Sales Representative
BiggerPockets
Account Executive
Velera
full-time
Posted on:
Location Type: Remote
Location: Remote • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $95,800 - $124,500 per year
Job Level
SeniorLead
About the role
- The basic function of the Account Executive III - Primax position is to raise the focus of relationship development with our largest revenue generating and strategically important financial institutions to a perceived level of trusted partner and consulted advisor.
- Create an environment with our financial institutions of unprecedented loyalty, endorsement, revenue growth, and dominant market share.
- Deliver on that plan by assembling a team of Velera’s best people and solutions to help achieve the goals set by our financial institutions.
- This position serves as the enterprise Velera relationship manager for Velera’s largest revenue generating and strategically important financial institutions.
- Proactively meet and consult with credit union senior executives to develop strategic opportunities to extend the partnership and increase portfolio performance.
- Responsible for consistently delivering the Strategic Business Review to all assigned clients showing the value of Velera’s products and solutions which includes participating in strategic planning and taking a broad perspective to deliver relevant payment and ecommerce industry expertise.
- Align strategically the financial institution’s goals and objectives to Velera’s products and services to maximize Velera’s Value Proposition.
- Evaluate and understand market intelligence that may impact Velera’s product offering or sales approach and report significant industry changes to Velera management.
- Maintain and grow revenue for their assigned book of business including generating lead opportunities for additional line of business sales.
Requirements
- Bachelor’s degree in related field or equivalent combination of education and experience required
- Master’s Degree preferred
- Minimum ten (10) years marketing, business development, consulting, sales or relationship management experience required
- Minimum ten (10) years of B2B / B2BC experience required
- Financial Services or Consulting experience preferred
- Proven ability to build and maintain relationships with senior level executives at large financial institutions; strong strategic account management and consultation and relationship cross-selling skills
- Ability to identify strategic initiatives and demonstrated track record of planning, managing, and closing a complex, competitive sales effort
- Ability to communicate effectively in both verbal and written formats and give presentations utilizing various audiovisual support aids
- Demonstrated excellent reasoning and analytical skills; strong executive presentation, problem solving, and negotiation skills with ability to influence decisions of others
- Ability to exercise discretion and independent judgment when making decisions that has monetary impact on Velera and client
- Knowledge of payments, ecommerce, credit, and debit card industry and related operations preferred; knowledge of card-processing platform preferred
- Ability to interpret P&L Statement, NCUA 5300 Call Report and monthly financial statements
- Experience with managing client relationships involving $3.5 million + in annual revenue
- Ability to travel as needed, 41-50%.
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
B2BB2BCstrategic account managementconsultationrelationship cross-sellingP&L Statement interpretationNCUA 5300 Call Reportfinancial statement analysispayments industry knowledgeecommerce industry knowledge
Soft skills
relationship buildingstrategic planningcommunicationpresentation skillsreasoning skillsanalytical skillsproblem solvingnegotiation skillsinfluencediscretion
Certifications
Bachelor’s degreeMaster’s degree
