Account Executive III

Responsibilities

• Manage a territory of 10-15 financial institution clients, conducting quarterly in-person business reviews and discovery sessions.
• Drive revenue growth by identifying upsell, cross-sell, and renewal opportunities within the Vericast solution portfolio.
• Lead consultative sales cycles to uncover client needs, develop business cases, and recommend integrated solution strategies.
• Collaborate with strategy, product, and analytics teams to create tailored proposals and presentations.
• Negotiate pricing, scope, and contract terms while managing renewals and resolving client issues.
• Maintain accurate CRM records, pipeline visibility, and disciplined forecasting.

Requirements

• Bachelor's degree in Business, Marketing, or a related field.
• 7+ years of success in a quota-carrying sales role.
• Proven expertise in leading consultative, multi-stakeholder sales cycles.
• Strong written, verbal, and presentation skills for communicating with executive-level stakeholders.
• Willingness to travel as needed to support client engagement.

Preferred Qualifications

• Experience selling specifically to banks, credit unions, or other financial institutions.
• Background in selling integrated solutions such as digital media, direct mail, analytics, or fintech technology.
• Experience working within financial services, marketing, media, or data-driven organizations.

About the Company

Vericast is the financial institution 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. With 150 years of financial services expertise, we provide the advanced analytics and integrated solutions necessary for modern financial institutions to achieve scale and precision.