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Velera

Client Growth Executive II

Velera

. Represent, support, and develop relationships between Velera and executive management at assigned credit unions .

Posted 9/23/2026full-timeRemote • United StatesSeniorLead💰 $84,900 - $108,200 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in relationship management, strategic planning, and sales strategy execution within the financial services and consulting sectors. Proven ability to analyze market intelligence, negotiate contracts, and develop customized account plans to drive business growth.

Highest-signal resume keywords
B2B / B2BC ExperienceSales Strategy DevelopmentRelationship ManagementConsultative ApproachFinancial Services Expertise

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Program ConsultingStrategic PlanningSales CoordinationContract NegotiationMarket AnalysisProposal PreparationRevenue ManagementAccount PlanningEcommerce Industry KnowledgePayment Industry Expertise
Soft Skills
Client Relationship BuildingCommunication SkillsProblem SolvingCollaboration
Tools & Technologies
SalesforceClient Database Management
Industry Keywords
Financial ServicesConsultingCredit UnionEcommercePayment Industry

About the role

Key responsibilities & impact
  • Represent, support, and develop relationships between Velera and executive management at assigned credit unions
  • Manage client portfolios using a consultative approach
  • Provide program consulting, strategic planning, program analysis and development, and sales coordination for Velera products and services
  • Develop, maintain, and execute sales strategies for assigned credit unions
  • Negotiate contracts and sell Velera products and services
  • Develop and execute customized account plans to increase sales volume and market share
  • Serve as the overall Velera relationship manager for assigned credit unions
  • Meet and consult with credit union senior executives, primarily through onsite visits
  • Deliver Strategic Business Reviews and provide payment and ecommerce industry expertise
  • Align credit union goals with Velera products and services
  • Identify growth opportunities and maximize portfolio performance
  • Evaluate market intelligence and report significant industry changes to management
  • Prepare proposals, pricing comparisons, proformas, program analyses, and contractual agreements
  • Manage revenue for the assigned book of business and promote additional line-of-business opportunities
  • Maintain account relationships, support executive sponsors, and resolve escalated issues
  • Manage contract renewals and develop retention action plans
  • Review client landscapes, manage sales leads, and implement approaches to grow the business
  • Maintain knowledge of payment, card, ecommerce, credit union, and competitive industries
  • Collaborate with product teams on new product development
  • Coordinate communications for client implementations, program start-ups, and major projects
  • Maintain current account plans and accurate records in Salesforce and Velera’s client database
  • Perform other duties as assigned

Requirements

What you’ll need
  • 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
  • Must be legally authorized to work in the United States; this role is currently not eligible for sponsorship

Benefits

Comp & perks
  • 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
  • Remote-first, flexible environment