Account Executive III - Financial Institutions (CST)

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.

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%

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

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.

*Applications will be accepted through January 15, 2026, after which the posting will be closed and no longer available for submissions.

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.