Client Growth Executive III

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Velera

Site WebLinkedInTous les Emplois

1001 - 5000 employés

💳 Fintech

🏦 Banque

Fintech • Banking • Financial Technology

Velera est une entreprise qui favorise la croissance des coopératives de crédit grâce à des solutions fintech transformantes et un service exceptionnel. Animée par un engagement profond envers le mouvement des coopératives de crédit, Velera propose des solutions innovantes qui améliorent l'expérience des membres et promeuvent le bien-être financier. L'entreprise collabore avec des institutions financières pour adopter le changement et accélérer le succès dans un paysage financier en constante évolution, incarnant la philosophie « les gens aident les gens ».

Description

• This position serves as the enterprise Velera relationship manager for Velera’s largest revenue generating and strategically important member owner credit unions. • Primarily through onsite visits, proactively meet and consult with credit union senior executives to develop strategic opportunities to extend the partnership and increase portfolio performance. • Responsible for consistently delivering the Strategic Business Review to all assigned clients showing the value of Velera’s products and solutions. • Align strategically the credit union’s goals and objectives to Velera’s products and services to maximize Velera’s Value Proposition. • Maintain and grow revenue for their assigned book of business including generating lead opportunities for additional line of business sales. • Develop, solidify and maintain strong account relationships that result in excellent credit union satisfaction scores as reflected in periodic surveys.

🎯 Exigences

• Bachelor’s degree in related field or equivalent combination of education and experience required • Master’s Degree preferred • Minimum ten (10) years marketing, business development, consulting, sales or relationship management experience required • Minimum ten (10) years of B2B / B2BC experience required • Financial Services or Consulting experience preferred • Knowledge of payments, ecommerce, credit, and debit card industry and related operations preferred; knowledge of card-processing platform preferred • Ability to interpret P&L Statement, NCUA 5300 Call Report and monthly financial statements • Experience with managing client relationships involving $3.5 million + in annual revenue • Ability to travel as needed, 41-50%

🏖️ Avantages

• 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