JOB SUMMARY/OBJECTIVES:
The Client Growth Consultant - Credit Union Solutions is responsible for serving as a strategic advisor to existing clients, prospective clients, and industry partners by supporting the adoption, expansion, and optimization of Deda Sphere products and services. This role focuses on developing consultative relationships, identifying growth opportunities within the credit union industry, and assisting organizations in leveraging technology solutions to improve operational efficiency, member engagement, and digital transformation initiatives.
The Client Growth Consultant – Credit Union Solutions, with the supervision of management:
- Partners with existing client account managers to support strategic growth initiatives and multi-year technology roadmaps related to core processing, digital banking, lending, payments, and member-facing solutions.
- Builds and maintains consultative relationships with credit union clients, partners, and prospective organizations through regular communication, collaboration, and strategic discussions.
- Analyzes industry trends, operational workflows, and market opportunities to identify areas where technology and process improvements may benefit clients and prospective clients.
- Assists credit unions in identifying operational pain points and recommends tailored solutions including digital banking enhancements, automation opportunities, APIs, integrations, and emerging fintech solutions.
- Provides product and solution education to customers, partners, and internal stakeholders regarding digital capabilities, platform enhancements, and operational best practices.
- Communicates and collaborates effectively with internal Product, Support, Sales, Account Management, and Implementation teams to support client success and ensure effective delivery of solutions and services.
- Participates in customer meetings, industry events, conferences, and strategic discussions to strengthen relationships and support business growth initiatives.
- Supports the Deda Sphere brand within the credit union industry by fostering collaboration, sharing best practices, and promoting industry partnerships.
- Provides regular updates to management regarding client initiatives, opportunities, industry trends, and strategic activities.
- Ensures professionalism, responsiveness, and accuracy in all communications, presentations, and deliverables.
ESSENTIAL FUNCTIONS:
- Consistently strives for excellence and fully abides by all company values.
- Supports strategic client engagement initiatives and contributes to overall customer satisfaction and retention.
- Collaborates successfully with customers, partners, co-workers, and leadership teams to deliver value-driven solutions.
- Assists in identifying opportunities for operational improvement, product adoption, and client growth.
- Supports continuous improvement initiatives related to products, processes, and client experience.
- Participates in onsite meetings, conferences, presentations, and industry events as required.
- Performs other duties as assigned by management.
EXPERIENCE IN CUSTOMER FACING SOLUTIONS:
- Core Processing Platforms
- Digital Banking Solutions
- Member Onboarding and Account Maintenance
- Lending Solutions
- Payments, Debit and Credit Solutions
- ACH and Wire Processing
- Online and Mobile Banking Platforms
- APIs and Integrations
- Branch and Member Service Operations
- Fintech and Digital Transformation Solutions
TECHNOLOGY USED:
Salesforce
JIRA
Microsoft Office Suite, including Outlook, Teams and Excel
Deda Sphere applications as required
Digital Banking and Fintech Solutions
KNOWLEDGE, ABILITY AND SKILLS:
- Strong understanding of the credit union industry, operations, and member service environment, including digital banking, lending, payments, and core processing systems.
- Ability to build and maintain strong consultative relationships with clients, partners, and stakeholders at all organizational levels.
- Ability to identify business challenges and provide strategic recommendations that align technology solutions with operational goals.
- Excellent communication, presentation, organizational, and relationship management skills.
- Strong analytical and problem-solving skills with the ability to identify trends and opportunities within the financial services industry.
- Ability to communicate complex technical concepts effectively to both technical and non-technical audiences.
- Ability to exercise independent judgment, prioritize work, and manage multiple initiatives simultaneously.
- Ability to collaborate effectively across departments and contribute to a positive team environment.
COMPETENCIES:
- Communication – Excellent communication skills, both written and verbal.
- Relationship Management – Ability to establish trust, credibility, and long-term partnerships with clients and stakeholders.
- Time Management – Ability to prioritize work items and manage multiple initiatives effectively.
- Adaptability – Adapts to changing business needs, priorities, and industry trends.
- Initiative – Takes proactive action to identify opportunities, improve processes, and support organizational growth.
- Teamwork – Contributes to a positive team environment and collaborates effectively across departments.
- Problem Solving – Identifies and resolves issues in a timely manner while developing strategic and practical solutions.
- Market Knowledge – Understands industry trends, emerging technologies, and evolving client needs within the credit union and fintech industries.
WORK ENVIRONMENT:
Work is performed in a hybrid office/remote environment and involves everyday risks or discomforts which require normal safety precautions. Moderate overnight travel is expected for this position (approximately 25% or greater).
PHYSICAL DEMANDS:
Work is essentially sedentary with occasional walking, standing, bending, carrying items under 25 pounds such as books, papers, laptops, and presentation materials.
COMPENSABLE QUALIFICATIONS:
Bachelor’s Degree or equivalent professional experience required. Minimum of five years’ experience in client management, consulting, relationship management, business development, or financial technology solutions within the credit union, banking, fintech, or financial services industry preferred.
Benefits:
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Referral program
- Vision insurance
Application Question(s):
- What are your salary expectations for this position?
Experience:
- Credit Union Industry: 3 years (Preferred)
Willingness to travel:
Work Location: Remote
