Job Abstract

Region: Southern and Northern California

The Account Executive II will develop, maintain, and execute sales strategies supporting assigned credit unions, and will negotiate contracts and sell our products and services. Candidate will also develop and execute customized account plans to increase sales volume and market share within assigned credit unions. Individual will foster in-depth and productive relationships at all levels with both the credit union and internal departments, and will promote the use of our products and services with the goal to position the business to shape and capitalize on emerging consumer and market needs.

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.

• This position serves as the overall relationship manager for credit unions with revenues greater than the minimum amount as set by the Account Management SVP.
• Primarily through onsite visits, proactively meet and consult with credit union senior executives to develop strategic opportunities to extend the partnership and increase portfolio performance, demonstrating appropriate sense of urgency; continually monitor and communicate value of our organization's products/solutions, and demonstrate the value of the partnership with assigned credit unions.
• Responsible for consistently delivering the Strategic Business Review to all assigned clients showing the value of our products and solutions which includes participating in strategic planning and taking a broad perspective to deliver relevant payment and ecommerce industry expertise.
• Align strategically the credit union’s goals and objectives to products and services to maximize Value Proposition.
• Strategic focus is key as well as identifying growth opportunities while utilizing a consultative sales approach that ensures credit union business objectives are met and performance metrics of payment portfolios are maximized.
• Evaluate and understand market intelligence that may impact product offering or sales approach and report significant industry changes to management.
• Prepare proposals, negotiate contractual relationships with credit unions, and propose and negotiate new and renewal term agreements; prepare and deliver accurate and timely proposals, pricing comparisons, proformas and program analyses.
• Manage revenue for the entire book of assigned business including the opportunity to promote additional line of business sales opportunities to the sales team.
• Develop, solidify and maintain strong account relationships that result in excellent credit union satisfaction scores as reflected in periodic surveys; act as primary management point of contact for credit union for strategic initiatives and escalated issue resolution; support credit union’s designated executive sponsor and advocate internally.
• Assists or participates in various regional meetings that promote products and services.
• Maintain open lines of communication with VP of Account Management and SVP of Account Management and report any contract renewals that are in jeopardy with a plan of action of how to retain the business.
• Actively review client landscape and recommend, develop, and implement new and creative approaches to growing business; proactively manage, prioritize and engage sales leads.
• Maintain current knowledge of payment industry trends and innovation, and products and solutions; maintain current knowledge of card, ecommerce, payments, and credit union industry related to Visa, MasterCard, and competitors.
• Collaborate with product team regarding new product development for credit union and consumer opportunities; coordinate interdivisional and interdepartmental communications related to serving clients with new and existing products/solutions.
• Must interact positively and professionally in all interactions with internal staff, clients, and business constituents.
• Continuously review landscape and recommend, develop, and implement new and creative approaches to growing business.
• In conjunction with assigned Service Executives, serve as liaison for product implementations, program start-ups, and other major projects as necessary; maintain close working relationship with internal departments to ensure smooth and open communications.
• Responsible for maintaining and keeping current account plans for all assigned credit unions in Salesforce, ensuring opportunities are updated and maintaining accurate records for assigned portfolio of credit unions.
• Ensure information is current and entered into client database in a timely fashion.

• Seven (7) years related industry sales and client relationship management experience with major clients required
• Seven (7) years banking or credit union industry experience required
• Consulting experience preferred
• Bachelor’s degree in related field preferred or equivalent combination of education and direct industry experience
• Open to 30-40% travel

For California, Colorado and New York Applicants:  In accordance with the Equal Pay for Equal Work Act, the expected salary range for this position is between:

Actual Pay will be adjusted based on experience and other job-related factors permitted by law.

This position qualifies for the following benefits; Co-op Solutions offers a competitive Total Rewards package: 401(k) with generous company match, Health, Dental, and Vision Insurance options, Health Savings Account/Flexible Spending Account, Life Insurance, Short- and Long-Term disability benefits, Pregnancy and Parental Leave, Tuition Reimbursement, Paid Time Off (PTO), Paid Holidays, Community Volunteer Time Off, and an Employee Assistance Program.