Velera
Financial Services
AccountExecutiveIII,Primax
“Account Executive III, Primax at Velera. Skills: Relationship management, Strategic planning, Consultative sales. Serve as enterprise Velera relationship manager. Meet and consult with credit union senior executives”
What You'll Achieve.
Create an environment of unprecedented loyalty, endorsement, revenue growth, and dominant market share; Achieve goals set by financial institutions; Maximize Velera’s Value Proposition; Ensure credit union business objectives are met; Maximize performance metrics of payment portfolios; Achieve excellent financial institutions satisfaction scores; Generate lead opportunities for additional line of business sales; Grow Velera business
Industry & Context.
Reasoning skills; Analytical skills; Problem solving skills; Ability to influence decisions of others; Independent judgment
Ability to travel as needed, 41-50%, This role is currently not eligible for sponsorship
What They're Looking For.
Must Have
Bachelor's degree in related field or equivalent combination of education and experience, Minimum ten (10) years marketing, business development, consulting, sales or relationship management experience, Minimum ten (10) years of B2B / B2BC experience, Proven ability to build and maintain relationships with senior level executives at large financial institutions, Ability to identify strategic initiatives and demonstrated track record of planning, managing, and closing a complex, competitive sales effort, Ability to communicate effectively in both verbal and written formats and give presentations utilizing various audiovisual support aids, Demonstrated excellent reasoning and analytical skills, Ability to exercise discretion and independent judgment when making decisions that has monetary impact on Velera and client, Knowledge of payments, ecommerce, credit, and debit card industry and related operations, Ability to interpret P&L Statement, NCUA 5300 Call Report and monthly financial statements, Experience with managing client relationships involving $3.5 million + in annual revenue, Ability to travel as needed, 41-50%
Nice to Have
Master's Degree, Financial Services or Consulting experience, strategic account management and consultation and relationship cross-selling skills, executive presentation, problem solving, and negotiation skills with ability to influence decisions of others, knowledge of card-processing platform
What You'll Do.
Serve as enterprise Velera relationship manager
Meet and consult with credit union senior executives
Develop strategic opportunities to extend partnership
Deliver Strategic Business Review to assigned clients
Align financial institution goals to Velera products
Identify growth opportunities
Evaluate market intelligence
Prepare proposals and negotiate contracts
Maintain and grow revenue for assigned book of business
Meet or exceed revenue growth goals
Develop and maintain account relationships
Act as primary management point of contact
Participate in regional meetings
Prepare and deliver presentations
Report contract renewals in jeopardy
Escalate potential relationship issues
Recommend and implement approaches to growing Velera business
Maintain knowledge of payment industry trends
Collaborate with product team
Coordinate interdivisional communications
Interact positively and professionally
Serve as liaison for product implementations
Maintain account plans in Salesforce
Ensure information is current in Velera client database
Perform other duties as assigned
How You'll Work.
Team & Collaboration
Assemble a team of Velera's best people and solutions; Collaborate with product team regarding new product development; Coordinate interdivisional and interdepartmental communications; Maintain close working relationship with internal departments; Serve as liaison for product implementations
Communication Scope
Communicate effectively in both verbal and written formats; Give presentations utilizing various audiovisual support aids; Executive presentation skills; Negotiation skills
Process & Methodology
Planning, Managing, Closing a complex, competitive sales effort, Product implementations, Program start-ups
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