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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing relationships with external consultants and key partnerships, leveraging strategic insights to enhance sales effectiveness and client retention. Proficient in analyzing consultant performance and competitive landscapes to inform business development strategies.
Highest-signal resume keywords
Client Relationship ManagementConsultant Performance AnalysisSales Effectiveness ImprovementStrategic Partnership DevelopmentCompetitive Intelligence Reporting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business DevelopmentSales ManagementConsultingData AnalysisAccount Management
Soft Skills
CommunicationCollaborationFeedback ManagementProblem Solving
Tools & Technologies
Dashboard Reporting
Industry Keywords
Financial ServicesConsultant RelationshipsClient LoyaltyMarket TrendsCompetitive Landscape
About the role
Key responsibilities & impact- Manage relationships with external consultants and other key partnerships.
- Serve as the enterprise Velera relationship manager for external consultants and key partnerships.
- Meet with consulting firms’ senior executives, primarily through onsite visits, to understand and develop strategic partnership opportunities.
- Monitor and communicate the value of Velera products and solutions and demonstrate partnership value.
- Collaborate with Growth Leaders to plan consultant meetings and align feedback and messaging.
- Track and analyze renewals, competitor activity, consultant influence, pricing, client requests, and lessons learned.
- Provide quarterly overviews of consultants, trends, competitive landscape, and unique requests to Growth team leaders.
- Participate in consultant-related renewal and sales activities.
- Track and analyze consultant performance through dashboard reporting.
- Manage industry partner relationships with consultants and other third-party partners.
- Maintain a structured feedback process and share recommendations to improve sales effectiveness, client loyalty, and retention.
- Use consultant trends, lessons learned, and client feedback to evolve account management methodology and sales tactics.
- Identify attrition root causes and connect trends across competitors, consultants, and loss reasons.
- Prepare and present consultant and competitive intelligence summaries to Growth leaders and stakeholders.
- Partner with Growth leaders and stakeholders to assess the impact of consultant feedback on client-facing processes.
- Perform all other duties as assigned.
Requirements
What you’ll need- High school diploma or equivalent required.
- Bachelor’s degree in business or a related field preferred.
- Master’s degree preferred.
- Minimum of 10 years of relevant experience in financial services, client relationship management, sales, business development, consulting, or a related field required.
- An equivalent combination of education and relevant experience may be considered, if that equivalency is supported by Velera’s intended qualification standard.
- Position may require 41%–50% travel per year.
- 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
- Psychological safety, wellbeing and belonging
