Senior Account Planner; Remote

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.

The Senior Account Planner is a strategic leader within Vericast's performance marketing agency, responsible for developing and maintaining comprehensive, data‑driven media strategies and always‑on campaign plans for financial institution clients across all digital channels. This role translates client business objectives into integrated, long‑term strategic roadmaps and tactical media plans that drive measurable results, supporting Vericast's evolution toward a managed services and agency‑of‑record model rather than ad‑hoc campaign execution.

The Senior Account Planner collaborates extensively with Client Strategists, Media Directors, Media Specialists, Account Managers, and cross‑functional teams to ensure strategic alignment, best‑practice implementation, and continuous optimization across client portfolios. This position requires deep expertise in omnichannel digital marketing strategy, financial services marketing nuances, and the ability to synthesize complex business requirements into actionable media plans.

• Account & Campaign Strategy Development: Develop comprehensive, integrated media strategies for client accounts that align with business objectives, target audience insights, competitive positioning, and performance goals; create always‑on strategic roadmaps and ongoing optimization frameworks; design detailed campaign strategies and media plans specifying channel mix, budget allocation, audience targeting, messaging frameworks, creative requirements, and success metrics; partner with Client Strategists to translate business goals into actionable marketing and media strategies;
  
  establish strategic priorities across multiple concurrent client accounts; develop test‑and‑learn frameworks and quarterly optimization roadmaps.
• Media Planning & Channel Strategy Orchestration: Architect cross‑channel media plans spanning paid search, paid social, programmatic display, direct mail, CTV, and emerging channels; partner with Media Directors to incorporate channel‑specific best practices; develop audience segmentation strategies, targeting parameters, and data activation plans leveraging first‑party, third‑party, and proprietary consumer data assets; create media mix models and scenario planning; design holistic, year‑round media strategies supporting agency‑of‑record relationships;
  
  stay current on platform innovations, industry trends, competitive tactics, and emerging opportunities in financial services marketing.
• Client Consultation & Strategic Presentation: Serve as a strategic voice in client interactions, presenting media strategies, campaign plans, performance insights, and optimization recommendations; facilitate strategic planning sessions and workshops with clients; translate complex data into accessible, actionable insights; partner with Account Managers, AEs, and Sales to support relationship management, renewals, upsells, and strategic account growth; build trusted advisor relationships with clients.
• Campaign Implementation Oversight & Quality Assurance: Provide strategic guidance during campaign setup and implementation; review campaign structures, targeting configurations, creative applications, and tracking implementations; participate in campaign launch readiness reviews; monitor in‑flight campaign performance; ensure compliance with financial services regulations and platform policies.
• Performance Analysis & Strategic Optimization: Analyze campaign performance data across channels; develop actionable recommendations for budget reallocation, audience refinement, creative pivots, and channel expansion; build post‑campaign and ongoing…