Velera

Financial Services

ClientGrowthExecutiveIII

$0–0k United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Client Growth Executive III at Velera. Skills: Relationship management, Sales, Client growth. Serve as enterprise relationship manager. Meet and consult with credit union senior executives”

What You'll Achieve.

Raise the focus of relationship development; Create an environment of unprecedented loyalty, endorsement, revenue growth, and dominant market share; Deliver on strategic plan; Achieve goals set by Member-Owners; Increase portfolio performance; Continuously monitor and communicate value of Velera products/solutions; Demonstrate the value of the Velera partnership; Maximize Velera’s Value Proposition; Ensure credit union business objectives are met; Maximize performance metrics of payment portfolios; Report significant industry changes to Velera management; Generate lead opportunities for additional line of business sales; Enhance overall portfolio performance; Result in excellent credit union satisfaction scores; Support credit union’s designated executive sponsor; Advocate internally at Velera; Grow Velera business; Ensure smooth and open communications

Industry & Context.

Financial Services
Eligibility Requirements

Ability to travel as needed, 41-50%, 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, 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, Knowledge of payments, ecommerce, credit, and debit card industry and related operations, Knowledge of card-processing platform

What You'll Do.

Serve as enterprise relationship manager

Meet and consult with credit union senior executives

Develop strategic opportunities

Deliver Strategic Business Review

Align credit union goals to Velera products

Identify growth opportunities

Evaluate market intelligence

Prepare proposals and negotiate contracts

Maintain and grow revenue

Meet or exceed revenue growth goals

Develop and maintain account relationships

Act as primary management point of contact

Assist in regional meetings

Prepare and deliver presentations

Report contract renewals in jeopardy

Escalate potential relationship issues

Recommend and implement new approaches

Manage and prioritize sales leads

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 database

Build and maintain relationships with executives

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; Coordinate interdivisional and interdepartmental communications; Maintain close working relationship with internal departments; Work with assigned Service Executives

Communication Scope

Effective and influential presentations

Process & Methodology

Planning, Managing, Closing a complex, competitive sales effort

Full Job Description

# **Join the People Helping People** 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 talented Client Growth Executive III to raise the focus of relationship development with our largest revenue generating and strategically important Member-Owner Credit Unions to a perceived level of trusted partner and consulted advisor. The objective is to create an environment with our Member-Owners of unprecedented loyalty, endorsement, revenue growth, and dominant market share. This position requires strong knowledge and skill in the ability to both build a strategic plan with Velera’s Member-Owner Credit Unions and deliver on that plan by assembling a team of Velera’s best people and solutions to help achieve the goals set by our Member-Owners. Competency in the ability to deliver knowledge and skill in the following areas is critical to the success of the person in this position: Velera’s products, services, organizational process improvements, risk mitigation capabilities, financial performance, industry trends, and legislative and regulatory compliance. **Day in the Life:** * This position serves as the enterprise Velera relationship manager for Velera’s largest revenue generating and strategically important member owner credit unions. * 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.

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