Account Executive I-REMOTE

Join the people helping people



On January 1, 2024, PSCU and Co-op Solutions became a single entity – combining two talented teams with the same mission – both built on the foundation of the “people helping people” credit union philosophy. Our employees are our greatest asset and together, we are better positioned to innovate leading-edge technologies, deliver differentiated value to our clients and support career development opportunities for our employees. It’s an exciting and pivotal point in both legacy companies’ journeys!



For people drawn to serving others through their work, PSCU is a place to thrive, as we serve our credit union members best by taking care of each other first



PSCU is a proud recipient of the

2023 Gallup Exceptional Workplace Award
and has been named to the

Forbes list of America’s Best Midsize Employers 2023
! These recognitions reflect the strength of our culture and core values, which help PSCU grow, evolve and foster a highly engaged workforce



If you want to help shape an industry, challenge yourself, and invest in your own future, this is the place for you. PSCU is a highly accessible environment where you’re empowered to think on your feet, work from your heart, and discover the very best version of your professional and personal self. “Our Momentum. Your Moment.”



This application is the first step in seizing your moment



Under minimal supervision, this position represents, supports, and develops relationships between PSCU and executive management at assigned credit unions for all aspects of PSCU at an enterprise level. Incumbent will use knowledge of PSCU’s credit, debit, Contact Center Services & Solutions, Bill Pay, and all other lines of business in a consultative approach to manage client portfolios, and provide a comprehensive level of program consulting, strategic planning, program analysis and development, along with the sale and coordination of PSCU’s products and services to increase the perception of PSCU as a trusted partner and advisor. Responsibilities will be executed primarily via telephone, email and webinar interactions. However, some travel responsibilities may periodically be needed. Incumbent will develop, maintain, and execute sales strategies supporting assigned credit unions, mitigate and remedy any service or support issues, and will refer PSCU products and services to the National Sales team. Incumbent will also develop and execute customized account plans to increase sales volume and market share within assigned credit unions. Incumbent will foster in-depth and productive relationships at all levels with client and PSCU departments, and will promote use of PSCU products and services, with the goal to position business to shape and capitalize on emerging consumer and market needs. Incumbent will review and act upon all opportunities for renewed business in an effort to retain revenues




Essential Functions & Responsibilities

• Periodically meet with client senior executives to evaluate strategic opportunities, primarily via telephone, to extend partnership and portfolio performance, demonstrating appropriate sense of urgency; continually monitor and communicate value of PSCU products/solutions, and demonstrate the value of PSCU partnership with assigned credit unions.


• Prepare and deliver accurate and timely annual Card Program Analysis to review the client’s growth and profitability.


• Maintain a close working relationship with Member Services and serve as the client liaison to mitigate and remedy any service issues that may impact the overall client relationship with PSCU.


• Act, in conjunction with the assigned implementation or member services representative, as a liaison for product implementations, program start-ups, and other major projects as necessary.


• Identify strategic opportunities while utilizing consultative sales approach that ensures client business objectives are met and performance metrics of payment portfolios are maximized.


• Develop and execute strategies and account plans that increase client sales volume and market share, and achieve/exceed defined product and corporate objectives; consult and advise clients on how to maximize return on assets and revenue to PSCU.


• Deliver consultative support to identify and solve multifaceted business issues across credit union’s enterprise business as related to PSCU’s products/services.


• Prepare proposals, negotiate contractual relationships with client, and propose and negotiate new and renewal term agreements; prepare and deliver accurate and timely proposals, pricing comparisons, pro formas and program analysis.


• Meet or exceed established revenue goals from the sale of new products and services. Develop sales and service goals, objectives and revenue forecasts related to assigned accounts with full accountability for results.


• Consult with assigned clients in creation, launch, and tracking of marketing campaigns focused on account acquisition and portfolio growth; in conjunction with each assigned client, prepare and manage running eighteen-month marketing calendar.


• Develop, solidify and maintain strong account relationships that result in excellent client 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.


• Prepare and deliver effective and influential presentations at PSCU sponsored events, credit union staff and Board of Directors, advisory groups, and other functions, as needed.


• Continually update the PSCU Client Relationship Management (Salesforce) profile with communications, plans, opportunities and tasks related to maintaining and fostering the client relationship.


• Effectively manage product renewal opportunities to secure renewed relationships with clients.


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


• Maintain current knowledge of payment industry trends and innovation, and PSCU products and solutions; maintain current knowledge of card, ecommerce, payments, and credit union industry related to Visa, MasterCard, FDR, PSCU, 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 PSCU staff, clients, and business constituents. Continuously review landscape and recommend, develop, and implement new and creative approaches to growing PSCU business.


• Keep abreast of, and communicate with the client regarding legislative, regulatory, and procedural issues.


• Ensure information is current and entered into PSCU client database in timely fashion.


• Perform other duties as assigned.

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.

Supervisory Responsibility

• No

Position Specifications

• Bachelor’s degree in related field or equivalent combination of education and experience required.


• Minimum four (4) years marketing, business development, consulting, sales or relationship management experience required. Minimum four (4) years of B2B / B2BC experience required.


• Financial Services or Consulting experience preferred.

Knowledge, Skills, & Abilities

• Demonstrate behaviors based on PSCU values: Excellence, Innovation, Leadership, Passion, Trust and Diversity, Equity, & Inclusion


• Ability to build and maintain relationships with senior level executives at assigned credit unions; strong strategic account management and consultation and relationship selling skills


• Ability to identify strategic initiatives and demonstrated track record of planning, managing, and closing a complex, competitive sales effort


• Ability to communicate effectively with senior level executives, in both verbal and written formats, and deliver effective presentations utilizing various audio/visual aids


• Ability to manage multiple projects, work in fast-paced environment, and meet deadlines


• Demonstrated excellent reasoning and analytical skills; strong executive presentation, problem solving, and negotiation skills with ability to influence decisions of others


• Ability to exercise discretion and independent judgment when making decisions that has monetary impact on PSCU and client


• Must interact positively and professionally at all levels of management and staff within PSCU, clients, and vendors


• Proficiency in Microsoft office applications, including Outlook, Word, Excel, and PowerPoint


• Knowledge of Saleforce preferred


• Knowledge of payments, ecommerce, credit, and debit card industry and related operations preferred


• Ability to interpret P&L Statement, 5300 Report and monthly financial statements


• Ability to travel as needed, 25-40%

Pay Equity


PSCU is committed to pay equity and a competitive benefits package. The hiring amount for this position based on relevant experience and internal equity; the pay range is:
$61,700.00

to
$104,900.00

• Note: The amount shown is based on full time annual salary and would be prorated based on role.

In addition this position is eligible for an incentive plan, based on performance



Benefits


At PSCU, everything we do recognizes the fact that our employees are our most important asset. That’s why we are committed to a work/life integration that goes above and beyond to ensure that you have quality time at home with your family and/or to pursue outside interests and aspirations. We back this up with generous PTO, the opportunity to work remotely, flexible scheduling, and a management team that understands how to adjust when the unexpected curveballs of life happen


Check out the comprehensive benefits PSCU has to offer that further solidifies our reputation as a company that just “gets it” when it comes to balancing life’s planned and unplanned events while equipping you with all the tools for growth



PSCU offers:

• 
  
  Beautiful, state-of-the-art campus
  


• 
  
  Endless opportunities for advancement
  


• 
  
  Competitive wages
  


• 
  
  Generous paid time off and paid holidays
  

Our benefits package includes:

• 
  
  Medical with telemedicine, no-cost diabetes supply program, and expert medical opinion services
  


• 
  
  Dental and Vision
  


• 
  
  Basic and Optional Life Insurance
  


• 
  
  Company Paid Disability Insurance
  


• 
  
  401k (with employer match)
  


• 
  
  Health Savings Accounts (HSA) with company provided contributions
  


• 
  
  Flexible Spending Accounts (FSA)
  


• 
  
  Supplemental Insurance
  


• 
  
  Legal Plan
  


• 
  
  Pet Insurance
  


• 
  
  Adoption Assistance Plan
  


• 
  
  Mental Health and Well-being: Employee Assistance Program (EAP)
  


• 
  
  Mental health and Well-being: Virtual mental health support and resources
  


• 
  
  Tuition Reimbursement
  


• 
  
  Wellness program
  


• 
  
  Back-up child care program
  


• 
  
  Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions
  

PSCU is committed to health and safety of all who enter our workplace. If this position requires you to report onsite at a PSCU location, employee attentiveness and cooperation with PSCU Employee Safety Workplace Protocols is critical



Please Note: For roles with certain levels of travel and/or company car usage, PSCU will require a completed Motor Vehicle Record Check, valid driver's license, and proof of insurance at time of hire and annually



All applications are reviewed by an AIRS Certified Diversity and Inclusion Recruiter



PSCU 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.



PSCU is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following

"EEO is the Law" Poster
and the

"EEO is the Law" Poster Supplement
. PSCU 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.



PSCU is an E-Verify Employer. Review the E-Verify Poster

here
(English and Spanish). For information regarding your Right To Work, please click

here
(English and Spanish poster).



As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at

[email protected]
for assistance.