
Posted 21 days ago
Senior Client Strategist
VericastSr Client Strategist
Requirements
Bachelor's Degree, 7-10 years FI business acumen, High-level banking role experience, Financial statement interpretation, Data analysis and storytelling, Tableau proficiency
Skills
TableauMicrosoft OfficeData Visualization
About the role
Responsibilities
- Consult with financial institution clients to identify business objectives and develop multi-channel marketing strategies
- Conduct market research and competitor analysis to identify growth opportunities for clients
- Translate complex data sets into compelling visual stories and actionable insights for executive-level presentations
- Serve as a subject matter expert and trusted advisor on media strategies and product enhancements
- Partner with multidisciplinary teams to drive innovation and implement agile solutions that meet client goals
- Monitor campaign performance and develop comprehensive reporting plans to measure business impact
Requirements
- Bachelor's Degree required
- 7-10 years of financial institution business acumen, including understanding both sides of the balance sheet
- Previous high-level banking role experience (e.g., SVP, CMO, or CLO preferred)
- Proven ability to interpret financial statements and translate them into actionable business strategies
- Advanced proficiency in data visualization tools, specifically Tableau
- Strong analytical mindset with experience in data modeling and storytelling
- Excellent communication and presentation skills for engaging with executive leadership
Benefits
- Competitive base salary range of $170,000 - $200,000
- Eligibility for sales incentive and commission programs
- Comprehensive medical, dental, and vision coverage
- 401K with company match
- Generous Paid Time Off (PTO) allowance
- Additional benefits including life insurance, employee assistance, and pet insurance
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 utilize advanced analytics and integrated solutions to help thousands of financial institutions achieve precision and scale in their execution.
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Vericast · San Antonio
