Strategic Alliance Executive

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:

We are seeking a strategic, detail-oriented Strategic Alliances Executive to manage relationships with our network of external consultants and other key partnerships as needed. This role is responsible for building strong partnerships, optimizing engagement, and ensuring alignment with our business goals. The role will gather and share consultant insights, competitive intelligence, and lessons learned to support client retention, sales effectiveness, and continuous improvement within Growth. 

Day in the Life:

• This position serves as the enterprise Velera relationship manager for external consultants and other key partnerships.
• Primarily through onsite visits, proactively meet with consulting firms’ senior executives to understand and develop strategic opportunities to extend the partnership. Continually monitor and communicate value of Velera products/solutions, and demonstrate the value of the Velera partnership.
• Collaborate with Growth Leaders to build out specific plans around upcoming consultant meetings to ensure alignment with feedback and messaging.
• Track and analyze trends related to renewals, competitor activity, consultant influence, pricing, client requests, and lessons learned, and provide insights and recommendations to Growth leadership.
• Provide all Growth team leaders, at least quarterly, an overview of the various consultants, including consultant profiles, trends, the competitive landscape, and unique requests.
• Participate as requested in renewal and sales activities that involve a consultant.
• Track and analyze consultant performance through dashboard reporting.
• Manage key industry partner relationships with consultants and other third-party partners.
• Maintain a structured feedback process to capture consultant insights and lessons learned, and share recommendations that support improved sales effectiveness, client loyalty, and retention.
• Leverage trends, lessons learned, and client feedback shared by consultants to drive the continuous evolution of account management methodology and sales tactics.
• Identify the root causes of attrition, connect trends across competitors, consultants, and loss reasons, and provide recommendations for improvement.
• Prepare and present summaries of consultant and competitive intelligence to Growth leaders and other stakeholders, highlighting client decision drivers, consultant influence, market trends, and opportunities for improvement.
• Partner with Growth leaders and other stakeholders to understand the impact of consultant feedback on client-facing processes and practices.
• Perform all other duties as assigned.

Qualifications:

• High school diploma or equivalent required. 
• Bachelor’s degree in business or a related field preferred.      
• Master’s degree preferred.
• Minimum of 10 years of relevant experience in financial services, client relationship management, sales, business development, consulting, or a related field required.    
• An equivalent combination of education and relevant experience may be considered, if that equivalency is supported by Velera’s intended qualification standard.
• Position may require 41%–50% travel per year.

At Velera, inclusion isn’t an initiative – it’s how we work. Guided by a people‑helping‑people philosophy, we cultivate a culture where every employee feels valued, respected and empowered to do their best work. We’re committed to building a diverse workforce and fostering meaningful connection across our teams. Through a remote‑first, flexible environment, we prioritize psychological safety, wellbeing and belonging so individuals and teams can collaborate to thrive. Together, we’re shaping a new era of secure, innovative solutions for the clients and communities we serve. Learn more about what it’s like to work at Velera.

The anticipated hiring range for this position is typically between the minimum and midpoint of the posted salary range; however, actual compensation may vary based on a variety of factors, including relevant experience, skills and qualifications, education, internal equity, and overall business and budget considerations. Velera is committed to providing competitive compensation that reflects both individual role and responsibilities, individual performance, and market.