Vericast Logo

Vericast

Account Executive III - Financial Institutions (TX, AR, MS, OK)

Reposted 2 Hours Ago
Be an Early Applicant
In-Office or Remote
Hiring Remotely in Dallas, TX
98K-120K Annually
Senior level
In-Office or Remote
Hiring Remotely in Dallas, TX
98K-120K Annually
Senior level
Responsible for achieving sales and profitability targets by prospecting new clients and expanding existing financial institution relationships. Consults on marketing solutions, develops proposals, delivers presentations, manages contracts, and works with internal teams to execute campaigns using data-driven insights.
The summary above was generated by AI
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

*The ideal candidate for this position will reside in Texas, Arkansas, Mississippi or Oklahoma.

The Account Executive III is responsible for achieving sales and/or profitability objectives, from both existing accounts and new client prospects. Account Executives meet with clients and prospects to recognize opportunities and turn leads into long-lasting partnerships. With their extensive product knowledge and understanding of industry trends, Account Executives will communicate directly with clients and prospects to understand their individual needs and recommend products or services to help the clients attain their goals.

KEY DUTIES/RESPONSIBILITIES

  • Achieve assigned sales targets. 50%
  • 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. 20%
  • Meet in person with clients and prospects. 10%
  • Deepen existing client relationships—generating incremental business. 5%
  • 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. 5%
  • Work with Strategists and Delivery Teams to execute project specifications and deliver quality results to clients. Develop insightful proposals and deliver strategic sales presentations. 5%
  • Manage contracts and up-sell/cross-sell opportunities. 5%
  • Sell with data and insights. 5%

Qualifications

EDUCATION

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

EXPERIENCE

  • 7-10 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, Advertising.
  • Selling through creating a compelling vision or story. Use of data and insights as a selling tool. Prospecting/new business development. Managing client relationships. Selling multiple/integrated product campaigns. Understanding of the client’s market and strategic needs to align and recommend the ideal solution.
  • Use of data and insights as a solution selling tool.

KNOWLEDGE/SKILLS/ABILITIES

  • Excellent written and oral communication skills.
  • Ability and willingness to travel.
  • Ability to interpret marketplace needs and translate them into products/services.
  • Adapt easily to change - including the market, products, and internal company initiatives.
  • Deliver formal/high impact presentations - to clients and internally as needed.
  • Display Emotional (EQ) and Cognitive (IQ) Intelligence; the ability to read those around you and appropriately respond intellectually and emotionally.
  • Excellent communication (written and verbal) and interpersonal skills. Ability to communicate at all levels within the organization and outside.
  • Highly developed client solution selling and targeting skills; needs very little support from management to sell or close business.
  • Innovative, analytical, and strategic thinking.
  • Manage client expectations.
  • Proficient at solution selling and closing opportunities.
  • Show a consistent track record of success in achieving and exceeding annual quota and business objectives.
  • Strong skills in: problem resolution, overcoming objections, initiative, conceptual selling, presentation delivery, negotiation, innovation, and managing multiple priorities.

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

Annual Base Salary: $98,000 - $120,000

Position is eligible for a generous commission component; more information will be provided on the commission program for this role during the interview process.

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!

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 [email protected]. EEO is the law. To review your rights under Equal Employment Opportunity please visit: www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf.

Top Skills

Crm Software
MS Office

Similar Jobs

2 Hours Ago
In-Office or Remote
Houston, TX, USA
98K-120K Annually
Senior level
98K-120K Annually
Senior level
AdTech • eCommerce • Marketing Tech
Responsible for meeting sales and profitability targets through prospecting, closing new business, and expanding existing financial institution accounts. Consults with clients, creates strategic proposals and presentations, coordinates with delivery teams, manages contracts, and leverages data-driven insights to sell multi-channel marketing solutions.
Top Skills: Crm SoftwareMS Office
2 Hours Ago
In-Office or Remote
Austin, TX, USA
98K-120K Annually
Senior level
98K-120K Annually
Senior level
AdTech • eCommerce • Marketing Tech
Sell Vericast solutions to financial institutions by prospecting, closing new business, managing and deepening client relationships, delivering strategic presentations, and coordinating with internal teams to meet sales targets and client needs.
Top Skills: Crm SoftwareMS Office
2 Hours Ago
In-Office or Remote
San Antonio, TX, USA
98K-120K Annually
Senior level
98K-120K Annually
Senior level
AdTech • eCommerce • Marketing Tech
Territory-focused sales role selling multi-channel marketing solutions to financial institutions. Responsible for meeting sales targets, prospecting, managing and deepening client relationships, delivering strategic presentations, coordinating with delivery teams, and using data-driven insights to drive new and incremental business.
Top Skills: Crm SoftwareMS Office

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account