Senior Client Services & Strategy Executive

Velera; United States; Remote; USD 76,000 - 97,000; Full time

Benefits offered by this job

Competitive wages

Medical with telemedicine

Dental and Vision

401k with employer match

Paid Time Off (PTO)

Family leave

Job summary

Velera is a national payments credit union service organization (CUSO) and an integrated fintech solutions provider serving thousands of financial institutions.

The Service Executive IV oversees the servicing relationship across all lines of business, partnering with the Client Growth Executive and enterprise units to align strategic plans, programs and initiatives while promoting Velera products and services.

Qualifications

• Bachelor’s Degree in related field or combination of education and relevant experience required.
• Seven years of 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.

Responsibilities

• Own servicing relationship for assigned clients across all lines of business.
• Develop and execute strategic plans and operational initiatives for clients.
• Advocate for clients to improve consultative service and product adoption.
• Coordinate internal partners to ensure timely implementation of client initiatives.
• Provide escalation support and status reporting to clients and leadership.

Skills

Client relationship management

Strategic initiatives

Customer success

Project management

Education

Bachelor’s Degree in related field

Job description

Velera is a national payments credit union service organization (CUSO) and an integrated fintech solutions provider serving thousands of financial institutions.

The Service Executive IV oversees the servicing relationship across all lines of business, partnering with the Client Growth Executive and enterprise units to align strategic plans, programs and initiatives while promoting Velera products and services.