Job Overview
Location
Remote-USA
Job Type
Full-time
Category
Sales
Date Posted
May 10, 2026
Full Job Description
đź“‹ Description
- • As an Account Executive III, Primax at Velera, you will serve as the enterprise relationship manager for the company’s largest revenue-generating and strategically important financial institutions, acting as a trusted advisor to drive loyalty, revenue growth, and market share.
- • Your day-to-day responsibilities include conducting onsite visits with credit union senior executives, delivering Strategic Business Reviews, preparing and negotiating contracts, maintaining accurate Salesforce records, identifying growth opportunities, and collaborating with internal teams to ensure seamless product implementations and client satisfaction.
- • Velera is a leading payments credit union service organization (CUSO) and integrated fintech solutions provider serving over 4,000 financial institutions across North America, committed to innovation, inclusion, and a people-helping-people culture that prioritizes psychological safety, wellbeing, and belonging in a remote-first environment.
- • In this role, you will develop advanced strategic account management skills, deepen expertise in payments and financial services industries, influence executive decision-making, and contribute directly to Velera’s growth by building long-term partnerships and driving measurable portfolio performance.
🎯 Requirements
- • Bachelor’s degree in a related field or equivalent combination of education and experience
- • Minimum ten (10) years of marketing, business development, consulting, sales, or relationship management experience
- • Minimum ten (10) years of B2B/B2BC experience
- • Proven ability to build and maintain relationships with senior-level executives at large financial institutions
- • Ability to interpret P&L statements, NCUA 5300 Call Reports, and monthly financial statements
- • Experience managing client relationships involving $3.5 million+ in annual revenue
🏖️ Benefits
- • Competitive wages ($95,800.00 - $124,500.00)
- • Medical with telemedicine, Dental and Vision coverage
- • 401(k) with employer match
- • Paid Time Off (PTO), 12 Paid Holidays, and Community Volunteer Time Off
- • Tuition Reimbursement and Wellness program
- • Mental Health and Well-being support via Employee Assistance Program (EAP)
Skills & Technologies
About CO-OP Financial Services
CO-OP Financial Services, operating as Velera, is a financial technology cooperative serving credit unions across the United States. It provides payment processing, digital banking platforms, ATM and shared-branch networks, fraud management and data analytics tools. The organization enables credit unions to offer members secure, modern banking experiences comparable to large banks while maintaining cooperative ownership and governance. Services include credit, debit and prepaid card processing, online and mobile banking solutions, real-time payments and contactless technologies. Founded in 1981, the company rebranded its technology arm to Velera in 2023 to emphasize innovation and growth in the fintech sector.
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