Client Growth Executive II

Velera•California - Remote, CA

7d•$84,900 - $108,200•Remote

About The Position

This position represents, supports, and develops relationships between Velera and executive management at assigned credit unions for all aspects of Velera at an enterprise level. The incumbent uses a consultative approach to manage client portfolios, and provides a comprehensive level of program consulting, strategic planning, program analysis and development, and sale and coordination of Velera's products and services. The incumbent will develop, maintain, and execute sales strategies supporting assigned credit unions, and will negotiate contracts and sell Velera products and services. The incumbent will also develop and execute customized account plans to increase sales volume and market share within assigned credit unions. The incumbent will foster in-depth and productive relationships at all levels with both the credit union and Velera departments, and will promote the use of Velera products and services with the goal to position the business to shape and capitalize on emerging consumer and market needs. 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.

Requirements

Bachelor’s degree in related field preferred or equivalent combination of education and experience required.
Minimum seven (7) years marketing, business development, consulting, sales or relationship management experience required.
Minimum seven (7) years of B2B / B2BC experience required.

Nice To Haves

Financial Services or Consulting experience preferred.

Responsibilities

Represents, supports, and develops relationships between Velera and executive management at assigned credit unions.
Manages client portfolios using a consultative approach.
Provides program consulting, strategic planning, program analysis and development, and sale and coordination of Velera's products and services.
Develops, maintains, and executes sales strategies supporting assigned credit unions.
Negotiates contracts and sells Velera products and services.
Develops and executes customized account plans to increase sales volume and market share.
Fosters in-depth and productive relationships at all levels with both the credit union and Velera departments.
Promotes the use of Velera products and services.
Proactively meets and consults with credit union senior executives to develop strategic opportunities.
Demonstrates the value of Velera products/solutions and the Velera partnership.
Delivers Strategic Business Reviews to assigned clients.
Aligns credit union goals and objectives with Velera's products and services.
Identifies growth opportunities utilizing a consultative sales approach.
Evaluates and understands market intelligence impacting Velera's product offering or sales approach.
Prepares proposals, negotiates contractual relationships, and proposes and negotiates new and renewal term agreements.
Manages revenue for the entire book of assigned business.
Promotes additional line of business sales opportunities to the Velera’s sales team.
Develops, solidifies, and maintains strong account relationships.
Acts as primary management point of contact for credit union for strategic initiatives and escalated issue resolution.
Supports credit union’s designated executive sponsor and advocates internally at Velera.
Assists or participates in various regional meetings that promote Velera's products and services.
Reports any contract renewals that are in jeopardy with a plan of action to retain the business.
Recommends, develops, and implements new and creative approaches to growing Velera business.
Proactively manages, prioritizes, and engages sales leads.
Maintains current knowledge of payment industry trends and innovation, and PSCU products and solutions.
Maintains current knowledge of card, ecommerce, payments, and credit union industry related to Visa, MasterCard, First Data, Velera, and competitors.
Collaborates with product team regarding new product development.
Coordinates interdivisional and interdepartmental communications related to serving clients.
Interacts positively and professionally in all interactions with Velera staff, clients, and business constituents.
Serves as liaison for product implementations, program start-ups, and other major projects.
Maintains close working relationship with internal departments to ensure smooth and open communications.
Maintains and keeps current account plans for all assigned credit unions in Salesforce.
Ensures opportunities are updated and maintains accurate records for assigned portfolio of credit unions.
Ensures information is current and entered into Velera client database in a timely fashion.
Performs other duties as assigned.