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Velera

Velera

via DailyRemote

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Client Growth Executive II

Anywhere
full-time
Posted 8/29/2025
Verified Source
Key Skills:
Relationship Management
Strategic Business Review
Salesforce Account Management
Financial Services Knowledge
Contract Negotiation
Client Portfolio Management
Payment Industry Trends

Compensation

Salary Range

$90K - 130K a year

Responsibilities

Manage and grow relationships with credit union clients through onsite visits, strategic planning, contract negotiation, and cross-functional collaboration to maximize portfolio performance and revenue.

Requirements

Bachelor's degree or equivalent, 7+ years in marketing, business development, consulting, sales or relationship management, B2B/B2BC experience, preferably in financial services or consulting.

Full Description

Description: • Serve as the overall Velera relationship manager for credit unions with revenues greater than the minimum amount as set by the Account Management SVP. • 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. • Prepare proposals, negotiate contractual relationships with credit unions, and propose and negotiate new and renewal term agreements; prepare and deliver accurate and timely proposals, pricing comparisons, proformas and program analyses. • Manage revenue for the entire book of assigned business including the opportunity to promote additional line of business sales opportunities to the Velera’s sales team. • 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. • 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. • 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 PSCU products and solutions; maintain current knowledge of card, ecommerce, payments, and credit union industry related to Visa, MasterCard, First Data, 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. • Must interact positively and professionally in all interactions with Velera staff, clients, and business constituents. • Continuously review landscape and recommend, develop, and implement new and creative approaches to growing Velera business. • In conjunction with assigned Service Executives, serve as liaison for product implementations, program start-ups, and other major projects as necessary; maintain close working relationship with internal departments to ensure smooth and open communications. • 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. • Ensure information is current and entered into Velera client database in a timely fashion. • Perform other duties as assigned. Requirements: • Bachelor\u2019s degree in related field preferred or equivalent combination of education and experience required. • Minimum seven (7) years marketing, business development, consulting, sales or relationship management experience required. • Minimum seven (7) years of B2B / B2BC experience required. • Financial Services or Consulting experience preferred. Benefits: • Great Work/Life 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

This job posting was last updated on 9/2/2025

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