Account Executive IV - Financial Institutions; MST
Listed on 2026-01-12
-
Sales
Business Development, Sales Representative -
Business
Business Development
Account Executive IV - Financial Institutions (MST)
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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
As an Account Executive IV - Financial Institutions, you will carry your own sales quota within the Major & Strategic Accounts sales team and deliver digital & analog marketing, payments, deposit & loan acquisition, and other engagement solutions to your assigned territory of existing Vericast bank and credit union clients. Based on your quota, you will develop account plans, set solution sales objectives, identify & qualify new sales opportunities, and partner with internal strategists, SMEs, and business analysts to achieve and exceed your sales targets.
Your professional DNA is that of a highly influential advisor with a passion for helping your clients achieve their goals with marketing and growth solutions. You naturally build close relationships with your clients to understand their business drivers and how they relate to broader industry trends. You expertly establish buy-in for your solutions at all organizational levels (frontline marketing & operations professionals, mid-level leaders, and senior executive management).
Vericast is a high growth company with the leading financial institution marketing solutions in our niche markets. Being an Account Executive at Vericast is an exciting and challenging role. This is an ideal position if you have 7–10+ years of successful sales with a focus on building relationships and creating opportunities with new and existing clients.
This position offers you an opportunity to work in a flexible, no‑nonsense, and fast‑paced environment, enabling and empowering you to grow as a sales professional.
Key Duties & Responsibilities
- Achieve assigned sales targets.
- Successfully manage multiple concurrent complex sales cycles – $250k – $500k average opportunity value.
- Manage multiple accounts while seeking new opportunities, deepening existing client relationships, and generating incremental business.
- Prospect within your existing account territory to identify & qualify new opportunities, determine members of the buying group, lead discovery, and demonstrate solutions to prospective clients.
- Consult with bank & credit union clients on business issues and marketing program design, understand client needs, negotiate costs and services, and resolve sales or delivery issues.
- Partner with strategists & SMEs to develop insightful proposals and deliver strategic sales presentations and delivery teams to execute project specifications and deliver quality results to clients.
- Willingness to travel as needed to meet with clients and prospects. Expected travel is 50%.
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 consistent over‑performance.
- Experience with multi‑channel marketing disciplines.
- Recent solutions sales experience within a bank, credit union, fintech, SaaS, consulting, or other financial services related company; marketing discipline preferred.
- 1–3 years of experience and proficiency required in marketing, media, advertising.
- Proficiency at selling through creating a compelling vision or story, using data and insights as a selling tool, prospecting new business, managing client relationships, and selling multiple/integrated product campaigns; understanding of the client’s market and strategic needs to align and recommend the ideal solution.
Knowledge / Skills / Abilities
- Excellent communication (written and verbal) and interpersonal skills.
- Abilit…
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