Manage a territory of approximately 10
15 financial institution clients, meeting with each in person on a quarterly basis for business reviews, discovery, solution selling, and relationship building.
Responsible for achieving assigned sales targets through the following account retention and growth activities.
Grow existing relationships by identifying upsell, cross-sell, and renewal opportunities across the Vericast solution portfolio.
Lead consultative client conversations to uncover business needs, develop solution strategy, build business cases, and recommend the right mix of Vericast offerings to support client goals.
Collaborate with strategy, product, analytics, and delivery teams to develop proposals, presentations, and integrated recommendations that align to client priorities and can be delivered successfully.
Negotiate pricing, scope, and contract terms while managing renewals and resolving sales-related issues.
Build trusted relationships with clients through in-person and virtual meetings, presentations, and ongoing account engagement.

Bachelor’s degree in Business, Marketing or related field required.
7+ years of success in a quota-carrying sales role, with demonstrated ability to win new business, grow existing accounts, and achieve revenue objectives.
Experience selling into banks, credit unions, or other financial institutions preferred, ideally within a financial services, marketing, media, data, or technology organization.
Experience selling integrated solutions such as digital media, direct mail, contact center, card, check, analytics, or related financial institution offerings preferred.
Demonstrated success leading consultative, multi-stakeholder sales cycles, from discovery and proposal development through negotiation and close.
Ability to use data, insights, and market context to create a compelling client vision, position value, and align Vericast solutions to business objectives.
Strong written, verbal, and presentation skills, with the confidence to communicate effectively with executive-level client and internal stakeholders.

Account Executive III

Key skills