Client Growth Executive III
About the role
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.
Responsibilities
- 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.
- Showcase Velera’s products/solutions and demonstrate the value of the Velera partnership with assigned credit unions.
- Align Velera’s goals and objectives with those of the credit unions 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.
- Generate lead opportunities for additional line of business sales and meet or exceed established revenue growth goals.
- Maintain and grow revenue for their assigned book of business, including generating lead opportunities for additional line of business sales.
- Act as the primary management point of contact for credit unions for strategic initiatives and escalated issue resolution.
- Manage and prioritize sales leads and actively review client landscape to recommend, develop, and implement new and creative approaches to growing Velera business.
- Coordinate interdivisional and interdepartmental communications related to serving clients with new and existing products/solutions.
- Maintain current knowledge of payment industry trends and innovation, and Velera products and solutions; maintain current knowledge of card, ecommerce, payments, and credit union industry related to Visa, MasterCard, Velera, and competitors.
- Collaborate with product team regarding new product development for credit union and consumer opportunities.
- Ensure information is current and entered into Velera client database in a timely fashion.
- Build and maintain relationships with senior level executives at large financial institutions; strong strategic account management and consultation and relationship cross-selling skills.
- Identify strategic initiatives and demonstrate a track record of planning, managing, and closing a complex, competitive sales effort.
Qualifications
- 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; knowledge of card-processing platform preferred.
- Experience with managing client relationships involving $3.5 million + in annual revenue.
- Ability to interpret P&L Statement, NCUA 5300 Call Report and monthly financial statements.
- Ability to travel as needed, 41-50%.
Pay
$95,800.00 - $124,500.00 Actual Pay will be adjusted based on experience and other job-related factors permitted by law.
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
Velera
At Velera, inclusion isn’t an initiative – it’s how we work. Guided by a people-helping-people philosophy, we cultivate a culture where every employee feels valued, respected and empowered to do their best work. We’re committed to building a diverse workforce and fostering meaningful connection across our teams. Through a remote-first, flexible environment, we prioritize psychological safety, wellbeing and belonging so individuals and teams can collaborate to thrive. Together, we’re shaping a new era of secure, innovative solutions for the clients and communities we serve.
Equal Opportunity Employer
We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law. Velera is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following "EEO is the Law" Poster. Velera will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the legal duty to furnish information. Velera is an E-Verify Employer. Review the E-Verify Poster here. For information regarding your Right To Work, please click here.
Application Instructions
This role is currently not eligible for sponsorship. As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at recruiters@velera.com for assistance.