Velera

Formerly PSCU/Co-op Solutions

Account Executive III

Account ExecutiveSalesFull TimeRemoteTeam 1,001-5,000H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

11 days ago

Salary

$95.8K - $124.5K / year

Bachelor Degree10 yrs expEnglish

Job Description

• This position serves as the enterprise Velera relationship manager for Velera’s largest revenue generating and strategically important financial institutions. • 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 financial institutions. • 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 financial institution’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 financial institutions, and propose and negotiate new and renewal term agreements; prepare and deliver accurate and timely proposals, pricing comparisons, proformas and program analyses. • Maintain and grow revenue for their assigned book of business including generating lead opportunities for additional line of business sales. • Meet or exceed established revenue growth goals from the sale of new products and services and by enhancing overall portfolio performance. • Develop, solidify and maintain strong account relationships that result in excellent financial institutions satisfaction scores as reflected in periodic surveys; act as primary management point of contact for financial institutions for strategic initiatives and escalated issue resolution; support financial institution’s designated executive sponsor and advocate internally at Velera. • Assists or participates in various regional meetings that promote Velera’s products and services. • Prepare and deliver effective and influential presentations at Velera sponsored events, financial institution staff and Board of Directors meetings, advisory groups and other functions as may be required. • 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. • Timely escalation of potential relationship issues to appropriate internal Velera leaders to determine appropriate ownership and accountability for resolution. • 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 banking industry related to Visa, MasterCard, Fiserv, Velera, and competitors. • Collaborate with product team regarding new product development for financial institution 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 financial institutions in Salesforce, ensuring opportunities are updated and maintaining accurate records for assigned portfolio of financial institutions. • Ensure information is current and entered into Velera client database in a timely fashion. • Perform other duties as assigned.

Job Requirements

  • 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.
  • Proven ability to build and maintain relationships with senior level executives at large financial institutions; strong strategic account management and consultation and relationship cross-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 in both verbal and written formats and give presentations utilizing various audiovisual support aids.
  • 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.
  • 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%.

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

Related Job Pages

More Account Executive Jobs

Strategic Account Executive

Crisis Prevention Institute

CPI teaches the skills that give professionals the confidence to de-escalate and prevent workplace violence.

Account Executive11 days ago
Full TimeRemoteTeam 201-500Since 1980H1B No Sponsor

Our Story: Crisis Prevention Institute Inc. (CPI) is the worldwide leader in evidence-based de-escalation and crisis prevention training and dementia care services. Our programs teach professionals the skills to recognize, prevent, and respond to crises in the workplace. Since 19...

United States

Senior Client Executive-Transportation and Logistics

NTT DATA

NTT DATA is a $30 billion business and technology services leader, serving 75% of the Fortune Global 100. We are committed to accelerating client success and positively impacting society through responsible innovation. We are one of the world's leading AI and digital infrastructure providers, with unmatched capabilities in enterprise-scale AI, cloud, security, connectivity, data centers and application services. Our consulting and Industry solutions help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have experts in more than 50 countries. We also offer clients access to a robust ecosystem of innovation centers as well as established and start-up partners. NTT DATA is a part of NTT Group, which invests over $3 billion each year in R&D.

Account Executive11 days ago
Full TimeRemoteTeam 10,001

The Senior Client Executive is accountable for the client NPS, P&L, growth, and delivery oversight of their assigned account(s). As the leader of their assigned account(s), the Client Executive is responsible for defining and executing growth strategy, revenue forecasting, achiev...

United States
Full TimeRemoteTeam 5,001-10,000

The primary responsibility is achieving assigned territory sales targets and implementing management-set sales strategies, driving the full sales cycle from initial contact to deal signing. This role also involves maintaining client relationships, conducting market analysis, and building relationships with senior management and key opinion leaders in the financial sector.

United States
Account Executive11 days ago
Full TimeRemoteTeam 1,001-5,000

The Key Account Manager is responsible for establishing and growing the top 100 distribution accounts through consultative selling and developing new business using a strong pull-through sales plan across building material distributors and showrooms. This role involves owning territory revenue, conducting product training for distributors, and developing channel relationships to ensure superior working relationships and drive business growth.

United States