Account Executive II - Financial Services (EST)
Vericast, Richmond, Virginia, United States, 23214
Full-time
Shift: 1st
Compensation: USD 87,000 - USD 106,000 - yearly
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 *The ideal candidate for this position will reside in North Carolina or a surrounding state in the U.S.
Account Executive II - Financial Services
is responsible for achieving sales and/or profitability objectives, from both existing accounts and new client prospects. Account Executives meet with clients and prospects to recognize opportunities and turn leads into long-lasting partnerships. With their extensive product knowledge and understanding of industry trends, Account Executives will communicate directly with clients and prospects, to understand their individual needs, and recommend products or services to help the clients attain their goals.
Key Duties / Responsibilities
Achieve assigned sales targets. 50%
Deepen existing client relationships—generating incremental business. 10%
Consult with clients on business issues and marketing program design. Ability to understand client needs, and negotiate costs and services. Resolve sales or delivery issues. 10%
Work with Strategists and Delivery Teams to execute project specifications and deliver quality results to clients. Develop insightful proposals and deliver strategic sales presentations. 10%
Manage contracts and up‑sell/cross‑sell opportunities. 10%
Meet in person with clients and prospects. 10%
Participate in a high level of prospecting activities: lead generation, qualifying prospects, discovery, and demonstrating solutions to prospective clients. Ability to manage multiple accounts while seeking new opportunities. 5%
Sell using data and insights. 5%
Qualifications Education
Bachelor’s degree in Business or related field (Required)
Advanced degree in business or related field (Preferred)
Experience
5-7 years in a quota‑carrying sales role; demonstrated ability to close new business and manage relationships.
Recent sales experience within a financial services vendor company; marketing discipline preferred.
Experience with multi‑channel marketing disciplines.
Use of data and insight as a solution selling tool.
Knowledge / Skills / Abilities
Excellent written and oral communication skills.
Ability and willingness to travel up to 50% of the time; work from home/remote the other 50% of the time.
Equipment / Software Utilized
Proficiency in Microsoft Office and CRM software, with aptitude to learn systems.
Decision Making
This position requires a high amount of interpretation of financial information, judgement, creativity and/or innovation to solve problems and determine best service/solution/course of action as it relates to the client goals and objectives.
Additional Information + Position is eligible for a generous commission component; more information will be provided on the commission program for this role during the interview process.
The ultimate compensation offered for the position will depend upon several factors such as skill level, cost of living, experience, and responsibilities.
At Vericast, we don’t just accept differences - we celebrate them, we support them, and we thrive on them for the benefit of our employees, our clients, and our community. Vericast is an Equal Opportunity Employer. Applicants for all positions are considered without regard to race, color, creed, religion, national origin or ancestry, sex, sexual orientation, gender identity, age, disability, genetic information, veteran status or any other classifications protected by law. Applicants who have disabilities may request that accommodations be made in order to complete the selection process by contacting our Talent Acquisition team at talentacquisition@vericast.com. EEO is the law. To review your rights under Equal Employment Opportunity please visit: https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf.
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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 *The ideal candidate for this position will reside in North Carolina or a surrounding state in the U.S.
Account Executive II - Financial Services
is responsible for achieving sales and/or profitability objectives, from both existing accounts and new client prospects. Account Executives meet with clients and prospects to recognize opportunities and turn leads into long-lasting partnerships. With their extensive product knowledge and understanding of industry trends, Account Executives will communicate directly with clients and prospects, to understand their individual needs, and recommend products or services to help the clients attain their goals.
Key Duties / Responsibilities
Achieve assigned sales targets. 50%
Deepen existing client relationships—generating incremental business. 10%
Consult with clients on business issues and marketing program design. Ability to understand client needs, and negotiate costs and services. Resolve sales or delivery issues. 10%
Work with Strategists and Delivery Teams to execute project specifications and deliver quality results to clients. Develop insightful proposals and deliver strategic sales presentations. 10%
Manage contracts and up‑sell/cross‑sell opportunities. 10%
Meet in person with clients and prospects. 10%
Participate in a high level of prospecting activities: lead generation, qualifying prospects, discovery, and demonstrating solutions to prospective clients. Ability to manage multiple accounts while seeking new opportunities. 5%
Sell using data and insights. 5%
Qualifications Education
Bachelor’s degree in Business or related field (Required)
Advanced degree in business or related field (Preferred)
Experience
5-7 years in a quota‑carrying sales role; demonstrated ability to close new business and manage relationships.
Recent sales experience within a financial services vendor company; marketing discipline preferred.
Experience with multi‑channel marketing disciplines.
Use of data and insight as a solution selling tool.
Knowledge / Skills / Abilities
Excellent written and oral communication skills.
Ability and willingness to travel up to 50% of the time; work from home/remote the other 50% of the time.
Equipment / Software Utilized
Proficiency in Microsoft Office and CRM software, with aptitude to learn systems.
Decision Making
This position requires a high amount of interpretation of financial information, judgement, creativity and/or innovation to solve problems and determine best service/solution/course of action as it relates to the client goals and objectives.
Additional Information + Position is eligible for a generous commission component; more information will be provided on the commission program for this role during the interview process.
The ultimate compensation offered for the position will depend upon several factors such as skill level, cost of living, experience, and responsibilities.
At Vericast, we don’t just accept differences - we celebrate them, we support them, and we thrive on them for the benefit of our employees, our clients, and our community. Vericast is an Equal Opportunity Employer. Applicants for all positions are considered without regard to race, color, creed, religion, national origin or ancestry, sex, sexual orientation, gender identity, age, disability, genetic information, veteran status or any other classifications protected by law. Applicants who have disabilities may request that accommodations be made in order to complete the selection process by contacting our Talent Acquisition team at talentacquisition@vericast.com. EEO is the law. To review your rights under Equal Employment Opportunity please visit: https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf.
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