Client Growth Executive II

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

📋 Description

• Serve as a representative and foster relationships between Velera and executive leadership at designated credit unions.

• Oversee client portfolios utilizing a consultative methodology.

• Offer consulting services on programs, engage in strategic planning, conduct program analysis and development, and coordinate sales for Velera's products and services.

• Formulate, sustain, and implement sales strategies for designated credit unions.

• Negotiate agreements and market Velera's products and services.

• Create and execute tailored account plans aimed at boosting sales volume and market penetration.

• Act as the primary relationship manager for Velera at assigned credit unions.

• Engage and consult with senior executives at credit unions, primarily through in-person meetings.

• Present Strategic Business Reviews and offer expertise in the payment and e-commerce sectors.

• Align the objectives of credit unions with Velera’s products and services.

• Recognize growth opportunities and optimize portfolio performance.

• Assess market intelligence and inform management of significant industry developments.

• Draft proposals, pricing comparisons, proformas, program analyses, and contractual agreements.

• Oversee revenue for the designated portfolio and promote additional business opportunities.

• Cultivate account relationships, support executive sponsors, and address escalated concerns.

• Handle contract renewals and devise retention strategies.

• Analyze client landscapes, manage sales leads, and implement strategies to expand the business.

• Stay informed about payment, card, e-commerce, credit union, and competitive sectors.

• Collaborate with product teams on the development of new offerings.

• Coordinate communications for client implementations, program launches, and major initiatives.

• Keep current account plans and accurate records in Salesforce and Velera’s client database.

• Execute other duties as assigned.

⛳️ Requirements

• Preferred bachelor’s degree in a relevant field or an equivalent combination of education and experience.

• A minimum of seven (7) years of experience in marketing, business development, consulting, sales, or relationship management is required.

• At least seven (7) years of B2B / B2BC experience is mandatory.

• Experience in Financial Services or Consulting is preferred.

• Must possess legal authorization to work in the United States; this role is not currently eligible for sponsorship.

🏝️ 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

• Remote-first, flexible environment