Client Growth Executive, III

Role Overview

• Serve 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
• 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
• 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
• 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
• 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
• Actively review client landscape and recommend, develop, and implement new and creative approaches to growing Velera business

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