Strategic Alliance Executive

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

📋 Description

• Oversee the relationships with external consultants and other significant partnerships.

• Act as the primary Velera relationship manager for both external consultants and key partnerships.

• Engage with senior executives from consulting firms, primarily through onsite visits, to identify and cultivate strategic partnership opportunities.

• Assess and communicate the value of Velera products and solutions while demonstrating the benefits of partnerships.

• Collaborate with Growth Leaders to organize consultant meetings and ensure alignment of feedback and messaging.

• Monitor and evaluate renewals, competitor activities, consultant influence, pricing strategies, client requests, and lessons learned.

• Provide quarterly reports to Growth team leaders detailing consultant activities, trends, competitive landscape, and unique requests.

• Take part in consultant-related renewal and sales initiatives.

• Track and evaluate consultant performance using dashboard reports.

• Maintain relationships with industry partners, including consultants and other third-party collaborators.

• Implement a structured feedback process and offer recommendations to enhance sales effectiveness, client loyalty, and retention.

• Utilize consultant trends, insights from lessons learned, and client feedback to refine account management strategies and sales techniques.

• Identify root causes of attrition and correlate trends across competitors, consultants, and reasons for loss.

• Prepare and deliver summaries of consultant and competitive intelligence to Growth leaders and stakeholders.

• Collaborate with Growth leaders and stakeholders to evaluate how consultant feedback influences client-facing processes.

• Perform any additional duties assigned.

⛳️ Requirements

• Required: High school diploma or equivalent.

• Preferred: Bachelor’s degree in business or a related field.

• Preferred: Master’s degree.

• Required: Minimum of 10 years of relevant experience in financial services, client relationship management, sales, business development, consulting, or a related field.

• An equivalent combination of education and relevant experience may be accepted, provided it aligns with Velera’s qualification standards.

• This position may necessitate travel of 41%–50% per year.

• This role is currently not eligible for sponsorship.

🏝️ 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 provided contributions

• Flexible Spending Accounts (FSA)

• Supplemental Insurance

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

• Tuition Reimbursement

• Wellness program

• Remote-first, flexible environment

• Psychological safety, wellbeing, and belonging