Account Executive III

This is a fully remote position, open to applicants in United States.

📋 Description

• This role acts as the enterprise Velera relationship manager for the most significant revenue-generating and strategically essential financial institutions of Velera.

• Through primarily onsite visits, proactively engage and consult with senior executives of credit unions to identify strategic opportunities for partnership expansion and enhancement of portfolio performance.

• Accountable for consistently presenting the Strategic Business Review to all assigned clients, demonstrating the value of Velera’s products and solutions.

• Strategically align the objectives and goals of financial institutions with Velera’s offerings to optimize Velera’s Value Proposition.

• Assess and comprehend market intelligence that could influence Velera’s product offerings or sales strategies, reporting significant industry developments to Velera management.

• Draft proposals, negotiate contracts with financial institutions, and propose as well as negotiate new and renewal agreement terms.

• Sustain and enhance revenue for their designated book of business, including generating leads for additional sales opportunities.

• Cultivate, solidify, and maintain robust account relationships that yield high satisfaction scores from financial institutions as indicated by periodic surveys.

• Prepare and deliver compelling and impactful presentations at Velera-sponsored events, financial institution staff meetings, Board of Directors meetings, advisory groups, and other required functions.

• Keep abreast of current trends and innovations in the payment industry, as well as Velera's products and solutions; stay updated on card, ecommerce, payments, and banking sectors related to Visa, MasterCard, Fiserv, Velera, and competitors.

• Collaborate with assigned Service Executives to act as a liaison for product implementations, program launches, and other significant projects as necessary.

⛳️ Requirements

• A bachelor’s degree in a related field or an equivalent combination of education and experience is required.

• A master’s degree is preferred.

• At least ten (10) years of experience in marketing, business development, consulting, sales, or relationship management is required.

• A minimum of ten (10) years of B2B/B2BC experience is required.

• Experience in Financial Services or Consulting is preferred.

• Demonstrated ability to build and sustain relationships with senior-level executives at large financial institutions, with strong strategic account management and cross-selling skills.

• Capability to identify strategic initiatives along with a proven track record in planning, managing, and concluding complex competitive sales efforts.

• Proficient in effective communication in both verbal and written formats, and skilled in delivering presentations using various audiovisual aids.

• Exhibits excellent reasoning and analytical abilities; strong skills in executive presentation, problem-solving, and negotiation with the capacity to influence others' decisions.

• Ability to exercise discretion and independent judgment in making decisions that affect Velera and client finances.

• Preferred knowledge of the payments, ecommerce, credit, and debit card industry and related operations; familiarity with card-processing platforms is a plus.

• Competency in interpreting P&L Statements, NCUA 5300 Call Reports, and monthly financial statements.

• Experience managing client relationships involving over $3.5 million in annual revenue.

• Willingness to travel as required, approximately 41-50% of the time.

🏝️ Benefits

• Medical with telemedicine services.

• Dental and vision coverage.

• Basic and optional life insurance.

• Paid Time Off (PTO).

• Maternity, parental, and family care leave.

• Community volunteer time off.

• 12 paid holidays.

• Company-paid disability insurance.

• 401k plan with employer matching.

• Health Savings Accounts (HSA) with company contributions.

• Flexible Spending Accounts (FSA).

• Supplemental insurance options.

• Mental health and well-being support through the Employee Assistance Program (EAP).

• Tuition reimbursement opportunities.

• Wellness program.