Service Executive

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🐊 Florida – Remote

🐊 Florida – Remote

💵 $43.9k - $54.9k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Executive

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Velera

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

📣 Marketing

💳 Fintech

Consulting • Marketing • Fintech

Velera is a company that provides a wide range of solutions for financial institutions, focusing on payment and banking technology. The company offers services in digital card issuance, digital wallets, and provides a co-op pay network and ATM terminal driving. Velera integrates sophisticated scoring and decision-making tools for fraud prevention and identity authentication. It also offers strategic consulting services for growth and marketing. Velera positions itself as a partner in digital banking and financial technology innovation.

📋 Description

• Manage the overall servicing relationship for assigned clients across all lines of business • Develop and complete strategic plans, operational initiatives, and programs with internal and external leadership • Coordinate all aspects of client servicing in partnership with Client Growth Executives and enterprise business units • Advocate for clients, improve consultative member service, promote Velera products and services, and oversee initiatives and service requests • Manage client escalations, resolutions, implementation issues, operational issues, system issues, and application issues • Build detailed resolution action plans and address production-related issues and critical concerns • Strengthen strategic client relationships and manage client program needs and day-to-day servicing requests • Manage complex and sophisticated client programs • Mentor and coach others while seeking mentoring for personal development • Lead multifaceted client initiative projects, including FI mergers, new product pilots, promotions, and campaigns • Consult with clients on strategic planning, program management, solution delivery, new product delivery, and issue resolution • Serve as a central point of contact among partners and maintain ongoing communication for timely implementation • Serve as the client's main operational point of contact with Velera delivery and production teams • Develop and deliver updates to senior leadership and client senior executives • Develop client product and service portfolio knowledge and provide consultation, mentorship, and cautions on initiatives and change requests • Communicate with clients about service satisfaction and day-to-day service delivery questions • Provide client status reporting and lead progress on open items • Produce status reports, client presentations, business reviews, and operational/service reporting • Perform other duties as assigned

🎯 Requirements

• Bachelor’s Degree in a related field or combination of education and relevant experience preferred • Three (3) years of client relationship or client servicing experience within the financial service industry required • Experience driving strategic initiatives, client outcomes, and customer success required • Project Management experience preferred • Must be eligible to work in the United States • This role is currently not eligible for sponsorship

🏖️ 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 • Remote-first, flexible environment • Psychological safety, wellbeing and belonging