Client Growth Executive – III
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Job Description
Client Growth Executive managing relationships with strategically important credit unions at Velera. Focus on enhancing portfolio performance and delivering value through innovative financial technology solutions.
Responsibilities:
- 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, and demonstrate the value of the Velera partnership with assigned credit unions
- 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 credit union’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
- 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
- Meet or exceed established revenue growth goals from the sale of new products and services and by enhancing overall portfolio performance
- Develop, solidify and maintain strong account relationships that result in excellent credit union satisfaction scores as reflected in periodic surveys
- Act as primary management point of contact for credit union for strategic initiatives and escalated issue resolution
- Support credit union’s designated executive sponsor and advocate internally at Velera
- Prepare and deliver effective and influential presentations at Velera sponsored events, credit union staff and Board of Directors meetings, advisory groups and other functions as may be required
- Maintain open lines of communication with VP of Account Management and SVP of Account Management and report any contract renewals that are in jeopardy with a plan of action of how to retain the business
- Timely escalation of potential relationship issues to appropriate internal Velera leaders to determine appropriate ownership and accountability for resolution
- Actively review client landscape and recommend, develop, and implement new and creative approaches to growing Velera business; proactively manage, prioritize and engage sales leads
- Maintain current knowledge of payment industry trends and innovation, and Velera products and solutions; maintain current knowledge of card, ecommerce, payments, and credit union industry related to Visa, MasterCard, Velera, and competitors
- Collaborate with product team regarding new product development for credit union and consumer opportunities; coordinate interdivisional and interdepartmental communications related to serving clients with new and existing products/solutions
- Responsible for maintaining and keeping current account plans for all assigned credit unions in Salesforce, ensuring opportunities are updated and maintaining accurate records for assigned portfolio of credit unions
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
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