Client Growth Executive III

Velera • NE

90d • $95,800 - $124,500

About The Position

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.

Requirements

• Bachelor’s degree in related field or equivalent combination of education and experience required.
• Master’s Degree preferred.
• Minimum ten (10) years marketing, business development, consulting, sales or relationship management experience required.
• Minimum ten (10) years of B2B / B2BC experience required.
• Financial Services or Consulting experience preferred.
• Knowledge of payments, ecommerce, credit, and debit card industry and related operations preferred.
• 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%.

Responsibilities

• Serve as the enterprise Velera relationship manager for Velera’s largest revenue generating and strategically important member owner credit unions.
• 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 to maximize Velera’s Value Proposition.
• 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.
• Maintain and grow revenue for their assigned book of business including generating lead opportunities for additional line of business sales.
• Develop, solidify and maintain strong account relationships that result in excellent credit union satisfaction scores.
• Prepare and deliver effective and influential presentations at Velera sponsored events, credit union staff and Board of Directors meetings.
• 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.
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees