Client Growth Executive II

About the role

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.

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.
• Demonstrate appropriate sense of urgency; continually monitor and communicate value of Velera products/solutions, and demonstrate the value of the Velera partnership with assigned credit unions.
• 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 and report significant industry changes to Velera management.
• Prepare proposals, negotiate contractual relationships with credit unions, and propose and negotiate new and renewal term agreements; prepare and deliver accurate and timely proposals, pricing comparisons, proformas and program analyses.
• Manage revenue for the entire book of assigned business including the opportunity to promote additional line of business sales opportunities to the Velera’s sales team.
• Foster in-depth and productive relationships at all levels with both the credit union and Velera departments, and 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.
• Maintain open lines of communication with VP of Account Management and SVP of Account Management and report any contract renewals that are in jeopardy with a plan of action of how to retain the business.
• Actively review client landscape and recommend, develop, and implement new and creative approaches to growing Velera business; proactively manage, prioritize and engage sales leads.
• Maintain current knowledge of payment industry trends and innovation, and PSCU products and solutions; maintain current knowledge of card, ecommerce, payments, and credit union industry related to Visa, MasterCard, First Data, Velera, and competitors.
• Collaborate with product team regarding new product development for credit union and consumer opportunities; coordinate interdivisional and interdepartmental communications related to serving clients with new and existing products/solutions.
• Support credit union’s designated executive sponsor and advocate internally at Velera.
• Assists or participates in various regional meetings that promote Velera's products and services.
• Perform other duties as assigned.

Qualifications

• 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.