[Hiring] Client Growth Executive III @Velera

Role Description

We are seeking a talented Account Executive III to raise the focus of relationship development with our largest revenue generating and strategically important Member-Owner Credit Unions to a perceived level of trusted partner and consulted advisor. The objective is to create an environment with our Member-Owners of unprecedented loyalty, endorsement, revenue growth, and dominant market share. This position requires strong knowledge and skill in the ability to both build a strategic plan with Velera’s Member-Owner Credit Unions and deliver on that plan by assembling a team of Velera’s best people and solutions to help achieve the goals set by our Member-Owners.

Competency in the ability to deliver knowledge and skill in the following areas is critical to the success of the person in this position:

• Velera’s products
• Services
• Organizational process improvements
• Risk mitigation capabilities
• Financial performance
• Industry trends
• Legislative and regulatory compliance

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.
• Responsible for consistently delivering 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 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.
• Prepare and deliver effective and influential presentations at Velera sponsored events, credit union staff and Board of Directors meetings.
• Maintain open lines of communication with VP of Account Management and SVP of Account Management.
• Timely escalation of potential relationship issues to appropriate internal Velera leaders.
• Actively review client landscape and recommend, develop, and implement new and creative approaches to growing Velera business.
• Collaborate with product team regarding new product development for credit union and consumer opportunities.
• Must interact positively and professionally in all interactions with Velera staff, clients, and business constituents.
• In conjunction with assigned Service Executives, serve as liaison for product implementations, program start-ups, and other major projects as necessary.
• Responsible for maintaining and keeping current account plans for all assigned credit unions in Salesforce.
• Build and maintain relationships with senior level executives at large financial institutions.
• Identify strategic initiatives and demonstrated track record of planning, managing, and closing a complex, competitive sales effort.
• Perform other duties as assigned.

Qualifications

• 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.
• 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