Client Growth Executive III

📋 Description

• This role functions as the enterprise relationship manager for Velera, specifically targeting the largest revenue-generating and strategically significant member-owner credit unions.

• Through primarily onsite visits, engage proactively with senior executives at credit unions to identify strategic opportunities that enhance the partnership and boost portfolio performance.

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

• Strategically align the goals and objectives of the credit unions with Velera’s products and services to maximize the Value Proposition offered by Velera.

• Sustain and grow revenue within the assigned portfolio, including generating leads for additional line of business sales.

• Cultivate, strengthen, and maintain robust account relationships that lead to high credit union satisfaction scores, as indicated in periodic surveys.

⛳️ 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 essential.

• Experience in Financial Services or Consulting is preferred.

• Familiarity with the payments, e-commerce, credit, and debit card industries, along with related operations, is preferred; knowledge of card-processing platforms is also preferred.

• Capability to interpret P&L Statements, NCUA 5300 Call Reports, and monthly financial statements.

• Experience managing client relationships that involve $3.5 million or more in annual revenue.

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

🏝️ 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