Note: The job is a remote job and is open to candidates in USA. Velera is the nation’s premier payments credit union service organization and an integrated fintech solutions provider. They are seeking a Client Growth Executive I to manage relationships with assigned credit unions, providing program consulting and strategic planning to enhance client portfolios and promote Velera's products and services.
Responsibilities
- Represent, support, and develop relationships between Velera and executive management at assigned credit unions
- Use knowledge of Velera’s credit, debit, Contact Center Services & Solutions, Bill Pay, and all other lines of business in a consultative approach to manage client portfolios
- Provide a comprehensive level of program consulting, strategic planning, program analysis and development, along with the sale and coordination of Velera’s products and services
- Develop, maintain, and execute sales strategies supporting assigned credit unions
- Mitigate and remedy any service or support issues, and refer Velera products and services to the National Sales team
- Develop and execute customized account plans to increase sales volume and market share within assigned credit unions
- Foster in-depth and productive relationships at all levels with client and Velera departments
- Prepare and deliver accurate and timely annual Card Program Analysis to review the client’s growth and profitability
- Maintain a close working relationship with Member Services and serve as the client liaison to mitigate and remedy any service issues that may impact the overall client relationship with Velera
- Act, in conjunction with the assigned implementation or member services representative, as a liaison for product implementations, program start-ups, and other major projects as necessary
- Identify strategic opportunities while utilizing consultative sales approach that ensures client business objectives are met and performance metrics of payment portfolios are maximized
- Deliver consultative support to identify and solve multifaceted business issues across credit union’s enterprise business as related to Velera products/services
- Prepare proposals, negotiate contractual relationships with client, and propose and negotiate new and renewal term agreements
- Meet or exceed established revenue goals from the sale of new products and services
- Develop sales and service goals, objectives and revenue forecasts related to assigned accounts with full accountability for results
- Consult with assigned clients in creation, launch, and tracking of marketing campaigns focused on account acquisition and portfolio growth
- Develop, solidify and maintain strong account relationships that result in excellent client 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
- Prepare and deliver effective and influential presentations at Velera sponsored events, credit union staff and Board of Directors, advisory groups, and other functions, as needed
- Continually update the Velera Client Relationship Management (Salesforce) profile with communications, plans, opportunities and tasks related to maintaining and fostering the client relationship
- Effectively manage product renewal opportunities to secure renewed relationships with clients
- Actively review client landscape and recommend, develop, and implement new and creative approaches to growing Velera business
- Maintain current knowledge of payment industry trends and innovation, and Velera products and solutions
- 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
- Keep abreast of, and communicate with the client regarding legislative, regulatory, and procedural issues
- Ensure information is current and entered into Velera client database in timely fashion
- Perform other duties as assigned
Skills
- Bachelor's degree in related field or equivalent combination of education and experience required
- Minimum four (4) years marketing, business development, consulting, sales or relationship management experience required
- Minimum four (4) years of B2B / B2BC experience required
- Financial Services or Consulting experience preferred
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
- Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions
Company Overview
Velera provides financial technology and processing solutions for credit unions. It was founded in 1977, and is headquartered in St. Petersburg, Florida, USA, with a workforce of 1001-5000 employees. Its website is https://www.velera.com.