Client Growth Executive I

Velera is the nation’s premier payments credit union service organization (CUSO) and an integrated fintech solutions provider. The company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Our purpose: We accelerate partners’ success through innovative financial technology solutions and inspired service.

The Opportunity:

We are seeking a talented Client Growth Executive I. Under minimal supervision, this position represents, supports, and develops relationships between Velera and executive management at assigned credit unions for all aspects of PSCU at an enterprise level. Incumbent will use knowledge of Velera’s credit, debit, Contact Center Services & Solutions, Bill Pay, and all other lines of business in a consultative approach to manage client portfolios, and provide a comprehensive level of program consulting, strategic planning, program analysis and development, along with the sale and coordination of Velera ’s products and services to increase the perception of Velera as a trusted partner and advisor. Responsibilities will be executed primarily via telephone, email and webinar interactions. However, some travel responsibilities may periodically be needed. Incumbent will develop, maintain, and execute sales strategies supporting assigned credit unions, mitigate and remedy any service or support issues, and will refer Velera products and services to the National Sales team. Incumbent will also develop and execute customized account plans to increase sales volume and market share within assigned credit unions. Incumbent will foster in-depth and productive relationships at all levels with client and Velera departments, and will promote use of Velera products and services, with the goal to position business to shape and capitalize on emerging consumer and market needs. Incumbent will review and act upon all opportunities for renewed business in an effort to retain revenues.

Day in the Life:

• Periodically meet with client senior executives to evaluate strategic opportunities, primarily via telephone, to extend partnership and portfolio performance, demonstrating appropriate sense of urgency; continually monitor and communicate value of PSCU products/solutions, and demonstrate the value of Velera partnership with assigned credit unions.
• Prepare and deliver accurate and timely annual Card Program Analysis to review the client’s growth and profitability.

• Maintain a close working relationship with Member Services and serve as the client liaison to mitigate and remedy any service issues that may impact the overall client relationship with Velera.

• Act, in conjunction with the assigned implementation or member services representative, as a liaison for product implementations, program start-ups, and other major projects as necessary.

• Identify strategic opportunities while utilizing consultative sales approach that ensures client business objectives are met and performance metrics of payment portfolios are maximized.

• Develop and execute strategies and account plans that increase client sales volume and market share, and achieve/exceed defined product and corporate objectives; consult and advise clients on how to maximize return on assets and revenue to Velera.

• Deliver consultative support to identify and solve multifaceted business issues across credit union’s enterprise business as related to Velera products/services.

• Prepare proposals, negotiate contractual relationships with client, and propose and negotiate new and renewal term agreements; prepare and deliver accurate and timely proposals, pricing comparisons, pro formas and program analysis.

• Meet or exceed established revenue goals from the sale of new products and services. Develop sales and service goals, objectives and revenue forecasts related to assigned accounts with full accountability for results.

• Consult with assigned clients in creation, launch, and tracking of marketing campaigns focused on account acquisition and portfolio growth; in conjunction with each assigned client, prepare and manage running eighteen-month marketing calendar.

• Develop, solidify and maintain strong account relationships that result in excellent client 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.

• Prepare and deliver effective and influential presentations at Velera sponsored events, credit union staff and Board of Directors, advisory groups, and other functions, as needed.

• Continually update the Velera Client Relationship Management (Salesforce) profile with communications, plans, opportunities and tasks related to maintaining and fostering the client relationship.

• Effectively manage product renewal opportunities to secure renewed relationships with clients.

• 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, FDR, 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.

• Keep abreast of, and communicate with the client regarding legislative, regulatory, and procedural issues.

• Ensure information is current and entered into Velera client database in timely fashion.

• Perform other duties as assigned.

Qualifications:

• Bachelor’s degree in related field or equivalent combination of education and experience required. 

• Minimum four (4) years marketing, business development, consulting, sales or relationship management experience required. Minimum four (4) years of B2B / B2BC experience required.

• Financial Services or Consulting experience preferred.  

About Velera

At Velera, inclusion isn’t an initiative – it’s how we work. Guided by a people‑helping‑people philosophy, we cultivate a culture where every employee feels valued, respected and empowered to do their best work. We’re committed to building a diverse workforce and fostering meaningful connection across our teams. Through a remote‑first, flexible environment, we prioritize psychological safety, wellbeing and belonging so individuals and teams can collaborate to thrive. Together, we’re shaping a new era of secure, innovative solutions for the clients and communities we serve. Learn more about what it’s like to work at Velera.

Pay Equity

Actual Pay will be adjusted based on experience and other job-related factors permitted by law.

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

• Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions

Velera is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.

Velera is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following "EEO is the Law" Poster. Velera will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the legal duty to furnish information.

Velera is an E-Verify Employer. Review the E-Verify Poster here.  For information regarding your Right To Work, please click here.

This role is currently not eligible for sponsorship.

As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at [email protected] for assistance.