Join the People Helping People
PSCU/Co-op Solutions is now Velera! PSCU and Co-op Solutions became a single entity on January 2, 2024, and our new company name was announced on May 7, 2024. Our new brand represents our combined company’s shared mission and unique ability to drive velocity and positive momentum for credit union success in a new era of financial services.
Under minimal direction, this position raises the focus of relationship development with our largest revenue generating and strategically important Financial Institutions to a perceived level of trusted partner and consulted advisor. This role focuses on lead generation, opportunity management and knowledge share. The role will be responsible for coordinating and analyzing sales programs and renewal strategies that maximize retention and drive new sales initiatives. 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.
Essential Functions & Responsibilities
- Develop external business by promoting our financial products and solutions in both new and existing markets to increase market share within assigned territory.
- Assist the VP, Sales with forecasting revenue from all new business sales.
- Research and contact key individuals of influence at target Financial Institutions to develop, assess, and qualify their willingness to partner with the company as a function of the value they would bring to the company’s portfolio or growth strategy.
- Document business development activity and pipeline.
- Gather competitive intelligence and knowledge surrounding industry trends, share insights.
- 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.
- 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.
- 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.
- Stay informed on industry trends, changes in industry regulations and competitive landscape.
- Participate in meetings, negotiations and other high-level strategic discussions with target companies.
- Strengthen brand awareness through active external organization and event (e.g., conferences, trade shows) involvement.
- Engage subject matter experts when necessary to assist in the sales process.
- Perform other duties as assigned.
Physical Demands
- While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear
- Specific vision abilities required by this job include close vision
- Ability to occasionally lift/move up to 25 pounds
- Individuals with a disability who are otherwise able to perform the essential functions of the job may request a reasonable accommodation through the Human Resources department.
Other Physical Demands
Supervisory Responsibility
- No
Position Specifications Education
- High School diploma or equivalent required. Bachelor’s Degree preferred.
Experience
- Five (5) years external sales experience with Financial Institutions OR Eight (8) years' experience in external business development and sales experience required.
- Consulting experience preferred.
Knowledge, Skills, & Abilities
- Demonstrate behaviors based on PSCU values: Excellence, Innovation, Leadership, Passion, Trust and Diversity, Equity, & Inclusion
- Ability to communicate effectively in both verbal and written formats and give presentations utilizing various audiovisual support aids
- Ability to manage multiple projects, work in fast-paced environment, and meet deadlines
- Must possess strong cold calling skills and have the ability to negotiate with and influence others
- Ability to exercise discretion and independent judgment in making decisions and interact effectively and positively with all levels of company and credit union personnel
- Proficiency in word processing, spreadsheet, and presentation computer software applications
- Ability to consistently demonstrate strong reasoning and analytical skills
- Ability to travel as needed, 50-60%
About Velera
At Velera we are committed to fostering a workplace where every employee feels valued, respected, and connected. We understand, attract and engage a diverse workforce where every employee can live up to their full potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. We strive to foster a safe and inclusive work environment for people to bring their authentic selves in order to build a better community within our company and with our partners. Learn more about our commitment to Diversity, Equity, and Inclusion HERE!
Pay Equity
$68,600.00
to
$92,600.00
Actual Pay will be adjusted based on experience and other job-related factors permitted by law.
Great Work/Life Benefits!
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Competitive wages
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Medical with telemedicine
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Dental and Vision
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Basic and Optional Life Insurance
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Paid Time Off (PTO)
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Maternity, Parental, Family Care
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Community Volunteer Time Off
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12 Paid Holidays
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Company Paid Disability Insurance
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401k (with employer match)
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Health Savings Accounts (HSA) with company provided contributions
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Flexible Spending Accounts (FSA)
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Supplemental Insurance
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Mental Health and Well-being: Employee Assistance Program (EAP)
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Tuition Reimbursement
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Wellness program
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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 and the "EEO is the Law" Poster Supplement. 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 (English and Spanish). For information regarding your Right To Work, please click here (English and Spanish poster).
As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at [email protected] for assistance.
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.
