Client Growth Executive II- REMOTE

Join the People Helping People

PSCU/Co-op Solutions is now Velera! PSCU and Co-op Solutions became a single entity on January 2, 2024, and our new company name was announced on May 7, 2024. Our new brand represents our combined company’s shared mission and unique ability to drive velocity and positive momentum for credit union success in a new era of financial services.

Under minimal supervision, this position represents, supports, and develops relationships between PSCU and executive management at assigned credit unions for all aspects of PSCU at an enterprise level. Incumbent uses a consultative approach to manage client portfolios, and provides comprehensive level of program consulting, strategic planning, program analysis and development, and sale and coordination of PSCU’s products and services. Incumbent will develop, maintain, and execute sales strategies supporting assigned credit unions, and will negotiate contracts and sell PSCU products and services. Incumbent will also develop and execute customized account plans to increase sales volume and market share within assigned credit unions. Incumbent will foster in-depth and productive relationships at all levels with both the credit union and PSCU departments, and will promote the use of PSCU products and services with the goal to position the business to shape and capitalize on emerging consumer and market needs.

Essential Functions & Responsibilities

• This position serves as the overall PSCU relationship manager for credit unions with revenues greater than the minimum amount as set by the Account Management SVP.
• Primarily through onsite visits, proactively meet and consult with credit union senior executives to develop strategic opportunities to extend the partnership and increase portfolio performance, demonstrating appropriate sense of urgency; continually monitor and communicate value of PSCU products/solutions, and demonstrate the value of the PSCU partnership with assigned credit unions.
• Responsible for consistently delivering the Strategic Business Review to all assigned clients showing the value of PSCU’s products and solutions which includes participating in strategic planning and taking a broad perspective to deliver relevant payment and ecommerce industry expertise.
• Align strategically the credit union’s goals and objectives to PSCU’s products and services to maximize PSCU’s Value Proposition.
• Strategic focus is key as well as identifying growth opportunities while utilizing a consultative sales approach that ensures credit union business objectives are met and performance metrics of payment portfolios are maximized.
• Evaluate and understand market intelligence that may impact PSCU’s product offering or sales approach and report significant industry changes to PSCU management.
• Prepare proposals, negotiate contractual relationships with credit unions, and propose and negotiate new and renewal term agreements; prepare and deliver accurate and timely proposals, pricing comparisons, proformas and program analyses.
• Manage revenue for the entire book of assigned business including the opportunity to promote additional line of business sales opportunities to the PSCU’s sales team.
• Develop, solidify and maintain strong account relationships that result in excellent credit union satisfaction scores as reflected in periodic surveys; act as primary management point of contact for credit union for strategic initiatives and escalated issue resolution; support credit union’s designated executive sponsor and advocate internally at PSCU.
• Assists or participates in various regional meetings that promote PSCU’s products and services.
• Maintain open lines of communication with VP of Account Management and SVP of Account Management and report any contract renewals that are in jeopardy with a plan of action of how to retain the business.
• Actively review client landscape and recommend, develop, and implement new and creative approaches to growing PSCU business; proactively manage, prioritize and engage sales leads.
• Maintain current knowledge of payment industry trends and innovation, and PSCU products and solutions; maintain current knowledge of card, ecommerce, payments, and credit union industry related to Visa, MasterCard, First Data, PSCU, and competitors.
• Collaborate with product team regarding new product development for credit union and consumer opportunities; coordinate interdivisional and interdepartmental communications related to serving clients with new and existing products/solutions.
• Must interact positively and professionally in all interactions with PSCU staff, clients, and business constituents.
• Continuously review landscape and recommend, develop, and implement new and creative approaches to growing PSCU business.
• In conjunction with assigned Service Executives, serve as liaison for product implementations, program start-ups, and other major projects as necessary; maintain close working relationship with internal departments to ensure smooth and open communications.
• Responsible for maintaining and keeping current account plans for all assigned credit unions in Salesforce, ensuring opportunities are updated and maintaining accurate records for assigned portfolio of credit unions.
• Ensure information is current and entered into PSCU client database in a timely fashion.
• Perform other duties as assigned.
  
  

Physical Demands

• While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear
• Specific vision abilities required by this job include close vision
• Ability to occasionally lift/move up to 25 pounds
• Individuals with a disability who are otherwise able to perform the essential functions of the job may request a reasonable accommodation through the Human Resources department.
  
  

Supervisory Responsibility

• No
  
  

Position Specifications

• Bachelor’s degree in related field preferred or equivalent combination of education and experience required.
• Minimum seven (7) years marketing, business development, consulting, sales or relationship management experience required. Minimum seven (7) years of B2B / B2BC experience required.
• Financial Services or Consulting experience preferred.
  
  

Knowledge, Skills, & Abilities

• Demonstrate behaviors based on PSCU values: Excellence, Innovation, Leadership, Passion, Trust and Diversity, Equity, & Inclusion
• Ability to build and maintain relationships with senior level executives at assigned credit unions; strong strategic account management and consultation and relationship cross-selling skills
• Ability to identify strategic initiatives and demonstrated track record of planning, managing, and closing a complex, competitive sales effort
• Ability to communicate effectively in both verbal and written formats and give presentations utilizing various audiovisual support aids
• Ability to manage multiple projects, work in fast-paced environment, and meet deadlines
• Demonstrated excellent reasoning and analytical skills; strong executive presentation, problem solving, and negotiation skills with ability to influence decisions of others
• Ability to exercise discretion and independent judgment when making decisions that has monetary impact on PSCU and client
• Must interact positively and professionally at all levels of management and staff within PSCU, clients, and vendors
• Proficiency in word processing, presentation, and spreadsheet computer software applications
• Knowledge of payments, ecommerce, credit, and debit card industry and related operations preferred; knowledge of card-processing platform preferred
• Ability to interpret P&L Statement, NCUA 5300 Call Report and monthly financial statements
• Ability to travel as needed, 41-50%
  
  

About Velera

At Velera we are committed to fostering a workplace where every employee feels valued, respected, and connected. We understand, attract and engage a diverse workforce where every employee can live up to their full potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. We strive to foster a safe and inclusive work environment for people to bring their authentic selves in order to build a better community within our company and with our partners. Learn more about our commitment to Diversity, Equity, and Inclusion HERE!

Pay Equity

$76,100.00

to

$102,800.00

Actual Pay will be adjusted based on experience and other job-related factors permitted by law.

Great Work/Life Benefits!

• 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
• Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions
  
  

Velera is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.

Velera is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following "EEO is the Law" Poster and the "EEO is the Law" Poster Supplement. Velera will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the legal duty to furnish information.

Velera is an E-Verify Employer. Review the E-Verify Poster here (English and Spanish). For information regarding your Right To Work, please click here (English and Spanish poster).

As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at recruiters@pscu.com for assistance.