Velera · 16 hours ago
Client Growth Executive III
United States
Full-time
Remote
Senior Level, Lead/Staff
$96K/yr - $124K/yr
10+ years expVelera is the nation’s premier payments credit union service organization and an integrated fintech solutions provider. They are seeking a talented Client Growth Executive III to enhance relationship development with their largest revenue generating Member-Owner Credit Unions, aiming to foster loyalty and revenue growth through strategic planning and consultation.
CreditFinTechManagement Consulting
No H1B
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
Strategic focus is key as well as identifying growth opportunities while utilizing a consultative sales approach that ensures credit union business objectives are met and performance metrics of payment portfolios are maximized
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; prepare and deliver accurate and timely proposals, pricing comparisons, proformas and program analyses
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
Assists or participates in various regional meetings that promote Velera’s products and services
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
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
Build and maintain relationships with senior level executives at large financial institutions; strong strategic account management and consultation and relationship cross-selling skills
Identify strategic initiatives and demonstrated track record of planning, managing, and closing a complex, competitive sales effort
Perform other duties as assigned
Qualification
Required
Bachelor's degree in related field or equivalent combination of education and experience required
Minimum ten (10) years marketing, business development, consulting, sales or relationship management experience required
Minimum ten (10) years of B2B / B2BC experience required
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%
Preferred
Master's Degree preferred
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
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
Company
Velera
Velera provides financial technology and processing solutions for credit unions.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Chuck Fagan
President and CEO
Recent News
2026-01-20
2025-12-02
Company data provided by crunchbase