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Strategic Alliance Executive
Velera
Posted: 10/16/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management, strategic planning, and operational initiatives within the financial services industry. Proven ability to lead complex client programs and drive customer success through effective communication and collaboration.
Highest-signal resume keywords
Client Relationship ManagementStrategic PlanningProject ManagementCustomer SuccessOperational Initiatives
About the role
Key responsibilities & impact- Manage the overall servicing relationship for assigned clients across all lines of business.
- Develop and complete strategic plans, operational initiatives, and programs with internal and external leadership.
- Coordinate client servicing while partnering with Client Growth Executives and enterprise business units.
- Advocate for clients, promote Velera products and services, and oversee initiatives and service requests.
- Manage client escalations, resolutions, implementation, operational, system, and application issues.
- Serve as a consultant to senior leadership, strategic partners, and vendor partners.
- Strengthen strategic client relationships and oversee day-to-day servicing needs.
- Manage complex and sophisticated client programs.
- Mentor and coach others.
- Lead multifaceted client initiative projects, including FI mergers, product pilots, promotions, and campaigns.
- Consult with clients on strategic planning, program management, solution delivery, product delivery, issue resolution, and regulatory compliance.
- Serve as the central point of contact between clients and internal partners.
- Develop and deliver agendas, presentations, status reports, business reviews, and operational/service reporting.
- Serve as the client’s main operational point of contact with Velera delivery and production teams.
- Provide regular client communication, service satisfaction evaluations, and status updates.
- Perform other duties as assigned.
Requirements
What you’ll need- Bachelor’s Degree in related field or combination of education and relevant experience preferred.
- Three (3) years of experience in client relationship or client servicing experience within the financial service industry required.
- Experience in driving strategic initiatives, client outcomes, and customer success required.
- Project Management experience preferred.
- This role is currently not eligible for sponsorship.
- Must be able to work remotely from Ohio.
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
- Psychological safety, wellbeing and belonging
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client ServicingProgram ManagementIssue ResolutionRegulatory ComplianceSolution Delivery
Soft Skills
MentoringCoachingCommunicationAdvocacyCollaboration
Tools & Technologies
Presentation SoftwareReporting Tools
Industry Keywords
Financial ServicesClient GrowthOperational IssuesService RequestsClient Escalations