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
Under minimal supervision, the Client Growth Executive II 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 uses a consultative approach to manage client portfolios, and provides comprehensive level of program consulting, strategic planning, program analysis and development, and sale and coordination of Velera's products and services. Incumbent will develop, maintain, and execute sales strategies supporting assigned credit unions, and will negotiate contracts and sell Velera products and services. 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 both the credit union and Velera departments, and will promote the use of Velera products and services with the goal to position the business to shape and capitalize on emerging consumer and market needs.
Day in the Life
This position serves as the overall Velera relationship manager for credit unions with revenues greater than the minimum amount as set by the Account Management SVP.
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, demonstrating appropriate sense of urgency; continually monitor and communicate value of Velera products/solutions, and demonstrate the value of the Velera partnership with assigned credit unions
Responsible for consistently delivering the Strategic Business Review to all assigned clients showing the value of Velera ’s products and solutions which includes participating in strategic planning and taking a broad perspective to deliver relevant payment and ecommerce industry expertise.
Align strategically the credit union’s goals and objectives to Velera's products and services to maximize Velera's Value Proposition.
Strategic focus is key as well as identifying growth opportunities while utilizing a consultative sales approach that ensures credit union business objectives are met and performance metrics of payment portfolios are maximized.
Evaluate and understand market intelligence that may impact Velera's product offering or sales approach and report significant industry changes to Velera management.
Prepare proposals, negotiate contractual relationships with credit unions, and propose and negotiate new and renewal term agreements; prepare and deliver accurate and timely proposals, pricing comparisons, proformas and program analyses.
Manage revenue for the entire book of assigned business including the opportunity to promote additional line of business sales opportunities to the Velera’s sales team.
Develop, solidify and maintain strong account relationships that result in excellent credit union 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 and advocate internally at Velera.
Assists or participates in various regional meetings that promote Velera's products and services.
Maintain open lines of communication with VP of Account Management and SVP of Account Management and report any contract renewals that are in jeopardy with a plan of action of how to retain the business.
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 PSCU products and solutions; maintain current knowledge of card, ecommerce, payments, and credit union industry related to Visa, MasterCard, First Data, 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.
In conjunction with assigned Service Executives, serve as liaison for product implementations, program start-ups, and other major projects as necessary; maintain close working relationship with internal departments to ensure smooth and open communications.
Responsible for maintaining and keeping current account plans for all assigned credit unions in Salesforce, ensuring opportunities are updated and maintaining accurate records for assigned portfolio of credit unions.
Ensure information is current and entered into Velera client database in a timely fashion.
Perform other duties as assigned.
Qualifications
Bachelor’s degree in related field preferred or equivalent combination of education and experience required.
Minimum seven (7) years marketing, business development, consulting, sales or relationship management experience required. Minimum seven (7) years of B2B / B2BC experience required.
Financial Services or Consulting experience preferred.
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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 - $131,600.00 of salary rangeThe anticipated hiring range for this position is typically between the minimum and midpoint of the posted salary range; however, actual compensation may vary based on a variety of factors, including relevant experience, skills and qualifications, education, internal equity, and overall business and budget considerations. Velera is committed to providing competitive compensation that reflects both individual role and responsibilities, individual performance, and market.
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.
Velera San Ramon, California, USA Office
3001 Bishop Dr, Suite 110, San Ramon, California, United States, 94583
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