Client Executive

Job Summary

Velera is the nation’s premier payments credit union service organization (CUSO) and an integrated fintech solutions provider. We accelerate partners’ success through innovative financial technology solutions and inspired service. We are seeking a talented Client Growth Executive I to represent, support, and develop relationships between Velera and executive management at assigned credit unions across all aspects of PSCU at an enterprise level.

• Develop, maintain, and execute sales strategies supporting assigned credit unions, including mitigating and remedying any service or support issues.
• Collaborate with the National Sales team to refer Velera products and services.
• Create and execute customized account plans to increase sales volume and market share within assigned credit unions.
• Build and maintain productive relationships at all levels with client and Velera departments to promote Velera products and position the business to capitalize on emerging consumer and market needs.
• Identify and act upon opportunities for renewed business to retain revenue.
• Meet periodically with client senior executives to evaluate strategic opportunities and extend partnership and portfolio performance.
• Prepare and deliver accurate and timely annual Card Program Analysis, proposals, pricing comparisons, pro formas, and program analysis.
• Serve as the client liaison to mitigate and remedy service issues affecting the overall client relationship with Velera.
• Act as liaison for product implementations, program start‑ups, and major projects.
• Consult and advise clients on maximizing return on assets and revenue to Velera.
• Deliver consultative support to identify and solve business issues across credit union’s enterprise business related to Velera products/services.
• Negotiate contractual relationships and renewal term agreements.
• Meet or exceed established revenue goals from the sale of new products and services.
• Develop sales and service goals, objectives, and revenue forecasts with full accountability for results.
• Consult with clients in creating, launching, and tracking marketing campaigns focused on account acquisition and portfolio growth, including an eighteen‑month marketing calendar.
• Maintain strong account relationships resulting in excellent client satisfaction scores and serve as primary management point of contact for credit union strategic initiatives and escalated issue resolution.
• Prepare and deliver effective presentations at Velera‑sponsored events, credit union staff and Board of Directors, advisory groups, and other functions.
• Update the Velera Client Relationship Management (Salesforce) profile with communications, plans, opportunities, and tasks related to maintaining the client relationship.
• Manage product renewal opportunities and recommend new and creative approaches to growing Velera business.
• Stay current on payment industry trends, innovation, and Velera products and solutions, including Visa, Master Card, FDR, and competitors.
• Collaborate with product teams regarding new product development for credit union and consumer opportunities.
• Interact positively and professionally with Velera staff, clients, and business constituents.
• Continuously review the client landscape and recommend, develop, and implement new approaches to business growth.
• Keep abreast of legislative, regulatory, and procedural issues and communicate them to clients.
• Ensure information is entered into the Velera client database in a timely manner and perform other duties as assigned.

• Bachelor’s degree in a related field or an equivalent combination of education and experience.
• Minimum four (4) years of marketing, business development, consulting, sales, or relationship management experience.
• Minimum four (4) years of B2B/B2BC experience.
• Financial Services or Consulting experience preferred.

• Competitive wages: $60,500.00 – $77,100.00 (actual pay adjusted based on experience and other factors).
• Medical coverage with telemedicine, dental and vision.
• Basic and optional life insurance.
• Paid Time Off (PTO), including maternity, parental, and family care leave.
• Community volunteer time and 12 paid holidays.
• Compan…