Senior Sales Executive - Remote

Posted Yesterday
Be an Early Applicant
Hiring Remotely in USA
Remote
127K-165K Annually
Senior level
Fintech • Payments • Financial Services
The Role
The Senior Sales Executive is responsible for sourcing new consulting clients in the credit union and community bank sectors. This role involves leveraging industry networks, managing a sales pipeline, and identifying new revenue opportunities. The position includes significant travel and active participation in industry events to promote the company's consulting services.
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:

We are seeking a talented Senior Sales Executive who will be responsible for sourcing new sales consulting engagements within credit unions and community banks with an emphasis on clients that are new to Velera’s consulting services. This will include selling both existing and new consulting services including credit and debit, payment networks, marketing, digital, retail banking, and other opportunities as the department expands services. The Senior Sales Executive will leverage their exentsive industry network to build a consulting pipeline and play a prominent role in Velera’s market presence at industry and client events.

Day in the Life:

  • Adept at leveraging a large personal network of existing relationships within the banking industry to identify new consulting opportunities.

  • Lead all sales initiatives for consulting business not limited to credit/debit, network, banking services, expanded business within the credit union and bank space.

  • Sourcing and selling consulting engagements with new clients.

  • Maintaining a healthy pipeline of prospective clients and their needs.

  • Identifying and selling additional engagements with existing consulting clients.

  • Have a deep knowledge of the community banking industry with an emphasis on payments including industry trends, client needs, and potential consulting solutions.

  • Representing Velera at roadshows, conferences and other industry events.

  • Cultivate relationships with internal partners such as Velera sales, Client Growth Executives, and Velera Consultants.

  • Identifies net new revenue opportunities within assigned territory and advance these new business opportunities.

  • Territory management is a must, being able to track thru Salesforce or other pipeline tools, stage of sales, close/won opportunities.

  • Full understanding of the addressable market and be able to close new business.

  • Orchestrates internal resources in support of new business efforts and activities. Facilitates strong working relationships within consulting, Velera Sales, Velera CGEs, SolCon, pricing, contracts and Consulting Execution Team.

  • Travels throughout territory, visits credit unions/banks, attends conferences and leagues, and other events as assigned. Travels up to 50-60% of time.

  • Provides market feedback/intel that advances a continuous learning loop regarding Velera to assist in positioning Velera well against competitors.

  • Actively support and embrace Velera core values of dedication, collaboration, belonging, curiosity and integrity.

  • Responsible for reporting risks that are identified to the appropriate team and/or management. 

  • Additionally, responsible for managing, monitoring and reporting risks within the scope of your work area, to include, but not limited to information security risks.

  • Perform all other duties as assigned.

Qualifications:

  • Bachelor’s Degree in Business, Marketing or equivalent combination of education and experience required.

  • Master’s Degree preferred.

  • 15 years sales experience with track record of selling at least $1MM worth of services annually.

  • 10 years sales experience in the financial services industry.

  • 5 years experience in a consulting firm.

  • 5 years experience in payments industry.

  • Ability to communicate effectively, and persuasively in verbal, written and presentation formats in dealing with a broad range of constituencies, including senior management, professional staff, industry leaders, clients, and prospects.

  • Ability to lead multiple projects, work in fast paced environment and meet deadlines.

  • Expert sales and networking knowledge with C-Suite executives in banking industry.

  • Ability to price and negotiate fixed and hourly rate consulting contracts.

  • Model high standards of confidentiality, discretion, ethics, independent judgement and insightful decision making in dealing with all levels of internal personnel, clients, potential business partners and vendors.

  • Microsoft office experience and power point a must.

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

$126,600.00

to

$164,600.00

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.

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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