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.
Responsible for consistently delivering the Strategic Business Review to all assigned clients.
Prepare proposals, negotiate contractual relationships, and prepare and deliver accurate and timely proposals.
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 union for strategic initiatives and escalated issue resolution.
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 – III

Key skills