Client Growth Executive, Senior
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
- This position serves 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
- Demonstrating appropriate sense of urgency; continually monitor and communicate value of Velera.products/solutions
- Responsible for consistently delivering the Strategic Business Review to all assigned clients showing the value of Velera’s products and solutions
- Prepare proposals, negotiate contractual relationships with credit unions, and propose and negotiate new and renewal term agreements
- 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
- Act as primary management point of contact for credit union for strategic initiatives and escalated issue resolution
- Prepare and deliver effective and influential presentations at Velera sponsored events, credit union staff and Board of Directors meetings
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
B2BB2BCP&L Statement interpretationNCUA 5300 Call Reportfinancial statement analysiscontract negotiationproposal preparationaccount managementbusiness developmentmarketing
Soft Skills
relationship managementstrategic thinkingcommunicationpresentation skillsproblem-solvingclient satisfactionurgencyinfluencingconsultative sellinglead generation
Certifications
Bachelor’s degreeMaster’s degree