Account Executive III

Responsibilities

• Manage a territory of 10-15 financial institution clients with quarterly in-person business reviews
• Achieve sales targets through account retention and growth activities
• Identify upsell, cross-sell, and renewal opportunities across the solution portfolio
• Lead consultative client conversations to uncover business needs and develop solution strategies
• Collaborate with strategy, product, analytics, and delivery teams to develop integrated proposals
• Negotiate pricing, scope, and contract terms while managing renewals
• Maintain accurate CRM records, pipeline visibility, and forecast discipline

Requirements

• Bachelor’s degree in Business, Marketing, or a related field
• 7+ years of success in a quota-carrying sales role
• 1–3 years of proficiency in integrated multi-channel marketing, media, and digital advertising
• Experience selling into banks, credit unions, or other financial institutions preferred
• Proven success leading consultative, multi-stakeholder sales cycles
• Ability to use data and insights to create compelling client visions
• Willingness to travel as needed for client engagement

About the Company

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.