Business Payments Executive - Primax

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 Business Payments Executive - Primax who will be responsible for generating new business opportunities and selling payment solutions to community financial institutions. The role focuses on prospecting, pipeline development, consultative selling, and closing new business opportunities while supporting Primax's growth objectives. This position executes established sales strategies and partners with internal resources to deliver payment solutions that meet client needs.

Day in the Life:

• Manage sales activities within an assigned territory.

• Build and maintain a healthy sales pipeline through prospecting, partner referrals, networking, and industry outreach.

• Meet or exceed established sales goals and activity expectations.

• Identify and pursue opportunities with community banks, credit unions, and financial institutions typically under $1 billion in assets.

• Develop business through both direct prospecting and partner-generated referrals.

• Build relationships with referral partners, core providers, consultants, and industry associations.

• Source, influence, and close new line-of-business sales opportunities aligned to assigned annual quota.

• Conduct discovery conversations to understand client needs and objectives.

• Present Primax payment solutions and communicate their value to prospective clients.

• Develop relationships with prospective client decision-makers and influencers during the sales process, including executives, retail banking leaders, operations managers, and payments leaders.

• Maintain a working knowledge of Primax products, services, and industry developments.

• Maintain accurate information within Salesforce.

• Provide regular pipeline updates, forecasts, and activity reporting.

• Own and manage assigned sales quota, pipeline activity, and new line-of-business sales goals.

• Perform other duties as assigned.

Qualifications:

• Bachelor's Degree in Business, Marketing, Finance, Communications, or related field preferred.

• Equivalent combination of education and experience may be considered.

• 3–5 years of external sales, business development, prospecting, pipeline development, or quota-carrying sales experience required.

• Experience in financial services, payments, banking, fintech, or a related industry preferred.

• Experience selling to community banks, credit unions, or smaller financial institutions preferred.

• Experience working with referral partners, indirect sales channels, core providers, consultants, or strategic partnerships highly desirable.

• Experience using Salesforce or other CRM platforms p

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.