New Business Development Manager

Velera

1d•$60,500 - $77,100

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 New Business Development Manager serves as a partner with the National Sales Executive team. This role participates directly with the National Sales Executives and VPs to ensure project management of all aspects needed to close deals including cold calling, lead management, NDA execution, pricing, contract, product modifications, implementation requirements, and custom service levels. The New Business Development Manager ensures seamless delivery for the prospect of all items necessary to secure revenue and deliver an optimal client experience and does so through a tight integration with National Sales, Growth Operations, Vendor Management, Network Implementations, Systems & Support, Marketing, Finance, Legal, and Product. Day in the Life Initiates, builds, tracks and owns sales execution tasks associated with new line of business opportunities in partnership with National Sales Executive team. Drives initiatives to secure closure of new business activities for the company. Serves as the point of contact for legal and contracts; coordinates all internal parties to drive contract drafts and associated artifacts. Researches, prepares and delivers prospect credit union business highlights including web research, existing business summary, peer statistics, contacts, value proposition, product and services pain points. Researches prospective vendor exiting platform competitors to understand and suggest sales strategy. Originates, manages, and owns pricing requests and contract requests for Debit, Credit, Contact Center, Network, and Shared Branch. Manages all aspects of deal with pricing team on those deals independently owned. Works with National Sales Executive to deliver items in a timely manner to clients and prospects; manages modifications as needed. Validates and modifies Salesforce to drive Sales opportunities, dashboards and reports. Ensures National Sales Executives have pipeline and closed business accurately logged in Salesforce reflecting prospecting and closures. Acts as a liaison to internal departments to prepare and transition business that includes: product, service, implementations, conversions, technical support and marketing. Assists in facilitating prospect visits, resources, logistics and delivery including follow up development and execution. Attends trade show(s) to understand industry players and landscape translating that knowledge into prospecting and opportunities. Assists with addressable market identification, tracking and follow through. Facilitates and participates in special requests such as comparisons, interchange analysis, etc. Relays value of supporting entire suite of company products and solutions for net new sales, add-on products and retentions all to retain and grow revenue and clients. Prepares and creates sales presentations, contracts, materials, in conjunction with sales team and Executive Leadership Team. Collaborates with creation of presentations, proposals, competitive insights for new line of business sales. Collaborates with product, technology, implementation, and marketing teams and act as a liaison to the sales organization. Delivers client-focus and industry-savvy messaging in written content. Participates in various meetings, conferences, and presentations as directed. Analyzes records of present and past sales trends, development costs, estimated and realized revenue commitments. Perform other duties as assigned.

Requirements

Associate’s or Bachelor’s degree in business, marketing, or related field.
Three to five years of Financial Institution background in operations, marketing, sales, sales operations, platform or member services are required.

Responsibilities

Initiates, builds, tracks and owns sales execution tasks associated with new line of business opportunities in partnership with National Sales Executive team.
Drives initiatives to secure closure of new business activities for the company.
Serves as the point of contact for legal and contracts; coordinates all internal parties to drive contract drafts and associated artifacts.
Researches, prepares and delivers prospect credit union business highlights including web research, existing business summary, peer statistics, contacts, value proposition, product and services pain points.
Researches prospective vendor exiting platform competitors to understand and suggest sales strategy.
Originates, manages, and owns pricing requests and contract requests for Debit, Credit, Contact Center, Network, and Shared Branch.
Manages all aspects of deal with pricing team on those deals independently owned.
Works with National Sales Executive to deliver items in a timely manner to clients and prospects; manages modifications as needed.
Validates and modifies Salesforce to drive Sales opportunities, dashboards and reports.
Ensures National Sales Executives have pipeline and closed business accurately logged in Salesforce reflecting prospecting and closures.
Acts as a liaison to internal departments to prepare and transition business that includes: product, service, implementations, conversions, technical support and marketing.
Assists in facilitating prospect visits, resources, logistics and delivery including follow up development and execution.
Attends trade show(s) to understand industry players and landscape translating that knowledge into prospecting and opportunities.
Assists with addressable market identification, tracking and follow through.
Facilitates and participates in special requests such as comparisons, interchange analysis, etc.
Relays value of supporting entire suite of company products and solutions for net new sales, add-on products and retentions all to retain and grow revenue and clients.
Prepares and creates sales presentations, contracts, materials, in conjunction with sales team and Executive Leadership Team.
Collaborates with creation of presentations, proposals, competitive insights for new line of business sales.
Collaborates with product, technology, implementation, and marketing teams and act as a liaison to the sales organization.
Delivers client-focus and industry-savvy messaging in written content.
Participates in various meetings, conferences, and presentations as directed.
Analyzes records of present and past sales trends, development costs, estimated and realized revenue commitments.
Perform other duties as assigned.