Client Growth Executive I - Remote

The Opportunity:

Under minimal supervision, the Client Growth Executive I position represents, supports, and develops relationships between Velera and executive management at assigned credit unions for all aspects of Velera at an enterprise level. Incumbent will use knowledge of Velera's credit, debit, Contact Center Services & Solutions, Bill Pay, and all other lines of business in a consultative approach to manage client portfolios, and provide a comprehensive level of program consulting, strategic planning, program analysis and development, along with the sale and coordination of Velera's products and services to increase the perception of Velera as a trusted partner and advisor.

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.

Responsibilities will be executed primarily via telephone, email and webinar interactions. However, some travel responsibilities may periodically be needed. Incumbent will develop, maintain, and execute sales strategies supporting assigned credit unions, mitigate and remedy any service or support issues, and will refer Velera products and services to the National Sales team. Incumbent will also develop and execute customized account plans to increase sales volume and market share within assigned credit unions. Incumbent will foster in-depth and productive relationships at all levels with client and Velera departments, and will promote use of Velera products and services, with the goal to position business to shape and capitalize on emerging consumer and market needs. Incumbent will review and act upon all opportunities for renewed business in an effort to retain revenues.

Essential Functions & Responsibilities

• Periodically meet with client senior executives to evaluate strategic opportunities, primarily via telephone, to extend partnership and portfolio performance, demonstrating appropriate sense of urgency; continually monitor and communicate value of Velera products/solutions, and demonstrate the value of Velera partnership with assigned credit unions.

• Prepare and deliver accurate and timely annual Card Program Analysis to review the client's growth and profitability.

• Maintain a close working relationship with Member Services and serve as the client liaison to mitigate and remedy any service issues that may impact the overall client relationship with Velera.

• Act, in conjunction with the assigned implementation or member services representative, as a liaison for product implementations, program start-ups, and other major projects as necessary.

• Identify strategic opportunities while utilizing consultative sales approach that ensures client business objectives are met and performance metrics of payment portfolios are maximized.

• Develop and execute strategies and account plans that increase client sales volume and market share and achieve/exceed defined product and corporate objectives; consult and advise clients on how to maximize return on assets and revenue to Velera.

• Deliver consultative support to identify and solve multifaceted business issues across credit union's enterprise business as related to Velera's products/services.

• Prepare proposals, negotiate contractual relationships with client, and propose and negotiate new and renewal term agreements; prepare and deliver accurate and timely proposals, pricing comparisons, pro formas and program analysis.

• Meet or exceed established revenue goals from the sale of new products and services. Develop sales and service goals, objectives and revenue forecasts related to assigned accounts with full accountability for results.

• Consult with assigned clients in creation, launch, and tracking of marketing campaigns focused on account acquisition and portfolio growth; in conjunction with each assigned client, prepare and manage running eighteen-month marketing calendar.

• Develop, solidify and maintain strong account relationships that result in excellent client satisfaction scores as reflected in periodic surveys; act as primary management point of contact for credit union for strategic initiatives and escalated issue resolution; support credit union's designated executive sponsor.

• Prepare and deliver effective and influential presentations at Velera sponsored events, credit union staff and Board of Directors, advisory groups, and other functions, as needed.

• Continually update the Velera Client Relationship Management (Salesforce) profile with communications, plans, opportunities and tasks related to maintaining and fostering the client relationship.

• Effectively manage product renewal opportunities to secure renewed relationships with clients.

• Actively review client landscape and recommend, develop, and implement new and creative approaches to growing Velera business; proactively manage, prioritize and engage sales leads.

• Maintain current knowledge of payment industry trends and innovation, and Velera products and solutions; maintain current knowledge of card, ecommerce, payments, and credit union industry related to Visa, MasterCard, Velera, and competitors.

• Collaborate with product team regarding new product development for credit union and consumer opportunities; coordinate interdivisional and interdepartmental communications related to serving clients with new and existing products/solutions.

• Must interact positively and professionally in all interactions with Velera staff, clients, and business constituents. Continuously review landscape and recommend, develop, and implement new and creative approaches to growing Velera business.

• Keep abreast of, and communicate with the client regarding legislative, regulatory, and procedural issues.

• Ensure information is current and entered into Velera client database in timely fashion.

• Perform other duties as assigned.

Qualifications:

• Bachelor's degree in related field or equivalent combination of education and experience required.

• Minimum four (4) years marketing, business development, consulting, sales or relationship management experience required. Minimum four (4) years of B2B / B2BC experience required.

• Financial Services or Consulting experience preferred.

• Demonstrate behaviors based on Velera values: Excellence, Innovation, Leadership, Passion, Trust and Diversity, Equity, & Inclusion

• Ability to build and maintain relationships with senior level executives at assigned credit unions; strong strategic account management and consultation and relationship selling skills

• Ability to identify strategic initiatives and demonstrated track record of planning, managing, and closing a complex, competitive sales effort

• Ability to communicate effectively with senior level executives, in both verbal and written formats, and deliver effective presentations utilizing various audio/visual aids

• Ability to manage multiple projects, work in fast-paced environment, and meet deadlines

• Demonstrated excellent reasoning and analytical skills; strong executive presentation, problem solving, and negotiation skills with ability to influence decisions of others

• Ability to exercise discretion and independent judgment when making decisions that has monetary impact on Velera and client

• Must interact positively and professionally at all levels of management and staff within Velera, clients, and vendors

• Proficiency in Microsoft office applications, including Outlook, Word, Excel, and PowerPoint

• Knowledge of Saleforce preferred

• Knowledge of payments, ecommerce, credit, and debit card industry and related operations preferred

• Ability to interpret P&L Statement, 5300 Report and monthly financial statement

• Ability to travel as needed, 10%

For California, Colorado and New York Applicants: In accordance with the Equal Pay for Equal Work Act, the expected salary range for this position is between:

$60,500.00 - $77,100.00

Actual Pay will be adjusted based on experience and other job-related factors permitted by law.

This position qualifies for the following benefits; Co-op Solutions offers a competitive Total Rewards package: 401(k) with generous company match, Health, Dental, and Vision Insurance options, Health Savings Account/Flexible Spending Account, Life Insurance, Short- and Long-Term disability benefits, Pregnancy and Parental Leave, Tuition Reimbursement, Paid Time Off (PTO), Paid Holidays, Community Volunteer Time Off, and an Employee Assistance Program.