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Velera · 1 day ago

Client Growth Executive II

United States

Full-time

Remote

Mid, Senior Level

$85K/yr - $108K/yr

7+ years exp

Velera is the nation’s premier payments credit union service organization and an integrated fintech solutions provider. The Client Growth Executive II will represent and develop relationships with credit unions, manage client portfolios, and provide strategic consulting to enhance sales and service delivery.

CreditFinTechManagement Consulting

No H1B

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 union’s 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 union’s 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

Qualification

B2B SalesRelationship ManagementStrategic PlanningFinancial Services ExperienceConsulting ExperienceCommunication SkillsNegotiation SkillsProblem Solving