Client Growth Executive – III

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

📋 Description

• Act as the primary relationship manager for Velera, focusing on the largest revenue-generating and strategically significant member-owner credit unions.

• Engage with senior executives of credit unions through on-site visits to identify strategic opportunities and enhance portfolio performance.

• Track and communicate the value of Velera’s products, solutions, and partnerships.

• Conduct Strategic Business Reviews and share expertise in the payment and ecommerce sectors.

• Align the objectives of credit unions with Velera’s offerings to optimize the value proposition.

• Utilize a consultative sales approach to identify growth opportunities.

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

• Create proposals, pricing comparisons, proformas, and program analyses; negotiate contracts and renewal agreements.

• Sustain and expand assigned-book revenue while generating leads for additional service lines.

• Foster executive relationships, oversee strategic initiatives, and address escalated issues.

• Present at Velera-sponsored events, credit union staff meetings, Board of Directors meetings, advisory groups, and other engagements.

• Escalate relationship concerns and at-risk contract renewals to appropriate leaders along with retention action plans.

• Innovate and execute creative strategies to grow Velera's business while managing sales leads.

• Stay informed about trends in payments, card, ecommerce, credit unions, Visa, MasterCard, Velera, and competitors.

• Collaborate with product teams for new product development and facilitate interdepartmental communications.

• Act as a liaison for product implementations, program launches, and major projects.

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

• Undertake additional duties as assigned.

⛳️ Requirements

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

• 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.

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

• Experience in Financial Services or Consulting is preferred.

• A Master’s Degree is preferred.

• Familiarity with the payments, ecommerce, credit, and debit card industries and their operations is preferred.

• Knowledge of card processing platforms is preferred.

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

• Proven experience in managing client relationships involving annual revenues of $3.5 million or more.

• This position is not currently eligible for sponsorship.

🏝️ Benefits

• Competitive wages

• Medical coverage with telemedicine options

• Dental and Vision Insurance

• 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 with employer matching

• Health Savings Accounts (HSA) with company contributions

• Flexible Spending Accounts (FSA)

• Supplemental Insurance options

• Mental Health and Well-being support through Employee Assistance Program (EAP)

• Tuition Reimbursement

• Wellness program

• Remote-first, flexible work environment

• Commitment to psychological safety, well-being, and belonging