[Remote] Client Growth Executive I

Note: The job is a remote job and is open to candidates in USA. Velera is the nation’s premier payments credit union service organization and an integrated fintech solutions provider. They are seeking a Client Growth Executive I to manage relationships with assigned credit unions, providing program consulting and strategic planning to enhance client portfolios and promote Velera's products and services.

Responsibilities

• Represent, support, and develop relationships between Velera and executive management at assigned credit unions
• Use knowledge of Velera’s credit, debit, Contact Center Services & Solutions, Bill Pay, and all other lines of business in a consultative approach to manage client portfolios
• Provide a comprehensive level of program consulting, strategic planning, program analysis and development, along with the sale and coordination of Velera’s products and services
• Develop, maintain, and execute sales strategies supporting assigned credit unions
• Mitigate and remedy any service or support issues, and refer Velera products and services to the National Sales team
• Develop and execute customized account plans to increase sales volume and market share within assigned credit unions
• Foster in-depth and productive relationships at all levels with client and Velera departments
• Prepare and deliver accurate and timely annual Card Program Analysis to review the client’s growth and profitability
• Maintain a close working relationship with Member Services and serve as the client liaison to mitigate and remedy any service issues that may impact the overall client relationship with Velera
• Act, in conjunction with the assigned implementation or member services representative, as a liaison for product implementations, program start-ups, and other major projects as necessary
• Identify strategic opportunities while utilizing consultative sales approach that ensures client business objectives are met and performance metrics of payment portfolios are maximized
• Deliver consultative support to identify and solve multifaceted business issues across credit union’s enterprise business as related to Velera products/services
• Prepare proposals, negotiate contractual relationships with client, and propose and negotiate new and renewal term agreements
• Meet or exceed established revenue goals from the sale of new products and services
• Develop sales and service goals, objectives and revenue forecasts related to assigned accounts with full accountability for results
• Consult with assigned clients in creation, launch, and tracking of marketing campaigns focused on account acquisition and portfolio growth
• Develop, solidify and maintain strong account relationships that result in excellent client 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
• Prepare and deliver effective and influential presentations at Velera sponsored events, credit union staff and Board of Directors, advisory groups, and other functions, as needed
• Continually update the Velera Client Relationship Management (Salesforce) profile with communications, plans, opportunities and tasks related to maintaining and fostering the client relationship
• Effectively manage product renewal opportunities to secure renewed relationships with clients
• Actively review client landscape and recommend, develop, and implement new and creative approaches to growing Velera business
• Maintain current knowledge of payment industry trends and innovation, and Velera products and solutions
• 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
• Keep abreast of, and communicate with the client regarding legislative, regulatory, and procedural issues
• Ensure information is current and entered into Velera client database in timely fashion
• Perform other duties as assigned

Skills

• Bachelor's degree in related field or equivalent combination of education and experience required
• Minimum four (4) years marketing, business development, consulting, sales or relationship management experience required
• Minimum four (4) years of B2B / B2BC experience required
• Financial Services or Consulting experience preferred

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
• Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions

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