Client Growth Executive, Level III
Velera
full-time
Posted on:
Location Type: Remote
Location: New York • 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.
- Meet and consult with credit union senior executives to develop strategic opportunities.
- Deliver the Strategic Business Review to all assigned clients showing the value of Velera’s products and solutions.
- Align strategically the credit union’s goals and objectives to Velera’s products and services.
- Evaluate and understand market intelligence that may impact Velera’s product offering or sales approach.
- Prepare proposals, negotiate contractual relationships with credit unions.
- Maintain and grow revenue for their assigned book of business.
- Develop, solidify and maintain strong account relationships that result in excellent credit union satisfaction scores.
- Prepare and deliver effective and influential presentations at Velera sponsored events.
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
- 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 & Tools
B2B experienceB2BC experienceP&L Statement interpretationNCUA 5300 Call Report interpretationfinancial statement analysisproposal preparationcontract negotiationmarket intelligence evaluationaccount managementpresentation delivery
Soft Skills
relationship managementstrategic thinkingconsultative sellingcommunicationinfluencingclient satisfaction focusnegotiationproblem-solvingteam collaborationleadership
Certifications
Bachelor’s degreeMaster’s degree