Service Executive IV

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

📋 Description

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

• Create and finalize strategic plans, operational initiatives, and programs in collaboration with internal and external leadership.

• Manage all facets of client servicing while collaborating with the designated Client Growth Executive 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, and issues related to implementation, operations, systems, and applications.

• Provide consulting services to senior leadership teams, strategic partners, and vendor partners.

• Strengthen strategic client relationships and manage intricate client programs.

• Mentor and coach colleagues while pursuing mentorship for personal growth.

• Lead complex client initiatives, including financial institution mergers, new product pilots, promotions, and campaigns.

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

• Act as the central liaison among partners and ensure the timely execution of client initiatives.

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

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

• Maintain regular communication with clients concerning service satisfaction and daily service delivery.

• Professionally guide client progress and the status of outstanding items.

• Perform additional duties as required.

⛳️ Requirements

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

• A minimum of seven (7) years of experience in client relationship 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 currently not eligible for sponsorship.

• Must possess the appropriate work authorization; Velera is an E-Verify Employer.

🏝️ 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 contributions

• Flexible Spending Accounts (FSA)

• Supplemental Insurance

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

• Tuition Reimbursement

• Wellness program

• Remote-first, flexible environment

• Emphasis on psychological safety, well-being, and belonging