Strategic Alliance Executive

Velera

17h•$95,800 - $153,200•Remote

About The Position

Velera is seeking a strategic, detail-oriented Strategic Alliance Executive to manage relationships with external consultants and other key partners. The role builds and optimizes partnerships, aligns engagement with business goals, and gathers and shares consultant insights, competitive intelligence, and lessons learned to support client retention, sales effectiveness, and continuous improvement within Growth. As Velera’s enterprise relationship manager for external consultants and other key partnerships, the executive will primarily meet onsite with consulting firms’ senior leaders to develop strategic opportunities and communicate the value of Velera’s products, solutions, and partnership. The position works with Growth leaders and other stakeholders to plan consultant meetings, analyze trends and performance, share recommendations, and use feedback to improve client-facing practices, account management, and sales tactics. The role may require 41%–50% travel per year.

Requirements

High school diploma or equivalent required.
At least 10 years of relevant experience in financial services, client relationship management, sales, business development, consulting, or a related field required.
An equivalent combination of education and relevant experience may be considered if supported by Velera’s intended qualification standard.
Position may require 41%–50% travel per year.

Nice To Haves

Bachelor’s degree in business or a related field preferred.
Master’s degree preferred.

Responsibilities

Serve as the enterprise Velera relationship manager for external consultants and other key partnerships.
Meet proactively, primarily through onsite visits, with senior executives at consulting firms to understand and develop strategic partnership opportunities.
Monitor and communicate the value of Velera products and solutions and demonstrate the value of the partnership.
Collaborate with Growth leaders to prepare plans for consultant meetings, aligning feedback and messaging.
Track and analyze trends in renewals, competitor activity, consultant influence, pricing, client requests, and lessons learned; provide insights and recommendations to Growth leadership.
Provide Growth team leaders with at least quarterly overviews of consultants, including profiles, trends, competitive landscape, and unique requests.
Participate in renewal and sales activities involving consultants as requested.
Track and analyze consultant performance through dashboard reporting.
Manage key industry partner relationships with consultants and other third-party partners.
Maintain a structured process for capturing consultant insights and lessons learned, and share recommendations to improve sales effectiveness, client loyalty, and retention.
Use trends, lessons learned, and client feedback from consultants to improve account management methodology and sales tactics.
Identify root causes of attrition, connect trends across competitors, consultants, and loss reasons, and recommend improvements.
Prepare and present consultant and competitive intelligence summaries to Growth leaders and other stakeholders, covering client decision drivers, consultant influence, market trends, and improvement opportunities.
Partner with Growth leaders and other stakeholders to understand how consultant feedback affects client-facing processes and practices.
Perform other duties as assigned.