Client Growth Executive – III

Role Overview

• This position serves as the enterprise Velera relationship manager for Velera’s largest revenue generating and strategically important member owner credit unions
• Primarily through onsite visits, proactively meet and consult with credit union senior executives to develop strategic opportunities to extend the partnership and increase portfolio performance, demonstrating 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
• Responsible for consistently delivering the Strategic Business Review to all assigned clients showing the value of Velera’s products and solutions which includes participating in strategic planning and taking a broad perspective to deliver relevant payment and ecommerce industry expertise
• 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
• Maintain and grow revenue for their assigned book of business including generating lead opportunities for additional line of business sales
• Meet or exceed established revenue growth goals from the sale of new products and services and by enhancing overall portfolio performance
• Develop, solidify and maintain strong account relationships that result in excellent credit union satisfaction scores as reflected in periodic surveys
• Act as primary management point of contact for credit union for strategic initiatives and escalated issue resolution
• Support credit union’s designated executive sponsor and advocate internally at Velera
• Prepare and deliver effective and influential presentations at Velera sponsored events, credit union staff and Board of Directors meetings, advisory groups and other functions as may be required
• 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
• Timely escalation of potential relationship issues to appropriate internal Velera leaders to determine appropriate ownership and accountability for resolution
• 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 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; coordinate interdivisional and interdepartmental communications related to serving clients with new and existing products/solutions
• Responsible for maintaining and keeping current account plans for all assigned credit unions in Salesforce, ensuring opportunities are updated and maintaining accurate records for assigned portfolio of credit unions

Requirements

• 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
• Ability to interpret P&L Statement, NCUA 5300 Call Report and monthly financial statements
• Experience with managing client relationships involving $3.5 million + in annual revenue
• Ability to travel as needed, 41-50%

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