Note: The job is a remote job and is open to candidates in USA. Velera is a payments credit union service organization and integrated fintech solutions provider serving financial institutions across North America. The Client Growth Executive II manages enterprise-level relationships with assigned credit unions, develops strategic account and sales plans, negotiates contracts, and grows adoption of Velera products and services. The role also serves as a primary relationship manager, coordinates implementations and internal collaboration, and monitors payment industry trends and portfolio performance.
Responsibilities
- This position serves as the overall Velera relationship manager for credit unions with revenues greater than the minimum amount as set by the Account Management SVP
- Primarily through onsite visits, proactively meet and consult with credit union senior executives to develop strategic opportunities to extend the partnership and increase portfolio performance, demonstrating appropriate sense of urgency; continually monitor and communicate value of Velera products/solutions, and demonstrate the value of the Velera partnership with assigned credit unions
- Responsible for consistently delivering the Strategic Business Review to all assigned clients showing the value of Velera s products and solutions which includes participating in strategic planning and taking a broad perspective to deliver relevant payment and ecommerce industry expertise
- Align strategically the credit unions goals and objectives to Velera 's products and services to maximize Velera 's Value Proposition
- Strategic focus is key as well as identifying growth opportunities while utilizing a consultative sales approach that ensures credit union business objectives are met and performance metrics of payment portfolios are maximized
- Evaluate and understand market intelligence that may impact Velera 's product offering or sales approach and report significant industry changes to Velera management
- Prepare proposals, negotiate contractual relationships with credit unions, and propose and negotiate new and renewal term agreements; prepare and deliver accurate and timely proposals, pricing comparisons, proformas and program analyses
- Manage revenue for the entire book of assigned business including the opportunity to promote additional line of business sales opportunities to the Velera s sales team
- Develop, solidify and maintain strong account relationships that result in excellent credit union satisfaction scores as reflected in periodic surveys; act as primary management point of contact for credit union for strategic initiatives and escalated issue resolution; support credit unions designated executive sponsor and advocate internally at Velera
- Assists or participates in various regional meetings that promote Velera 's products and services
- Maintain open lines of communication with VP of Account Management and SVP of Account Management and report any contract renewals that are in jeopardy with a plan of action of how to retain the business
- Actively review client landscape and recommend, develop, and implement new and creative approaches to growing Velera business; proactively manage, prioritize and engage sales leads
- Maintain current knowledge of payment industry trends and innovation, and PSCU products and solutions; maintain current knowledge of card, ecommerce, payments, and credit union industry related to Visa, MasterCard, First Data, Velera , and competitors
- Collaborate with product team regarding new product development for credit union and consumer opportunities; coordinate interdivisional and interdepartmental communications related to serving clients with new and existing products/solutions
- Must interact positively and professionally in all interactions with Velera staff, clients, and business constituents
- Continuously review landscape and recommend, develop, and implement new and creative approaches to growing Velera business
- In conjunction with assigned Service Executives, serve as liaison for product implementations, program start-ups, and other major projects as necessary; maintain close working relationship with internal departments to ensure smooth and open communications
- Responsible for maintaining and keeping current account plans for all assigned credit unions in Salesforce, ensuring opportunities are updated and maintaining accurate records for assigned portfolio of credit unions
- Ensure information is current and entered into Velera client database in a timely fashion
- Perform other duties as assigned
Skills
- Bachelors degree in related field preferred or equivalent combination of education and experience required
- Minimum seven (7) years marketing, business development, consulting, sales or relationship management experience required
- Minimum seven (7) years of B2B / B2BC experience required
- Bachelors degree in related field preferred
- Financial Services Or Consulting Experience Preferred
Benefits
- 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
- Remote-first, flexible environment
Company Overview