Growth Strategy Lead for Client Solutions

Velera; Town of Texas (WI); On-site; USD 90,000 - 120,000; Full time

Job summary

Velera is the nation’s premier payments credit union service organization (CUSO) and a fintech solutions provider serving more than 4,000 financial institutions across North America. We accelerate partners’ success through innovative technology and inspired service.

This role supports New Hire interview processes, mentors the team, and accompanies new CSGs to client meetings, assisting in onboarding, training, strategy and solutions.

Responsibilities

• Support Division Executives on New Hire interview process.
• Mentor to team and assist in onboarding process for new CSGs; accompany new CSGs to client meetings and assist in training process, strategy and solutions.
• Develop skill set and share best practices with CSG team.
• Act as team lead and back up manager.
• Consult with CSG on strategic business review preparation and white space identification.
• Work with National Sales Executives on net new sales opportunities and lead generation.
• Collaborate with Solution Consultants on tailoring presentations based on findings.
• Serve as a solutions strategist for special initiatives.
• Assist VP/Growth Enablement as escalation point for clients in East/West territory.
• Understand addressable market within territory; create strategies for net-new revenue; provide platform referrals.
• Cross-sell products and services; engage National Sales Executives and Solution Consultants as needed.
• Understand market changes and legislative issues affecting client decisions.
• Under VP direction, develop add-on sales and retention strategies; maintain high client satisfaction as primary escalation point.
• Act as trainer and mentor on network access for new prospects; SME on market strategy.
• Gather competitive intelligence to educate clients and colleagues on Velera products.
• Demonstrate mastery of ATM/Debit Processing, Fraud Analytics, Shared Branching, Call Center Support, Digital, Credit Processing, Collections, Zelle and related services.
• Lead on-site diligence to uncover prospecting pain points and sales opportunities.
• Accompany Executive Management to prospect meetings to gather information and identify pain points for Velera strategies.
• Gather and maintain competitive intelligence to educate clients and coworkers on Velera products.
• Educate stakeholders on product capabilities and provide cross-functional support

Job description

Velera is the nation’s premier payments credit union service organization (CUSO) and a fintech solutions provider serving more than 4,000 financial institutions across North America. We accelerate partners’ success through innovative technology and inspired service.

This role supports New Hire interview processes, mentors the team, and accompanies new CSGs to client meetings, assisting in onboarding, training, strategy and solutions.