Service Executive

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

📋 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 internal and external leadership.

• Facilitate client servicing by partnering with Client Growth Executives and enterprise business units.

• Champion client interests, advocate for Velera products and services, and manage initiatives and service requests.

• Handle client escalations, resolutions, implementation, operational, system, and application challenges.

• Act as a consultant to senior leadership, strategic partners, and vendor partners.

• Enhance strategic client relationships and manage daily servicing requirements.

• Oversee complex and sophisticated client programs.

• Provide mentorship and coaching to others.

• Lead diverse client initiative projects, including financial institution mergers, product pilots, promotions, and campaigns.

• Advise clients on strategic planning, program management, solution delivery, product delivery, issue resolution, and regulatory compliance.

• Function as the primary point of contact between clients and internal teams.

• Create and present agendas, presentations, status reports, business reviews, and operational/service updates.

• Act as the client's main operational contact with Velera's delivery and production teams.

• Ensure regular communication with clients, including service satisfaction assessments and status updates.

• Execute additional responsibilities as assigned.

⛳️ Requirements

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

• A minimum of three (3) years of experience in client relationship management or client servicing within the financial services industry is required.

• Proven experience in driving strategic initiatives, achieving client outcomes, and ensuring customer success is essential.

• Project Management experience is preferred.

• This position is not eligible for sponsorship at this time.

• Must be able to work remotely from Ohio.

🏝️ Benefits

• Competitive wages

• Medical with telemedicine

• Dental and Vision

• Basic and Optional Life Insurance

• Paid Time Off (PTO)

• Maternity, Parental, Family Care leave

• Community Volunteer Time Off

• 12 Paid Holidays

• Company Paid Disability Insurance

• 401k plan with employer match

• 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

• Wellness program offerings

• Remote-first, flexible working environment

• Commitment to psychological safety, well-being, and a sense of belonging