Service Executive III

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

📋 Description

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

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

• Facilitate all facets of client servicing alongside the Client Growth Executive and various enterprise business units.

• Advocate on behalf of assigned clients, enhance consultative member service, promote Velera's products and services, and manage initiatives and service requests.

• Offer expertise and assistance for client escalations and resolutions.

• Act as a consultant to senior leadership, strategic partners, and vendor partners regarding resolution action plans and production-related challenges.

• Assess issues, determine root causes, and spearhead actions to mitigate impacts.

• Oversee intricate client programs and manage strategic client relationships.

• Provide mentorship and coaching to others.

• Direct resolution delivery for client initiatives and operational challenges.

• Engage in client projects such as financial institution mergers, new product pilots, promotions, and campaigns.

• Consult with clients on strategic planning, program management, solution delivery, product deployment, and issue resolution while ensuring compliance with regulations.

• Serve as the primary point of contact for partners regarding client initiatives.

• Function as the main operational liaison for clients with Velera's delivery and production teams.

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

• Maintain communication with clients concerning service satisfaction and everyday service delivery.

• Provide updates to Velera's senior leadership and client senior executives.

• Execute additional duties as assigned.

⛳️ Requirements

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

• A minimum of five (5) years of experience in client relationship management or client servicing within the financial services sector is required.

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

• Project Management experience is preferred.

• This position is currently not eligible for sponsorship.

🏝️ Benefits

• Competitive wages.

• Medical coverage with telemedicine options.

• Dental and Vision plans.

• 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.

• Wellness program.

• Remote-first, flexible working environment.

• Emphasis on psychological safety, well-being, and a sense of belonging.