Client Growth Executive II

The Opportunity

The Client Growth Executive II will develop, maintain, and execute customized account plans and sales strategies to support and grow sales volumes and market share within assigned credit unions.

Day in the Life 

• This position serves as the overall relationship manager for 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. 

• 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. 

• Through onsite and virtual 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. 

• 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. 

• Actively review client landscape and recommend, develop, and implement new and creative approaches to growing business; proactively manage, prioritize and engage sales leads. 

• Evaluate and understand marketing intelligence, payment industry trends and innovation, and products and solutions that impact product offerings or sales approach; maintain current knowledge of card, ecommerce, payments, and credit union industry related to Visa, MasterCard, and competitors and report significant changes to leadership. 

• 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.. 

• 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. 

Experience: 

• 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.