National Sales Executive - Primax

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.

Under minimal direction, this position secures external Credit and Debit Card processing, and other solutions and lines of business for Velera and Velera Companies. In this role, you will target new opportunities using industry knowledge and an understanding of the competitive landscape. This position will perform a high level of quality sales process and positive corporate image with prospective and existing Financial Institutions. A successful candidate will enter new markets, build our brand reputation and form successful relationships with consultants.

• Develop external business by promoting our financial products and solutions within assigned territory.

• Assist the VP, Sales with forecasting revenue from all new business sales.

• Build and lead sales pipeline by exercising weekly structured calling campaign and timely following up on lead referrals and RFPs.

• Participate in regional sales activities to include nationally coordinated sales campaigns.

• Create and present, virtually and on site, formal proposals that include a detailed pricing analysis and incentive package.

• Establish and maintain effective communication with prospective Financial Institutions through appropriate contact channels; identify challenges throughout sales process that need to be overcome in order to successfully execute a commitment.

• Maintain effective working relationships within the industry by initiating or responding to invitations to serve as guest speaker, participate in informative projects, and attend state league meetings.

• Ensure smooth and efficient hand-off process of committed Financial Institutions to respective Account Executive who will maintain relationship.

• Achieve year-end revenue target established at beginning of fiscal year.

• Stay informed on industry trends, changes in industry regulations and competitive landscape.

• Engage subject matter experts when necessary to assist in the sales process.

• Perform other duties as assigned.

• Bachelor’s Degree preferred. 

• Five (5) years external sales experience in banking or credit union industry required OR Eight (8) years experience in external business development and sales experience required. Product training and demonstration experience required. 

• Must possess strong cold calling skills and have the ability to negotiate with and influence others.

• Ability to communicate effectively in both verbal and written formats and give presentations utilizing various audiovisual support aids.

• Position may require 51% or greater travel per year. Candidates must meet MVR requirements.

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.

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