Job Description

Company Description

Vericast is the financial institution (FI) performance partner. We help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people. Our advanced analytics, data-driven insights and integrated solution set enable better execution with agility, precision and scale. That’s why thousands of financial institutions look to Vericast and our 150 years of financial services expertise to help them achieve more.

Job Description

If you see sales as more than hitting a number and genuinely care about helping clients succeed, this could be the role for you. We're looking for someone who can turn data into a compelling story, bring a sense of curiosity to every client conversation, uncover a customer's real challenges, align needs to solutions, and build relationships that last. Our most successful account executives are driven and quietly competitive, but they also embrace team selling and genuinely celebrate the success of others. You'll thrive in this role if you approach each day with purpose, stay responsive, bring persistence without pressure, adapt as priorities change, and are always eager to learn. If this sounds like you, we'd love to talk.

The Account Executive IV is responsible for achieving sales and/or profitability objectives, by expanding and renewing engagement or driving net new growth with existing accounts and new client prospects. Account Executives meet regularly with clients and prospects to share data insights, identify clients’ problems, align their needs with our solutions, and review attribution results. With their extensive product knowledge and understanding of industry trends, Account Executives will proactively secure client meetings with multiple stakehowlders to understand their individual needs, and recommend products or services to help the clients attain their goals. Success in this role requires strong digital and data-driven marketing knowledge, executive-level relationship skills, disciplined pipeline management, a marketing mindset, and the ability to turn data and insights into measurable business value. Financial marketing experience is a plus.

KEY DUTIES/RESPONSIBILITIES

• Achieve assigned sales targets. 50%
• Up to 50% travel expected.
• Deepen existing client relationships—generating incremental business.
• Consult with clients on business issues and marketing program design. Ability to understand client needs, and negotiate costs and services. Resolve sales or delivery issues.
• Work with Strategists and Delivery Teams to execute project specifications and deliver quality results to clients. Develop insightful proposals and deliver strategic sales presentations.
• Manage contracts and up-sell/cross-sell opportunities.
• Meet in person with clients and prospects.
• Participate in a high level of prospecting activities: lead generation, qualifying prospects, discovery, and demonstrating solutions to prospective clients. Ability to manage multiple accounts while seeking new opportunities.
• Sell with data and insights.

Qualifications

EDUCATION

• Bachelor’s degree in Business or related field required.
• Advanced degree in Business or related field preferred.

EXPERIENCE

• 10+ years in a quota carrying sales role; demonstrated ability to close new business and manage relationships.
• Recent sales experience within a financial services vendor company; marketing discipline preferred.
• Experience with multi-channel marketing disciplines.
• 1-3 years experience and proficiency required in: Marketing, Media, and Advertising.
• Demonstrated success leading consultative, multi-stakeholder sales cycles, from discovery and proposal development through negotiation and close.
• Ability to use data, insights and market context to create a compelling client vision, position value, and align Vericast solutions to business objectives.

KNOWLEDGE/SKILLS/ABILITIES

• Strong written, verbal, and presentation skills, with the confidence to communicate effectively with executive-level client and internal stakeholders.
• Willingness to travel as needed to support client engagement.
• Proven consultative and insights-based selling skills, including discovery, and solution positioning, and value storytelling.
• Proficiency in delivering persuasive client presentations, proposals, and business cases.
• Adaptability in responding to market changes, evolving client needs, and shifting internal priorities.
• Openness to learning new solutions, capabilities, and go-to-market approaches.
• Executive presence, strong relationship building skills, and the ability to earn trust across diverse stakeholders.
• Collaborative approach to working across sales, strategy, product, analytics, and delivery teams.
• Proven success managing complex opportunities, negotiating effectively, and closing business.
• Strategic, analytical, and problem-solving mindset with sound business judgment.
• Ability to manage client expectations and maintain momentum across multiple priorities and deadlines.
• Disciplined account planning, pipeline management, and forecasting skills.
• Consistent track record of meeting or exceeding quota and business objectives.
• Strong organizational skills, CRM proficiency, and attention to detail needed to manage multiple opportunities effectively.

EQUIPMENT/SOFTWARE UTILIZED

• Proficiency in Microsoft Office and CRM software, with aptitude to learn systems.

DECISION MAKING

This position requires a high amount of interpretation of financial information, judgement creativity and/or innovation to solve problems and determine best service/solution/course of action as it relates to the client goals and objectives. This position requires a high amount of interpretation of financial information, judgement creativity and/or innovation to solve problems and determine best service/solution/course of action as it relates to the client goals and objectives.

Additional Information

Base Salary Range: $116,000-$142,000

Applications will be accepted until the posted deadline December 1, 2026 or until a sufficient candidate pool has been identified.

Position is eligible for a sales incentive/commission program

The ultimate compensation offered for the position will depend upon several factors such as skill level, cost of living, experience, and responsibilities.

Vericast offers a generous total rewards benefits package that includes medical, dental and vision coverage, 401K with company match and generous PTO allowance. A wide variety of additional benefits like life insurance, employee assistance and pet insurance are also available, not to mention smart and friendly coworkers!

WHAT WE BELIEVE

At Vericast, we believe what’s good for people is good for business. Everything we do starts from a place of purpose to drive meaningful impact for our clients, our people and our communities.

We’ve cultivated a culture of collaboration, a heritage of innovation and a focus on workplace flexibility. Every day you will have the opportunity to bring your passion and expertise to create opportunities to grow and thrive.

Together, let’s advance performance for all.

At Vericast, we don’t just accept differences - we celebrate them, we support them, and we thrive on them for the benefit of our employees, our clients, and our community. As an Equal Opportunity employer, Vericast considers applicants for all positions without regard to race, color, creed, religion, national origin or ancestry, sex, sexual orientation, gender identity, age, disability, genetic information, veteran status, or any other classifications protected by law. Applicants who have disabilities may request that accommodations be made in order to complete the selection process by contacting our Talent Acquisition team at talentacquisition@vericast.com. EEO is the law. To review your rights under Equal Employment Opportunity please visit: www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf.