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Principal, Primax Revenue Operations & Automations

May 27, 2026

<h1>Join the People Helping People</h1>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:We are seeking a Principal, Primax Revenue Operations & Automation is responsible for designing, scaling, and leading an integrated revenue operations function that drives predictable growth, operational efficiency, and speed to value across Primax and Velera partner organizations. This role aligns sales, marketing, onboarding, pricing, and revenue delivery into a unified, data-driven operating model, leveraging automation and AI to improve execution, eliminate friction, and accelerate revenue realization. The VP will serve as a critical partner to Sales, Product, and Executive Leadership to ensure consistent performance, scalable processes, and measurable business outcomes.Day in the Life:<ul><li>Lead and scale the end-to-end revenue operations function, including pricing, Salesforce development, onboarding, and revenue delivery teams.</li><li>Define and continuously optimize revenue processes from lead generation through revenue realization to ensure consistency and scalability.</li><li>Establish and govern sales operating rhythms, forecasting processes, and performance reporting to improve execution and predictability.</li><li>Partner with Sales Leadership to drive operational discipline, pipeline visibility, and improved revenue outcomes.</li><li>Design, document, and standardize revenue processes across the full technology and operating ecosystem.</li><li>Lead automation initiatives that integrate pricing, contracts, onboarding, billing, and revenue recognition workflows.</li><li>Leverage AI and advanced analytics to enhance pipeline management, onboarding efficiency, and performance insights.</li><li>Identify and prioritize process improvement opportunities that reduce friction and accelerate time to revenue.</li><li>Own the alignment and execution of core go-to-market processes, ensuring clear handoffs and accountability across Sales, Marketing, and Delivery teams.</li><li>Build and maintain scalable onboarding and enablement programs to drive sales productivity and early success.</li><li>Develop and maintain process documentation, playbooks, and training materials to support consistent execution.</li><li>Ensure strong adoption of tools, processes, and methodologies across the revenue organization.</li><li>Partner closely with Marketing to align demand generation strategies with revenue goals.</li><li>Establish clear SLAs, conversion expectations, and handoff processes between marketing and sales.</li><li>Evaluate funnel performance, lead quality, and campaign ROI to optimize demand generation effectiveness.</li><li>Own revenue operations analytics, including funnel performance, conversion rates, sales cycle time, and revenue attainment.</li><li>Deliver actionable insights and reporting to executive leadership to support data-driven decision making.</li><li>Continuously assess and improve the efficiency of moving opportunities from sale to revenue realization.</li><li>Monitor industry trends and competitive dynamics within payments, financial services, and fintech.</li><li>Support articulation of Primax’s value proposition and differentiation in the market.</li><li>Partner with Product and Marketing teams to inform positioning and support new product launches.</li></ul>Qualifications:<ul><li>15+ years of progressive experience in sales, revenue operations, or go-to-market leadership within payments, financial services, or fintech.</li><li>8+ years of experience leading and scaling cross-functional, matrixed teams in a complex organization.</li><li>Deep understanding of payment ecosystems, including debit networks, interchange economics, and processing models.</li><li>Proven track record of driving revenue growth, improving operational efficiency, and delivering measurable business outcomes.</li><li>Experience supporting or leading complex B2B sales cycles and engaging with financial institution clients at the executive level.</li><li>Position may require 51% or greater travel per year. Candidates must meet MVR requirements.</li></ul>Education:<ul><li>Bachelors degree or equal industry experience required.</li></ul> About VeleraAt 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. <a href="https://www.velera.com/careers" target="_blank" rel="noopener noreferrer">Learn more</a> about what it’s like to work at Velera.Pay Equity$126,600.00 - $164,600.00Actual Pay will be adjusted based on experience and other job-related factors permitted by law.Great Work/Life Benefits!<ul><li>Competitive wages</li><li>Medical with telemedicine</li><li>Dental and Vision</li><li>Basic and Optional Life Insurance</li><li>Paid Time Off (PTO)</li><li>Maternity, Parental, Family Care</li><li>Community Volunteer Time Off</li><li>12 Paid Holidays</li><li>Company Paid Disability Insurance</li><li>401k (with employer match)</li><li>Health Savings Accounts (HSA) with company provided contributions</li><li>Flexible Spending Accounts (FSA)</li><li>Supplemental Insurance</li><li>Mental Health and Well-being: Employee Assistance Program (EAP)</li><li>Tuition Reimbursement</li><li>Wellness program</li><li>Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions</li></ul>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 <a href="https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf" target="_blank" rel="noopener noreferrer">"EEO is the Law" Poster</a>. 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 <a href="https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf" target="_blank" rel="noopener noreferrer">here</a>. For information regarding your Right To Work, please click <a href="https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf" target="_blank" rel="noopener noreferrer">here</a>.This role is currently not eligible for sponsorship.As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at <a href="mailto:recruiters@pscu.com" target="_blank" rel="noopener noreferrer">recruiters@velera.com</a> for assistance.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...