Client Growth Executive II

Velera
90d$84,900 - $108,200

About The Position

Under minimal supervision, 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. Incumbent uses a consultative approach to manage client portfolios, and provides comprehensive level of program consulting, strategic planning, program analysis and development, and sale and coordination of Velera's products and services. Incumbent will develop, maintain, and execute sales strategies supporting assigned credit unions, and will negotiate contracts and sell Velera products and services. Incumbent will also develop and execute customized account plans to increase sales volume and market share within assigned credit unions. 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.

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.
  • Financial Services or Consulting experience preferred.

Responsibilities

  • Serve as the overall Velera relationship manager for credit unions with revenues greater than the minimum amount as set by the Account Management SVP.
  • Proactively meet and consult with credit union senior executives to develop strategic opportunities to extend the partnership and increase portfolio performance.
  • Deliver the Strategic Business Review to all assigned clients showing the value of Velera’s products and solutions.
  • Align strategically the credit union’s goals and objectives to Velera's products and services.
  • Evaluate and understand market intelligence that may impact Velera's product offering or sales approach.
  • Prepare proposals, negotiate contractual relationships with credit unions, and propose and negotiate new and renewal term agreements.
  • Manage revenue for the entire book of assigned business.
  • Develop, solidify and maintain strong account relationships that result in excellent credit union satisfaction scores.
  • Act as primary management point of contact for credit union for strategic initiatives and escalated issue resolution.
  • Maintain open lines of communication with VP of Account Management and SVP of Account Management.
  • 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.
  • Collaborate with product team regarding new product development for credit union and consumer opportunities.
  • Maintain and keep current account plans for all assigned credit unions in Salesforce.

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

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What This Job Offers

Job Type

Full-time

Career Level

Senior

Education Level

Bachelor's degree

Number of Employees

1,001-5,000 employees

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