Velera · 3 hours ago
National Sales Executive- Contact Center Sales
Velera is the nation’s premier payments credit union service organization and an integrated fintech solutions provider. The National Sales Executive - Call Center will focus on lead generation, opportunity management, and relationship development with key Financial Institutions to drive new sales initiatives and maximize retention.
CreditFinTechManagement Consulting
Responsibilities
Develop external business by promoting our financial products and solutions in both new and existing markets to increase market share within assigned territory
Assist the VP, Sales with forecasting revenue from all new business sales
Research and contact key individuals of influence at target Financial Institutions to develop, assess, and qualify their willingness to partner with the company as a function of the value they would bring to the company’s portfolio or growth strategy
Document business development activity and pipeline
Gather competitive intelligence and knowledge surrounding industry trends, share insights
Build and lead sales pipeline by exercising weekly structured calling campaign and timely following up on lead referrals and RFPs
Participate in regional sales activities to include nationally coordinated sales campaigns
Create and present, virtually and on site, formal proposals that include a detailed pricing analysis and incentive package
Establish and maintain effective communication with prospective Financial Institutions through appropriate contact channels; identify challenges throughout sales process that need to be overcome in order to successfully execute a commitment
Ensure smooth and efficient hand-off process of committed Financial Institutions to respective Account Executive who will maintain relationship
Achieve year-end revenue target established at beginning of fiscal year
Maintain effective working relationships within the industry by initiating or responding to invitations to serve as guest speaker, participate in informative projects, and attend state league meetings
Stay informed on industry trends, changes in industry regulations and competitive landscape
Participate in meetings, negotiations and other high-level strategic discussions with target companies
Strengthen brand awareness through active external organization and event (e.g., conferences, trade shows) involvement
Engage subject matter experts when necessary to assist in the sales process
Perform other duties as assigned
Qualification
Required
High School diploma or equivalent required
Five (5) years external sales experience with Financial Institutions OR Eight (8) years' experience in external business development and sales experience required
Preferred
Bachelor's Degree
Consulting experience
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
Company
Velera
Velera provides financial technology and processing solutions for credit unions.
Funding
Current Stage
Late StageRecent News
2026-01-20
2025-12-02
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