Client Success & Operations Executive

Velera; United States; Remote; USD 68,000 - 86,000; Full time

Benefits offered by this job

Medical with telemedicine

Dental and Vision

401k with employer match

PTO and holidays

Life Insurance

Job summary

Velera is seeking a Service Executive I to build and improve client relationships and ensure timely resolutions of operational issues. You will be the primary contact for contact center services, manage programs, and collaborate with account executives to address renewals and upsell opportunities.

The role requires expert knowledge, critical thinking, and the ability to analyze and implement improvements across client portfolios while delivering exceptional service.

Qualifications

• Five years of client relationship experience in financial services or contact centers.
• Proven ability to manage client expectations and drive outcomes.
• Excellent written and verbal communication and collaboration skills.

Responsibilities

• Build and maintain strong client relationships and ensure timely resolutions.
• Deliver consultative guidance and operational direction for client initiatives.
• Prepare and deliver business reviews and client account plans.
• Coordinate with internal teams to ensure timely, accurate outcomes.
• Identify opportunities for upsell/cross-sell and contract renewals.

Skills

Client relationship management

Consultative mindset

Education

Bachelor’s degree in related field

Job description

Velera is seeking a Service Executive I to build and improve client relationships and ensure timely resolutions of operational issues. You will be the primary contact for contact center services, manage programs, and collaborate with account executives to address renewals and upsell opportunities.

The role requires expert knowledge, critical thinking, and the ability to analyze and implement improvements across client portfolios while delivering exceptional service.