Serve as the enterprise Velera relationship manager for Velera’s largest revenue generating and strategically important member owner credit unions.
Meet and consult with credit union senior executives to develop strategic opportunities.
Deliver the Strategic Business Review to all assigned clients showing the value of Velera’s products and solutions.
Align strategically the credit union’s goals and objectives to Velera’s products and services.
Evaluate and understand market intelligence that may impact Velera’s product offering or sales approach.
Prepare proposals, negotiate contractual relationships with credit unions.
Maintain and grow revenue for their assigned book of business.
Develop, solidify and maintain strong account relationships that result in excellent credit union satisfaction scores.
Prepare and deliver effective and influential presentations at Velera sponsored events.

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%.

Client Growth Executive, Level III

Key skills