Account Executive III
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Job Description
Account Executive III managing relationships with major financial institutions for Velera. Focusing on strategic account management and enhancing revenue growth with financial services.
Responsibilities:
- Serving as the enterprise Velera relationship manager for Velera’s largest revenue generating and strategically important financial institutions
- Actively contacting credit union senior executives to develop strategic opportunities
- Monitoring and communicating the value of Velera products and solutions
- Consistently delivering the Strategic Business Review to all assigned clients
- Preparing proposals and negotiating contractual relationships with financial institutions
- Maintaining and growing revenue for the assigned book of business
- Acting as the primary management point of contact for financial institutions
- Preparing and delivering effective presentations at various meetings and events
- Maintaining current account plans for all assigned financial institutions in Salesforce
- Collaborating with product team regarding new product development
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
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