National Sales Executive - Primax

Reposted 8 Days Ago
Be an Early Applicant
Hiring Remotely in USA
Remote
85K-108K Annually
Senior level
Fintech • Payments • Financial Services
The Role
The role involves securing external credit and debit card processing solutions, targeting new opportunities, managing sales pipelines, and presenting proposals to financial institutions. Travel is necessary, and the candidate will work on sales strategies and relationship management.
Summary Generated by Built In
Join the People Helping People

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:

Under minimal direction, this position secures external Credit and Debit Card processing, and other solutions and lines of business for Velera and Velera Companies. In this role, you will target new opportunities using industry knowledge and an understanding of the competitive landscape. This position will perform a high level of quality sales process and positive corporate image with prospective and existing Financial Institutions. A successful candidate will enter new markets, build our brand reputation and form successful relationships with consultants.

Day in the Life:

  • Develop external business by promoting our financial products and solutions within assigned territory.

  • Assist the VP, Sales with forecasting revenue from all new business sales.

  • Build and lead sales pipeline by exercising weekly structured calling campaign and timely following up on lead referrals and RFPs.

  • Participate in regional sales activities to include nationally coordinated sales campaigns.

  • Create and present, virtually and on site, formal proposals that include a detailed pricing analysis and incentive package.

  • Establish and maintain effective communication with prospective Financial Institutions through appropriate contact channels; identify challenges throughout sales process that need to be overcome in order to successfully execute a commitment.

  • Maintain effective working relationships within the industry by initiating or responding to invitations to serve as guest speaker, participate in informative projects, and attend state league meetings.

  • Ensure smooth and efficient hand-off process of committed Financial Institutions to respective Account Executive who will maintain relationship.

  • Achieve year-end revenue target established at beginning of fiscal year.

  • Stay informed on industry trends, changes in industry regulations and competitive landscape.

  • Engage subject matter experts when necessary to assist in the sales process.

  • Perform other duties as assigned.

Qualifications:

  • Bachelor’s Degree preferred. 

  • Five (5) years external sales experience in banking or credit union industry required OR Eight (8) years experience in external business development and sales experience required. Product training and demonstration experience required. 

  • Must possess strong cold calling skills and have the ability to negotiate with and influence others.

  • Ability to communicate effectively in both verbal and written formats and give presentations utilizing various audiovisual support aids.

  • Position may require 51% or greater travel per year. Candidates must meet MVR requirements.

  

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

$84,900.00 - $108,200.00

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.

Skills Required

  • Five years external sales experience in banking or credit union industry OR Eight years external business development and sales experience
  • Product training and demonstration experience
  • Strong cold calling skills
  • Ability to communicate effectively in verbal and written formats
  • Position may require 51% or greater travel per year

Velera Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Velera and has not been reviewed or approved by Velera.

  • Healthcare Strength Healthcare coverage is positioned as strong, with medical, dental, and vision benefits repeatedly emphasized alongside additional supports like telemedicine and disability coverage.
  • Retirement Support Retirement benefits appear robust, with a 401(k) employer match frequently highlighted and immediate vesting described in benefit summaries.
  • Wellbeing & Lifestyle Benefits Wellbeing and lifestyle perks are portrayed as broad, including EAP and mental-health resources, pet insurance, legal plans, and other auxiliary programs that add value beyond base pay.

Velera Insights

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The Company
San Ramon, California
4,405 Employees
Year Founded: 1977

What We Do

Velera, formerly PSCU/Co-op Solutions, is the nation’s premier payments credit union service organization (CUSO) and an integrated financial technology solutions provider. With over four decades of industry experience and a commitment to service excellence and innovation, our 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. Velera leverages its expertise and resources on behalf of credit unions and their members, offering an end-to-end product portfolio.

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