Adobe Workfront and other key business platforms, this role drives workflow automation, process improvement, reporting, and operational efficiency across the organization.

Day in the Life:

• Serve as the primary administrator for Adobe Workfront, including system configuration, maintenance, governance, user administration, and optimization.
• Build and maintain integration between Adobe Workfront and other critical systems, such as Salesforce, using the low-code Adobe Workfront Fusion integration and work automation platform.
• Design, implement, and maintain workflow automation solutions that improve operational efficiency and reduce manual effort.
• Document business rules, operating procedures, and process handoffs.
• Evaluate operational metrics and identify opportunities for efficiency, automation, and capacity improvements.
• Evaluate existing business processes and identify opportunities to streamline workflows, improve scalability, create integration and enhance operational effectiveness across Workfront and other critical systems.
• Partner with business leaders and stakeholders to gather requirements, document business needs, and develop technology-enabled solutions.
• Configure and maintain Workfront objects, templates, forms, queues, reports, dashboards, resource management tools, and workflow processes.
• Develop or partner with cross-functional teams to develop and maintain operational dashboards, reports, and metrics to provide visibility into project delivery, resource utilization, performance, and business outcomes across Workfront and other critical systems.
• Monitor system performance, data quality, and process compliance to ensure reliable and effective business operations.
• Lead change management activities associated with process improvements, system enhancements, and new technology implementations.
• Develop documentation, standard operating procedures, training materials, and user guides for systems and processes.
• Provide end-user support, troubleshooting, and training to maximize platform adoption and effectiveness.
• Collaborate with internal technology teams, vendors, and business stakeholders to support integrations, enhancements, and future system capabilities.
• Support testing, implementation, and deployment of system enhancements and process improvements.
• Research platform capabilities, industry best practices, and emerging technologies to identify opportunities for continuous improvement.
• Maintain appropriate system controls, governance standards, and operational documentation.
• Perform all other duties as assigned.

Qualifications

• Bachelor's degree in Business, Engineering, Information Systems, Technology, or related field, or equivalent combination of education and experience required.

• Three (3) to five (5) years of experience administering and supporting business systems, workflow platforms, project management systems, or related technologies.

• Demonstrated experience administering Adobe Workfront in a business environment required.

• Experience with business process analysis, workflow design, process improvement, or operational excellence initiatives required.

• Experience developing reports, dashboards, and business performance metrics required.

• Experience supporting business users through training, troubleshooting, and change management activities required.

• Experience with Adobe Workfront Fusion preferred.

• Experience with Salesforce preferred.

• Position may require less than 25% travel per year.

• 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

• $84,900.00 - $108,200.00

• 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 for assistance.

• Why Velera

• Your voice. Our velocity. Shaping a new era together.

• At Velera, the nation’s premier payments credit union service organization (CUSO) and an integrated financial technology solutions provider, you’ll be part of a team committed to the long-term growth and success of financial institutions, our employees and our industry.

• United by Purpose

• Our employees are united by a people-helping-people purpose that guides how we show up every day. A culture rooted in taking ownership and doing what’s right has fostered long-term dedication and earned Velera recognition for both our inclusive culture and commitment to excellence.

• Your Story Shapes Our Culture

• Connection and recognition are core to who we are. We cultivate inclusion, celebrate employees who live our values and create meaningful opportunities for engagement that build strong relationships and a true sense of belonging across our teams.

• Remote by Design

• Our remote-first culture is built for collaboration, flexibility and connection – bringing people together in person when it matters. Flexible time off and healthy working norms support wellbeing and psychological safety, while integrity-driven leadership empowers you to do your best work.

• Strength in Stability

• With more than 40 years of fintech innovation, Velera offers the stability of a trusted legacy with the momentum of forward-thinking solutions. We enable thousands of financial institutions and the communities they serve.