Client Growth Executive
Velera
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $95,800 - $124,500 per year
About the role
- Serve as the enterprise Velera relationship manager for Velera’s largest revenue generating and strategically important member owner credit unions
- Primarily through onsite visits, proactively meet and consult with credit union senior executives to develop strategic opportunities to extend the partnership and increase portfolio performance
- Continually monitor and communicate value of Velera products/solutions
- Responsible for delivering the Strategic Business Review to all assigned clients
- Prepare proposals, negotiate contractual relationships with credit unions
- Maintain and grow revenue for their assigned book of business including generating lead opportunities for additional line of business sales
- Develop, solidify and maintain strong account relationships that result in excellent credit union satisfaction scores
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
- 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
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Applicant Tracking System Keywords
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Hard Skills & Tools
B2B experienceB2BC experienceP&L Statement interpretationNCUA 5300 Call Report interpretationfinancial statement analysiscontract negotiationproposal preparationaccount managementlead generationportfolio performance management
Soft Skills
relationship managementstrategic consultingcommunicationnegotiationclient satisfactionbusiness developmentproblem-solvingorganizational skillsinterpersonal skillsstrategic thinking
Certifications
Bachelor’s degreeMaster’s degree (preferred)