Sales Solutions Consultant

Posted 22 Days Ago
Be an Early Applicant
Hiring Remotely in USA
Remote
85K-108K Annually
Senior level
Fintech • Payments • Financial Services
The Role
The Sales Solutions Consultant will provide financial services product expertise, collaborate with various teams, present solutions to clients, and drive sales for Velera's offerings, achieving revenue targets.
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

This position provides financial services product sales and expertise (e.g., Debit, Prepaid, Credit, ATM, Contact Center Services & Solutions, eCommerce, Mobile, Integration, EMV/contactless, etc.) and will serve as the liaison between the Solutions Consulting team and all applicable areas of the company. The main focus of this role is to support our client facing teams in the field by presenting Velera solutions to a Financial Institution audience. This position will collaborate with the Card Solutions team members, leadership and support teams such as Account Management, Product, Implementations, ITS, Marketing and Analytics. This position works with these teams to build Velera’s market position by marshaling and coordinating both expertise and offerings to present outstanding solutions for Velera-Owners.

Day in the Life

  • Build and lead a solution sales pipeline by collaborating with Account Management and reaching out directly to potential prospects (solution sales).
  • Act as a liaison between Product and Account Management to develop, deepen, and advance Velera’s account and business relationships.
  • Collaborate with Velera support teams (e.g., ITS, Product, Implementations, Marketing, and Analytics) to support FI Experience business units in general, and Account Management teams in particular, to answer questions, prepare and deliver onsite presentations, and provide other marketing/sales support as needed to drive and close business and improve relationships.
  • Serve as a resource for Velera Account Management to address inquiries and educational opportunities pertaining to Velera solutions.
  • Proactively pursue and stay up-to-date on competitive and product intelligence information, including major competitors, industry updates, product launches and trends.
  • Demonstrate sales acumen through active listening, intelligent questioning and using internal and industry relationships to help Account Management position solutions to Velera FIs.
  • Demonstrate Sales acumen through capacity to read the room, match the needs of the audience to the delivered content and pivot conversations based on the needs of the FI.
  • Establish and maintain effective communication with prospective FIs through appropriate contact channels; identify challenges throughout sales / lifecycle process that need to be overcome in order to successfully implement a commitment.
  • Achieve year-end revenue target(s) established at the beginning of the fiscal year as advised.
  • Act as a problem-solving partner for Velera internal partners.
  • Perform other duties as assigned.

Qualifications:

  • Bachelor's degree in related field or equivalent combination of education and experience preferred. 
  • Five (5) years experience in banking or credit union card processing with product line of business expertise required. Product training and demonstration experience required. Card payments and issuing experience preferred.  Sales automation software 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

$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

  • Bachelor's degree in related field or equivalent combination of education and experience
  • Five years experience in banking or credit union card processing
  • Product training and demonstration experience
  • Card payments and issuing experience

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.

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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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