Strategic Growth Executive – Financial Services

Velera Solutions, LLC; United States; Hybrid; USD 85,000 - 108,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401k

Paid Time Off

Tuition Reimbursement

Wellness program

Job summary

Velera seeks a Client Growth Executive II to cultivate and expand senior-level partnerships with credit unions across the United States. You will lead strategic opportunities, coordinate with Velera’s product and sales teams, and drive portfolio performance through consultative engagement.

The role emphasizes on-site client visits, strategic planning, contract negotiations, and revenue growth while aligning client goals with Velera’s payment and e-commerce solutions.

Qualifications

• Bachelor’s degree or equivalent with strong track record in related fields.
• 7+ years in marketing, business development, consulting, sales or relationship management.
• 7+ years of B2B/B2BC experience preferred in financial services or consulting.

Responsibilities

• Manage relationships with credit union executives and Velera cross-functional teams.
• Develop customized account plans and negotiate contracts and renewals.
• Deliver Strategic Business Reviews and articulate Velera’s value to clients.
• Maintain Salesforce-based account plans and ensure accurate, up-to-date records.
• Identify growth opportunities and coordinate with product and sales teams.

Skills

Relationship management

Sales

Business development

Marketing

Consulting

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Job description

Velera seeks a Client Growth Executive II to cultivate and expand senior-level partnerships with credit unions across the United States. You will lead strategic opportunities, coordinate with Velera’s product and sales teams, and drive portfolio performance through consultative engagement.

The role emphasizes on-site client visits, strategic planning, contract negotiations, and revenue growth while aligning client goals with Velera’s payment and e-commerce solutions.