Emerging Channels Manager

Velera is the nation’s premier payments credit union service organization (CUSO) and an integrated fintech solutions provider. The 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. Our purpose: We accelerate partners’ success through innovative financial technology solutions and inspired service.

• The Opportunity:

  The Manager, Emerging Channels, is responsible for driving growth, retention and relationship effectiveness across Velera’s emerging channels. This role focuses on developing strategic relationships with financial institutions providing consultation to provide thought leadership and strategic direction. This role will coach and counsel team members to ensuring adoption of digital solutions and achieving penetration targets for key product categories and portfolio growth The position plays a critical role in supporting Velera’s revenue objectives through consultative engagement and the development and execution of best practices.

  Day in the Life:

  • Monitor and report on key metrics including retention, solution penetration, and contract extensions to ensure incentive targets are met.

  • Develop best practices to support a superior Strategic Business Review process

  • Collaborate with internal teams to execute marketing campaigns, consulting engagements, and solution implementations.

  • Analyze account performance and identify opportunities for upselling and cross-selling solutions aligned with Velera’s growth strategy.

  • Develop and maintain strong relationships with financial institutions to ensure retention and expansion of Velera’s products and services.

  • Develop best in class resources to ensure a distinguished level of support

  • Lead strategic initiatives to increase penetration of digital experience, growth, and best practice solutions and portfolio growth across assigned accounts.

  • Ensure compliance with Velera’s policies, procedures, and service standards while delivering exceptional client service.

  • Provide guidance and education on industry trends and challenges to team members to ensure our consultative support is inclusive of the current environment

  • The manager will engage in client interactions as needed to support account executives and foster C suite relationships within the financial institution.

  • The manager will provide coaching and direction on day to day activies as well as provide development coaching to ensure that staff experiences continual growth

  • The manager will lead various initiatives for Primax as assigned and will collaborate with internal stakeholders to ensure an effective outcome.

  • The manager will occasionally represent Primax at events or onsite at client activities and should in those circumstances be prepared to provide thought leadership.

  Qualifications:

  • Minimum 5+ years of experience in sales, account management, or business development within financial services or technology solutions (required).

  • Provide direction and leadership to staff; guide, coach, mentor and develop staff ensuring compliance with processes and procedures.

  • Handle interviewing, hiring, promotions, transfers, performance appraisals, compensation, counseling and termination of staff.

  Education:

  • Bachelor’s degree in Business, Marketing, or related field required.

  • Other certifications that support the knowledge, skills, and abilities below would be a plus
    The Manager, Emerging Channels, is responsible for driving growth, retention and relationship effectiveness across Velera’s emerging channels. This role focuses on developing strategic relationships with financial institutions providing consultation to provide thought leadership and strategic direction. This role will coach and counsel team members to ensuring adoption of digital solutions and achieving penetration targets for key product categories and portfolio growth The position plays a critical role in supporting Velera’s revenue objectives through consultative engagement and the development and execution of best practices

  Essential Functions & Responsibilities:

  • Monitor and report on key metrics including retention, solution penetration, and contract extensions to ensure incentive targets are met.

• • Develop best practices to support a superior Strategic Business Review process

  • Collaborate with internal teams to execute marketing campaigns, consulting engagements, and solution implementations.

  • Analyze account performance and identify opportunities for upselling and cross-selling solutions aligned with Velera’s growth strategy.

  • Develop and maintain strong relationships with financial institutions to ensure retention and expansion of Velera’s products and services.

  • Develop best in class resources to ensure a distinguished level of support

  • Lead strategic initiatives to increase penetration of digital experience, growth, and best practice solutions and portfolio growth across assigned accounts.

  • Ensure compliance with Velera’s policies, procedures, and service standards while delivering exceptional client service.

  • Provide guidance and education on industry trends and challenges to team members to ensure our consultative support is inclusive of the current environment

  • The manager will engage in client interactions as needed to support account executives and foster C suite relationships within the financial institution.

  • The manager will provide coaching and direction on day to day activies as well as provide development coaching to ensure that staff experiences continual growth

  • The manager will lead various initiatives for Primax as assigned and will collaborate with internal stakeholders to ensure an effective outcome.

  • The manager will occasionally represent Primax at events or onsite at client activities and should in those circumstances be prepared to provide thought leadership.

  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.

  Other Physical Demands:

  • None

  Supervisory Responsibility:

  • Provide direction and leadership to staff; guide, coach, mentor and develop staff ensuring compliance with processes and procedures.

  • Handle interviewing, hiring, promotions, transfers, performance appraisals, compensation, counseling and termination of staff.

  • Develop and maintain staff by applying the necessary training and leadership that will allow internal growth and advancement.

  • Direct staff, to ensure that all duties are performed according to department performance standards.

  Education:

  • Bachelor’s degree in Business, Marketing, or related field required.

  • Other certifications that support the knowledge, skills, and abilities below would be a plus.

  Experience:

  • Minimum 5+ years of experience in sales, account management, or business development within financial services or technology solutions (required).

  • Provide direction and leadership to staff; guide, coach, mentor and develop staff ensuring compliance with processes and procedures.

  • Handle interviewing, hiring, promotions, transfers, performance appraisals, compensation, counseling and termination of staff.

  Knowledge, Skills, & Abilities:

  • Provide direction and leadership to staff; guide, coach, mentor and develop staff ensuring compliance with processes and procedures.

  • Handle interviewing, hiring, promotions, transfers, performance appraisals, compensation, counseling and termination of staff.

  • Change Management: Adaptability to evolving business needs and industry trends (preferred).

  • Negotiation Skills: Ability to manage contract extensions and renewals effectively (preferred).

  • Communication Skills: Strong ability to engage with C-level executives and internal stakeholders (required).

  • Data-Driven Decision Making: Proficiency in analyzing performance metrics and using Salesforce for tracking (required).

  • Strategic Thinking: Ability to align initiatives with business objectives (required).

  • Develop and maintain staff by applying the necessary training and leadership that will allow internal growth and advancement.

  • Direct staff, to ensure that all duties are performed according to department performance standards.

  • Strong negotiation skills to ensure successful renewals and maximize opportunities with outside vendors

  • Thought leadership to effectively represent the Primax brand at various events and speaking engagements

  Additional Essential Functions and Responsibilities: (Standard compliance statements applicable to all jobs – do not change)

  • Regular and reliable attendance.

  • 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.

  • Actively supports and embraces Velera's core values of Dedication, Collaboration, Belonging, Curiosity and Integrity.

  Service Standards: (Standard compliance statements applicable to all jobs – do not change)

  • Responsible for ensuring that exceptional service is delivered to both internal and external clients by doing what’s right for credit unions.

  • Demonstrate enthusiastic support of corporate mission, vision, core values and long-term business objectives.

  • Support a workplace where every employee feels valued, respected, and connected.

  • Perform job duties within the company’s policies, procedures, service standards and the state and federal laws.

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

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. 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.  For information regarding your Right To Work, please click here.

This role is currently not eligible for sponsorship.

As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at [email protected] for assistance.