Similar Jobs
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
The New Business Development Manager serves as a partner with the National Sales Executive team. This role participates directly with the National Sales Executives and VPs to ensure project management of all aspects needed to close deals including cold calling, lead management, NDA execution, pricing, contract, product modifications, implementation requirements, and custom service levels. The New Business Development Manager ensures seamless delivery for the prospect of all items necessary to secure revenue and deliver an optimal client experience and does so through a tight integration with National Sales, Growth Operations, Vendor Management, Network Implementations, Systems & Support, Marketing, Finance, Legal, and Product.
Day in the Life
Initiates, builds, tracks and owns sales execution tasks associated with new line of business opportunities in partnership with National Sales Executive team.
Drives initiatives to secure closure of new business activities for the company.
Serves as the point of contact for legal and contracts; coordinates all internal parties to drive contract drafts and associated artifacts.
Researches, prepares and delivers prospect credit union business highlights including web research, existing business summary, peer statistics, contacts, value proposition, product and services pain points.
Researches prospective vendor exiting platform competitors to understand and suggest sales strategy.
Originates, manages, and owns pricing requests and contract requests for Debit, Credit, Contact Center, Network, and Shared Branch.
Manages all aspects of deal with pricing team on those deals independently owned.
Works with National Sales Executive to deliver items in a timely manner to clients and prospects; manages modifications as needed.
Validates and modifies Salesforce to drive Sales opportunities, dashboards and reports.
Ensures National Sales Executives have pipeline and closed business accurately logged in Salesforce reflecting prospecting and closures.
Acts as a liaison to internal departments to prepare and transition business that includes: product, service, implementations, conversions, technical support and marketing.
Assists in facilitating prospect visits, resources, logistics and delivery including follow up development and execution.
Attends trade show(s) to understand industry players and landscape translating that knowledge into prospecting and opportunities.
Assists with addressable market identification, tracking and follow through.
Facilitates and participates in special requests such as comparisons, interchange analysis, etc.
Relays value of supporting entire suite of company products and solutions for net new sales, add-on products and retentions all to retain and grow revenue and clients.
Prepares and creates sales presentations, contracts, materials, in conjunction with sales team and Executive Leadership Team.
Collaborates with creation of presentations, proposals, competitive insights for new line of business sales.
Collaborates with product, technology, implementation, and marketing teams and act as a liaison to the sales organization.
Delivers client-focus and industry-savvy messaging in written content.
Participates in various meetings, conferences, and presentations as directed.
Analyzes records of present and past sales trends, development costs, estimated and realized revenue commitments.
Perform other duties as assigned.
Qualifications:
Associate’s or Bachelor’s degree in business, marketing, or related field.
Three to five years of Financial Institution background in operations, marketing, sales, sales operations, platform or member services are required.
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
$60,500.00 - $77,100.00Actual 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.
Velera San Ramon, California, USA Office
3001 Bishop Dr, Suite 110, San Ramon, California, United States, 94583
What you need to know about the San Francisco Tech Scene
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
