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.
Responsible for consistently delivering 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 to maximize Velera’s Value Proposition.
Maintain and grow revenue for their assigned book of business including generating lead opportunities for additional line of business sales.
Develop, solidify and maintain strong account relationships that result in excellent credit union satisfaction scores as reflected in periodic surveys.

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 III

Key skills