Lead Client Strategy and Growth Executive

At Velera, we are the nation’s premier payments credit union service organization (CUSO) and an integrated fintech solutions provider. Serving more than 4,000 financial institutions throughout North America, we operate with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services.

About the role

As a key member of our team, you will support Division Executives on the new hire interview process, serve as a mentor to the team, and assist with the on-boarding of new Client Solutions Group (CSG) members. You will accompany new CSGs to client meetings, aid in training, strategy, and solutions development, and act as a team lead and backup manager. This role involves consulting with CSGs on strategic business review preparation, identifying white space opportunities, and collaborating with National Sales Executives and Solution Consultants on net-new sales and tailored presentations.

You will serve as a solutions strategist for special initiatives, assist the VP/Growth Enablement as an escalation point for clients, and thoughtfully understand the addressable market within your territory to pursue net-new revenue opportunities. This includes cross-selling products and services, engaging decision-makers, and understanding market and legislative changes that may impact client decisions. You will also develop add-on sales and retention strategies, maintain high client satisfaction, and act as the primary point person for client escalations and issue resolution.

Additionally, you will gather and maintain competitive intelligence, educate clients and coworkers on Velera’s competitive positioning, and demonstrate mastery of all products and technology solutions. This role requires leading on-site diligence to uncover prospect pain points, accompanying executive leadership to prospect meetings, and providing market intelligence to internal teams. You will also create proposals for renewals, develop C-suite relationships, and participate in meetings, conferences, and presentations as needed.

Responsibilities

• Support Division Executives on the new hire interview process.
• Serve as a mentor to the team and assist with the on-boarding process for new CSGs.
• Accompany new CSGs to client meetings and assist in training, strategy, and solutions development.
• Develop skills and knowledge beyond requirements and share best practices with the CSG team.
• Act as team lead and backup manager.
• Consult with CSGs on strategic business review preparation and white space identification.
• Collaborate with National Sales Executives on net-new sales opportunities and lead generation.
• Work with Solution Consultants to tailor presentations based on findings.
• Serve as a solutions strategist and partner for special assigned initiatives.
• Assist VP/Growth Enablement as an escalation point for clients in the East/West territory.
• Understand the addressable market within your territory and create strategies to pursue net-new revenue opportunities.
• Cross-sell products and services by engaging decision-makers and assessing client needs.
• Understand market changes and legislative issues that may impact client decisions.
• Develop add-on sales and retention strategies under the direction of the VP, Growth Enablement.
• Maintain high client satisfaction by serving as the primary point person for client escalations and issue resolution.
• Act as a trainer and mentor, providing expertise on network access for new prospects.
• Serve as an educational resource and Subject Matter Expert (SME) on market strategy.
• Gather and maintain competitive intelligence to educate clients and coworkers on Velera’s competitive positioning.
• Exhibit mastery of all products and technology solutions, including ATM/Debit Processing, Fraud and Analytic tools, Shared Branching, Call Center Support, Digital, Credit Processing, Collections, Zelle, and add-on services.
• Lead and conduct on-site diligence to uncover prospect pain points and sales opportunities.
• Accompany Executive Management, Regional Sales Managers, or Client Business Executives to prospect meetings to gather information and identify pain points.
• Evaluate and understand market and industry changes and report significant events to Velera Solutions management.
• Communicate how products/solutions relate and provide support to product groups and business partners as needed.
• Participate in meetings, conferences, and presentations, providing leadership in preparation, review, and delivery.
• Provide market intelligence and feedback to membership, product, marketing teams, and business partners regarding evolving client needs and product direction.
• Assess the impact of new product initiatives on the organization and operational environment.
• Develop and expand C-suite relationships to grow platform sales.
• Create proposals for renewals and present them to clients.
• Perform other duties as assigned.

About 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.

Pay

$84,900.00 - $108,200.00. 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

Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions.