Lead Client Strategy and Growth Executive

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.

• Support Division Executives on New Hire interview process.
• Serve as mentor to team and help with on-boarding process for new CSG’s. Accompany new CSG’s to client meetings and assist in training process, strategy and solutions.
• Develop skill set and knowledge above what is required and share best practices with CSG team.
• Act as team lead and back up manager.
• Consults with CSG as needed on strategic business review preparation and white space identification.
• Work collaboratively with National Sales Executives on net new sales opportunities and lead generation.
•  Work collaboratively with Solution Consultants on strategies to tailor presentations based on findings.
• Serve as a solutions strategist and partner for special assigned initiatives.
• Assist VP/Growth Enablement as escalation point for clients assigned to East/West territory.
• Thoughtfully understand addressable market within territory.  Create strategies to pursue net-new revenue opportunities.  Work with National Sales Executives and provide platform referrals.
• Cross-sell products and services by seeking out decision makers to assess their needs and making the appropriate recommendation based on the client’s processing method.  Engage the National Sales Executives and Solution Consultants as needed.
• Understand market changes and legislative issues that may impact client decisions.
• Under the direction of the VP, Growth Enablement work to develop add-on sales and retention strategies Maintain a high level of client satisfaction by serving as the primary point person for client escalation and resolution of issues for assigned portfolio.
• Support Division Executives on New Hire interview process.
• Serve as mentor to team and help with on-boarding process for new CSG’s. Accompany new CSG’s to client meetings and assist in training process, strategy and solutions.
• Develop skill set and knowledge above what is required and share best practices with CSG team.
• Act as team lead and back up manager.
• Consults with CSG as needed on strategic business review preparation and white space identification.
• Work collaboratively with National Sales Executives on net new sales opportunities and lead generation.
•  Work collaboratively with Solution Consultants on strategies to tailor presentations based on findings.
• Serve as a solutions strategist and partner for special assigned initiatives.
• Assist VP/Growth Enablement as escalation point for clients assigned to East/West territory.
• Thoughtfully understand addressable market within territory.  Create strategies to pursue net-new revenue opportunities.  Work with National Sales Executives and provide platform referrals.
• Cross-sell products and services by seeking out decision makers to assess their needs and making the appropriate recommendation based on the client’s processing method.  Engage the National Sales Executives and Solution Consultants as needed.
• Understand market changes and legislative issues that may impact client decisions.
• Under the direction of the VP, Growth Enablement work to develop add-on sales and retention strategies Maintain a high level of client satisfaction by serving as the primary point person for client escalation and resolution of issues for assigned portfolio.
• Act as trainer and mentor to provide expertise and on all network access new prospects. Serve as an educational resource and Subject Matter Expert (SME) on market strategy.
• Gather and maintain competitive intelligence and use this knowledge to educate both clients and co-workers on where our products fit into the competitive spectrum.
• Exhibit proficient mastery of all products and technology solutions as well as infrastructure including but not limited to ATM/Debit Processing, Fraud and Analytic tools, Shared Branching, Call Center Support, Digital, Credit Processing, Collections, Zelle and add on services demonstrating technological advances and articulating product capabilities
• Understand and leverage competitive market intelligence to win business.
• Lead and conduct on-site diligence to uncover prospecting pain points and sales opportunities.
• Accompany Executive Management Team, Regional Sales Managers or Client Business Executives to prospect meetings to gather information about prospects business and identify pain points are critical to building Velera sales strategies. Those demonstrated strategies may include follow-up briefings, meetings, presentations, and on-site diligence.
• Act as trainer and mentor to provide expertise and on all network access new prospects. Serve as an educational resource and Subject Matter Expert (SME) on market strategy.
• Gather and maintain competitive intelligence and use this knowledge to educate both clients and co-workers on where Velera products fit into the competitive spectrum.
• Evaluate and understand market and industry changes and significant events and report to Velera Solutions management.
• Demonstrate clear understanding and effective communication of how products/solutions relate and provide support as needed/requested from the product groups and business partners.
• Participate in various meetings, conferences, and presentations as assigned and provide leadership when needed for preparation, review and/or delivery of formal presentations.
• Learn to navigate the competitive landscape and to understand and articulate our value proposition.
• Provide market Intelligence and feedback to the membership, product and marketing teams and business partners regarding evolving client needs, evolving channels and product direction/strategy. 
• Assess impact on organization and operational environment of new product initiatives.
• Leverage knowledge of strategic planning process
• Develop and expand C suite relationships for the purposes of growing platform sales.
• Create proposals for renewals on an as-needed basis and present to clients.
• Understand market changes and legislative issues that may impact client decisions.
• Perform other duties as assigned.

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

Actual 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.