Sales Solution Consultant - Product (REMOTE)

Posted 2 Days Ago
Be an Early Applicant
Hiring Remotely in USA
Remote
85K-108K Annually
Senior level
Fintech • Payments • Financial Services
The Role
The Sales Solution Consultant role involves providing product sales expertise in financial services, collaborating with various teams to improve business relationships, presenting innovative solutions, and achieving sales targets. The consultant will also stay informed about industry trends and competitors, and act as a problem-solving partner within the company.
Summary Generated by Built In

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.

The Opportunity

This position provides financial services product sales and expertise (e.g., Debit, Prepaid, Credit, ATM, Contact Center Services & Solutions, eCommerce, Mobile, Integration, EMV/contactless, etc.) and will serve as the liaison between the Solutions Consulting team and all applicable areas of the company. The main focus of this role is to support our client facing teams in the field by presenting Velera solutions to a Financial Institution audience. This position will collaborate with the Card Solutions team members, leadership and support teams such as Client Growth, Product, Implementations, ITS, Marketing and Analytics. This position works with these teams to build Velera’s market position by marshaling and coordinating both expertise and offerings to present outstanding solutions for Velera-Owners.

Day in the Life

  • Build and lead a solution sales pipeline by collaborating with Client Growth Management and reaching out directly to potential prospects (solution sales).
  • Act as a liaison between Product and Client Growth Management to develop, deepen, and advance Velera’s account and business relationships.
  • Collaborate with Velera support teams (e.g., ITS, Product, Implementations, Marketing, and Analytics) to support FI Experience business units in general, and Client Growth Management teams in particular, to answer questions, prepare and deliver onsite presentations, and provide other marketing/sales support as needed to drive and close business and improve relationships.
  • Serve as a resource for Velera Client Growth Management to address inquiries and educational opportunities pertaining to Velera solutions.
  • Proactively pursue and stay up-to-date on competitive and product intelligence information, including major competitors, industry updates, product launches and trends.
  • Demonstrate sales acumen through active listening, intelligent questioning and using internal and industry relationships to help Client Growth Management position solutions to Velera FIs.
  • Demonstrate Sales acumen through capacity to read the room, match the needs of the audience to the delivered content and pivot conversations based on the needs of the FI.
  • Establish and maintain effective communication with prospective FIs through appropriate contact channels; identify challenges throughout sales / lifecycle process that need to be overcome in order to successfully implement a commitment.
  • Achieve year-end revenue target(s) established at the beginning of the fiscal year as advised.
  • Act as a problem-solving partner for Velera internal partners.
  • Perform other duties as assigned.

Qualifications:

  • Bachelor's degree in related field or equivalent combination of education and experience preferred. 
  • Five (5) years experience in banking or credit union card processing with product line of business expertise required.
  • Product training and demonstration experience required. Card payments and issuing experience preferred.  
  • Sales automation software experience preferred. 
  • Ability to travel up to 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

$84,900.00

to

$108,200.00

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 [email protected] for assistance.

Top Skills

Sales Automation Software
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The Company
San Ramon, California
4,405 Employees
On-site Workplace
Year Founded: 1977

What We Do

Velera, formerly PSCU/Co-op Solutions, is the nation’s premier payments credit union service organization (CUSO) and an integrated financial technology solutions provider. With over four decades of industry experience and a commitment to service excellence and innovation, our company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Velera leverages its expertise and resources on behalf of credit unions and their members, offering an end-to-end product portfolio.

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