Job Overview
Location
Remote-USA
Job Type
Full-time
Category
Product Management
Date Posted
June 6, 2026
Full Job Description
đź“‹ Description
- • Serve as the primary Velera relationship manager for credit unions with revenues exceeding the minimum threshold set by the Account Management SVP.
- • Conduct proactive onsite visits to meet with senior executives at assigned credit unions to identify strategic opportunities, extend partnerships, and enhance portfolio performance.
- • Deliver comprehensive Strategic Business Reviews to clients, demonstrating the value of Velera’s products and solutions through industry expertise in payments and ecommerce.
- • Align credit union business goals with Velera’s product offerings to maximize the company’s value proposition and drive client success.
- • Develop, maintain, and execute customized account plans to increase sales volume and market share within assigned credit union portfolios.
- • Prepare, negotiate, and manage contracts, proposals, pricing comparisons, proformas, and program analyses for new and renewal agreements.
- • Manage revenue for the full book of assigned credit union business and identify opportunities to cross-sell additional Velera products and services.
- • Act as the primary point of contact for strategic initiatives and escalated issue resolution, ensuring high client satisfaction scores as measured by periodic surveys.
- • Maintain open communication with VP and SVP of Account Management, reporting on at-risk contract renewals and presenting retention action plans.
- • Monitor market intelligence and industry trends impacting Velera’s product offerings or sales strategy, and report significant changes to internal leadership.
- • Collaborate with Velera’s product team to provide input on new product development for credit union and consumer opportunities.
- • Coordinate interdepartmental communications to ensure seamless delivery of existing and new products and services to clients.
- • Serve as liaison for product implementations, program start-ups, and major client projects alongside assigned Service Executives.
- • Maintain accurate, up-to-date account plans and client data in Salesforce and Velera’s client database, ensuring all opportunities and interactions are properly recorded.
- • Continuously evaluate the client landscape to recommend and implement innovative approaches for growing Velera’s business.
- • Stay current on payment industry trends, innovations, and competitor activity, including knowledge of Visa, MasterCard, First Data, and PSCU products.
- • Participate in regional meetings to promote Velera’s products and services.
- • Interact professionally and positively with Velera staff, clients, and business constituents at all levels.
- • Perform other duties as assigned to support Velera’s mission and client success.
🎯 Requirements
- • Bachelor’s degree in a related field or equivalent combination of education and experience
- • Minimum seven (7) years of experience in marketing, business development, consulting, sales, or relationship management
- • Minimum seven (7) years of B2B/B2BC experience
- • Financial services or consulting experience preferred
- • Proven ability to manage enterprise-level client relationships and negotiate complex contracts
- • Strong understanding of payment, ecommerce, and credit union industries
🏖️ Benefits
- • Competitive wages ranging from $84,900 to $108,200 based on experience
- • Medical, dental, and vision insurance with telemedicine
- • Paid Time Off (PTO) and 12 paid holidays
- • 401(k) with employer match
- • Health Savings Accounts (HSA) with company contributions
- • Mental health support through Employee Assistance Program (EAP)
- • Tuition reimbursement and wellness program
- • Maternity, parental, and family care leave
- • Community Volunteer Time Off
- • Company-paid disability insurance
- • Flexible Spending Accounts (FSA)
- • Supplemental insurance options
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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