Emerging Channels Manager

Velera

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: The Manager, Emerging Channels, is responsible for driving growth, retention and relationship effectiveness across Velera’s emerging channels. This role focuses on developing strategic relationships with financial institutions providing consultation to provide thought leadership and strategic direction. This role will coach and counsel team members to ensuring adoption of digital solutions and achieving penetration targets for key product categories and portfolio growth The position plays a critical role in supporting Velera’s revenue objectives through consultative engagement and the development and execution of best practices.

Requirements

Minimum 5+ years of experience in sales, account management, or business development within financial services or technology solutions (required).
Provide direction and leadership to staff; guide, coach, mentor and develop staff ensuring compliance with processes and procedures.
Handle interviewing, hiring, promotions, transfers, performance appraisals, compensation, counseling and termination of staff.
Bachelor’s degree in Business, Marketing, or related field required.

Nice To Haves

Other certifications that support the knowledge, skills, and abilities below would be a plus
Adaptability to evolving business needs and industry trends (preferred).
Ability to manage contract extensions and renewals effectively (preferred).

Responsibilities

Monitor and report on key metrics including retention, solution penetration, and contract extensions to ensure incentive targets are met.
Develop best practices to support a superior Strategic Business Review process
Collaborate with internal teams to execute marketing campaigns, consulting engagements, and solution implementations.
Analyze account performance and identify opportunities for upselling and cross-selling solutions aligned with Velera’s growth strategy.
Develop and maintain strong relationships with financial institutions to ensure retention and expansion of Velera’s products and services.
Develop best in class resources to ensure a distinguished level of support
Lead strategic initiatives to increase penetration of digital experience, growth, and best practice solutions and portfolio growth across assigned accounts.
Ensure compliance with Velera’s policies, procedures, and service standards while delivering exceptional client service.
Provide guidance and education on industry trends and challenges to team members to ensure our consultative support is inclusive of the current environment
The manager will engage in client interactions as needed to support account executives and foster C suite relationships within the financial institution.
The manager will provide coaching and direction on day to day activies as well as provide development coaching to ensure that staff experiences continual growth
The manager will lead various initiatives for Primax as assigned and will collaborate with internal stakeholders to ensure an effective outcome.
The manager will occasionally represent Primax at events or onsite at client activities and should in those circumstances be prepared to provide thought leadership.