Service Executive

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

📋 Description

• Oversee the complete servicing relationship for designated clients across all business lines

• Create and execute strategic plans, operational initiatives, and programs in collaboration with both internal and external leadership

• Manage all facets of client servicing in conjunction with Client Growth Executives and enterprise business units

• Act as an advocate for clients, enhance consultative member service, promote Velera products and services, and supervise initiatives and service requests

• Handle client escalations, resolutions, implementation challenges, operational issues, system problems, and application concerns

• Develop comprehensive resolution action plans to tackle production-related challenges and critical issues

• Strengthen strategic client relationships while managing program requirements and daily servicing requests

• Oversee complex and sophisticated client programs

• Provide mentorship and coaching to others while actively seeking personal development opportunities

• Lead multifaceted client initiative projects, including financial institution mergers, pilot programs for new products, promotions, and campaigns

• Consult with clients on strategic planning, program management, solution delivery, new product launches, and issue resolution

• Serve as the primary point of contact among partners and ensure ongoing communication for timely implementation

• Act as the primary operational liaison for clients with Velera delivery and production teams

• Prepare and present updates to senior leadership and client senior executives

• Cultivate knowledge of client product and service portfolios, providing consultation, mentorship, and guidance on initiatives and change requests

• Engage with clients regarding service satisfaction and daily service delivery inquiries

• Generate client status reports and lead progress on outstanding items

• Create status reports, client presentations, business reviews, and operational/service reports

• Execute additional responsibilities as assigned

⛳️ Requirements

• Bachelor’s Degree in a relevant field or a combination of education and pertinent experience is preferred

• Minimum of three (3) years of client relationship or client servicing experience within the financial services industry is required

• Proven experience in driving strategic initiatives, client outcomes, and customer success is necessary

• Project Management experience is preferred

• Must have eligibility to work in the United States

• This position is not currently eligible for sponsorship

🏝️ Benefits

• Competitive wages

• Medical with telemedicine options

• 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 an Employee Assistance Program (EAP)

• Tuition Reimbursement program

• Wellness initiatives

• Remote-first, flexible work environment

• Commitment to psychological safety, wellbeing, and belonging